Client Portfolio Manager - Custom Equity Platform

, and how to manage yourOur people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:* Flexible paid time off* Hybrid work schedule* 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution* Health & wellbeing benefits* Parental Leave benefits* Employee stock purchase plan# # **Job Description*** Grow and retain business by representing the investment team and key investment strategies to clients.* Play a lead role in managing new business opportunities by working with the distribution teams to educate advisors, prospects, and investment platform gatekeepers on Custom Equity strategies – this includes participation in the RFP/RFI process and addressing ad hoc prospect questions.* Participate in advisor pitches, due diligence meetings, and stand and deliver presentations as needed.* Service existing clients via in-person meetings (on- and off-site), conference calls and investment committee meetings, as needed in place of Portfolio Managers.* Provide portfolio updates and insights to drive client engagement and loyalty.* Understand distribution opportunities in each channel and help shape product strategy with the Senior CPM and the product manager.* Participate in the development of advisor-facing content, presentations, and research.* This includes monitoring key investment and industry trends, working with research and product development and identifying issues and topics that leverage insights into the marketplace.* Manage the ongoing internal and external experience for our products and work with Marketing to support product specific content.* Present at Invesco roundtables and industry conferences.* Build strong relationships with the Distribution teams supporting their efforts to execute and effective sales strategy.* Support Distribution with training, large conferences, meeting support.* Assist Sales with custom proposals for significant business opportunities and participate in client calls/meetings as needed.* Liaise with the firm’s various marketing and RFP teams to ensure all data and responses regarding a given product are accurate and appropriate.* Assist with quarterly investment commentaries and regulatory commentary content.* Undergraduate degree required, preferably in business or related discipline.* 5-8 years of investment-related client-facing experience.* Proven success engaging and building relationships with wealth management advisors, gatekeepers, and investment due diligence teams.* Experience working with advisors across all channels including wirehouses, RIAs, and independent advisory firms strongly preferred.* Entrepreneurial spirit. The Custom Equity team is building upon a newer capability and growing quickly, so a successful candidate must have a desire for team success that allows her or him to identify, own, and solve problems.* Technical skills, including strong understanding of quantitative investment processes, understanding of financial markets and economics, proficiency with Bloomberg, Microsoft Office, and other software products.* Highly developed communication skills, both written and verbal, including the ability to simplify complex topics into understandable and compelling messages.* Strong and influence management skills* MBA/CFA a plus* Series 7 and 63 or 66 required* Regular travel required #J-18808-Ljbffr