Associate Portfolio Manager
Telepathy Inc, New York, NY, United States
Associate Portfolio Manager
The Associate Portfolio Manager will work closely with the Senior Portfolio Manager, Global Equities, to help shape the strategy, direction, and effective management of Global Equities portfolios within Invesco Fundamental Equities' investment and risk framework. This role requires strong fiduciary responsibility to clients, active engagement with the Global Equities team, and the ability to interact confidently with clients, consultants, brokers, and other external stakeholders. Covers equity securities of companies with market capitalizations of over USD $10B that are headquartered in many developed and emerging countries across the world. Performs due diligence on investments in the portfolio (e.g., conducts site visits, meets with management). Works with the trading desk for securities market trading and provides instructions to traders. May participate in client marketing activities. This position includes direct stock coverage responsibilities and is a part of a team that manages a total of $18.3B as of January 31st, 2026. Responsibilities of the Role: Partner with the Senior Portfolio Manager to develop, refine, and implement strategies for Global Equities portfolios Analyze portfolio composition, performance, and risk attributes to support optimal portfolio outcomes Maintain financial models and active coverage on approximately 20 companies across at least three sectors. Contribute to portfolio construction and integrate quantitative signals in collaboration with internal partners (e.g., quantitative analyst) Review and analyze investment results, attribution, and trends to enhance performance with strong fiduciary discipline Work with the Senior Portfolio Manager to develop and maintain an effective investment process, including trading policies, procedures, and annual business goals Requirements of the role: A Master's degree in finance, economics, mathematics, business, or a related field is ideal 10+ years of experience in equity research and/or portfolio management Strong understanding of both retail and institutional clients Coverage experience across at least three sectors Strong written and verbal communication skills with effective presentation ability Demonstrated success as a team player in collaborative, global, and cross-functional environments Effective interpersonal skills with the ability to influence outcomes across teams and organizational levels Confident engaging with management teams, brokers, consultants, and clients Open-minded, flexible, and receptive to diverse viewpoints Exhibits leadership qualities, intellectual curiosity, and a strong work ethic Ability to travel internationally required CFA designation strongly preferred The salary range for this position in New York is $250,000 to $280,000 / year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location. Full time Employee Yes Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development. Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be 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.
The Associate Portfolio Manager will work closely with the Senior Portfolio Manager, Global Equities, to help shape the strategy, direction, and effective management of Global Equities portfolios within Invesco Fundamental Equities' investment and risk framework. This role requires strong fiduciary responsibility to clients, active engagement with the Global Equities team, and the ability to interact confidently with clients, consultants, brokers, and other external stakeholders. Covers equity securities of companies with market capitalizations of over USD $10B that are headquartered in many developed and emerging countries across the world. Performs due diligence on investments in the portfolio (e.g., conducts site visits, meets with management). Works with the trading desk for securities market trading and provides instructions to traders. May participate in client marketing activities. This position includes direct stock coverage responsibilities and is a part of a team that manages a total of $18.3B as of January 31st, 2026. Responsibilities of the Role: Partner with the Senior Portfolio Manager to develop, refine, and implement strategies for Global Equities portfolios Analyze portfolio composition, performance, and risk attributes to support optimal portfolio outcomes Maintain financial models and active coverage on approximately 20 companies across at least three sectors. Contribute to portfolio construction and integrate quantitative signals in collaboration with internal partners (e.g., quantitative analyst) Review and analyze investment results, attribution, and trends to enhance performance with strong fiduciary discipline Work with the Senior Portfolio Manager to develop and maintain an effective investment process, including trading policies, procedures, and annual business goals Requirements of the role: A Master's degree in finance, economics, mathematics, business, or a related field is ideal 10+ years of experience in equity research and/or portfolio management Strong understanding of both retail and institutional clients Coverage experience across at least three sectors Strong written and verbal communication skills with effective presentation ability Demonstrated success as a team player in collaborative, global, and cross-functional environments Effective interpersonal skills with the ability to influence outcomes across teams and organizational levels Confident engaging with management teams, brokers, consultants, and clients Open-minded, flexible, and receptive to diverse viewpoints Exhibits leadership qualities, intellectual curiosity, and a strong work ethic Ability to travel internationally required CFA designation strongly preferred The salary range for this position in New York is $250,000 to $280,000 / year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location. Full time Employee Yes Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development. Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be 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.