Invesco · 1 day ago
Client Portfolio Manager - Custom Equity Platform
New York, NY
Full-time
Hybrid
Senior Level
$150K/yr - $180K/yr
5+ years expInvesco is one of the world’s leading independent global investment firms, dedicated to rethinking possibilities for clients. The Client Portfolio Manager acts as an integral part of the portfolio management team, engaging with clients and conveying investment strategies while maintaining knowledge of market trends and portfolio performance.
FinanceFinancial ServicesVenture Capital
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 the distribution teams to educate advisors, prospects, and investment platform gatekeepers on Custom Equity strategies – this includes participation in the RFP/RFI process and addressing ad hoc 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
This includes monitoring key investment and industry trends, working with research and product development and identifying issues and topics that leverage insights into the marketplace
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 efforts to execute and effective 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 the firm’s various 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
Qualification
Required
Undergraduate degree required, 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 including wirehouses, RIAs, and independent advisory firms strongly preferred
Entrepreneurial spirit. The Custom Equity team is building upon a newer capability and growing quickly, so a successful candidate must have a desire for team success that allows her or him to identify, own, and solve problems
Technical skills, including strong understanding of quantitative investment processes, understanding of financial markets and economics, proficiency with Bloomberg, Microsoft Office, and other software products
Highly developed communication skills, both written and verbal, including the ability to simplify complex topics into understandable and compelling messages
Strong and influence management skills
Series 7 and 63 or 66 required
Regular travel required
Preferred
Experience working with advisors across all channels including wirehouses, RIAs, and independent advisory firms strongly preferred
MBA/CFA a plus
Benefits
Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan
Company
Invesco
Invesco is an independent global investment management firm dedicated to delivering an investment experience that helps people get more out of life.
5001-10000 employees
H1B Sponsorship
Invesco has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (57)
2024 (60)
2023 (54)
2022 (63)
2021 (63)
2020 (67)
Funding
Current Stage
Late StageLeadership Team
Kelvin Liu
Partner & Senior Portfolio Manager
Recent News
PR Newswire
2026-01-03
2025-12-18
2025-10-28
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