Client Portfolio Manager - Custom Equity Platform
Invesco(3 months ago)
About this role
The Client Portfolio Manager on Invesco’s Custom Equity SMA platform serves as the primary interface between the portfolio management team and client-facing/distribution teams, communicating the team’s investment philosophy, portfolio positioning, and market context. This role supports product growth by articulating differentiation in the competitive landscape and partnering cross-functionally with distribution, marketing, and product teams. The position is client-facing and involves regular engagement with advisors, consultants, and institutional gatekeepers.
Required Skills
- Capital Markets
- Quantitative Analysis
- Portfolio Management
- Client Engagement
- Presentation Skills
- Relationship Building
- RFP Management
- Bloomberg
- Microsoft Office
- Communication
Qualifications
- Undergraduate Degree
- MBA (Preferred)
- CFA (Preferred)
- Series 7
- Series 63 or 66
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