Client Portfolio Manager - Custom Equity Platform
OppenheimerFunds Distributor, Inc, Atlanta, Georgia, United States, 30383
Invesco is a well‑established provider of separately managed account solutions through our Custom SMA platform. Our solutions seek to provide investors with customizable and tax‑efficient exposure to equity and fixed‑income asset classes. The rapidly growing Custom Equity SMA platform focuses on offering highly customized long‑only and long/short equity portfolios that allow a range of tax‑management techniques and funding options.
About the Role:
The Client Portfolio Manager (CPM) is an integral part of the portfolio management team, possessing deep knowledge of capital markets, the team’s investment philosophy, and quantitative investment process. The CPM acts as the primary interface between our client‑facing teams and the investment team, conveying portfolio positioning, performance attribution, risk attributes, and investment rationale to retail and institutional clients, gatekeepers, research analysts, consultants, and internal colleagues.
Responsibilities
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 distribution teams to educate advisors, prospects, and gatekeepers on Custom Equity strategies – including participation in the RFP/RFI process and addressing 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.
Monitor key investment and industry trends, working with research and product development and identifying issues that leverage market insights.
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 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 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.
Requirements
Undergraduate degree, 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 (wirehouses, RIAs, independent advisory firms) strongly preferred.
Entrepreneurial spirit; a desire for team success and the ability to identify, own, and solve problems.
Technical skills: strong understanding of quantitative investment processes, financial markets and economics, proficiency with Bloomberg, Microsoft Office, and other software products.
Highly developed communication skills, both written and verbal, with the ability to simplify complex topics into understandable and compelling messages.
Strong influence management skills.
MBA/CFA a plus.
Series 7 and 63 or 66 required.
Regular travel required.
Compensation
– Salary range for this position in New York City and Seattle is $150,000 – $180,000 per year. Total compensation includes salary and incentive pay and varies based on skills, experience and location.
Full time – Employee status.
Workplace Model: Employees are expected to spend at least four full days each week working in an Invesco office.
Invesco is an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non‑discrimination in employment.
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About the Role:
The Client Portfolio Manager (CPM) is an integral part of the portfolio management team, possessing deep knowledge of capital markets, the team’s investment philosophy, and quantitative investment process. The CPM acts as the primary interface between our client‑facing teams and the investment team, conveying portfolio positioning, performance attribution, risk attributes, and investment rationale to retail and institutional clients, gatekeepers, research analysts, consultants, and internal colleagues.
Responsibilities
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 distribution teams to educate advisors, prospects, and gatekeepers on Custom Equity strategies – including participation in the RFP/RFI process and addressing 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.
Monitor key investment and industry trends, working with research and product development and identifying issues that leverage market insights.
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 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 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.
Requirements
Undergraduate degree, 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 (wirehouses, RIAs, independent advisory firms) strongly preferred.
Entrepreneurial spirit; a desire for team success and the ability to identify, own, and solve problems.
Technical skills: strong understanding of quantitative investment processes, financial markets and economics, proficiency with Bloomberg, Microsoft Office, and other software products.
Highly developed communication skills, both written and verbal, with the ability to simplify complex topics into understandable and compelling messages.
Strong influence management skills.
MBA/CFA a plus.
Series 7 and 63 or 66 required.
Regular travel required.
Compensation
– Salary range for this position in New York City and Seattle is $150,000 – $180,000 per year. Total compensation includes salary and incentive pay and varies based on skills, experience and location.
Full time – Employee status.
Workplace Model: Employees are expected to spend at least four full days each week working in an Invesco office.
Invesco is an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non‑discrimination in employment.
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