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Client Portfolio Manager - Custom Equity Platform at Invesco - ApplyBlast

Client Portfolio Manager - Custom Equity Platform

Invesco

11 months ago

3.8 on Glassdoor

New York, NY

Hybrid

Full Time

Medior

0 applicants

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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

About Invesco

invesco.com

Headquarters

Atlanta, Georgia, United States

Company Size

5001-10000 employees

Founded

1935

View Profile

Invesco is a global investment management company offering a wide range of investment products and services, including ETFs, mutual funds, and institutional strategies. The firm serves individual investors, financial professionals, and institutional clients across the Americas, Asia Pacific, Europe, and the Middle East. Invesco operates multiple regional platforms and branded investment vehicles, such as Invesco QQQ and CollegeBound529.