Invesco

Client Portfolio Manager - Custom Equity Platform

Invesco

4 months ago
New York, NY
Hybrid
Full Time
Medior
0 applicants
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Invesco
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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.

Skills

Qualifications

Undergraduate DegreeMBA (Preferred)CFA (Preferred)Series 7Series 63 or 66
Invesco

About Invesco

invesco.com

N/A

About Invesco

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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