Client Portfolio Manager - Custom Equity Platform

About the role

The Client Portfolio Manager (CPM) acts as an integral part of the portfolio management team and possesses deep knowledge of capital markets and the team’s investment philosophy and quantitative investment process. The CPM is regarded as a credible investor who acts as the primary interface between our client-facing teams and the investment team.

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.
• 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.
• Aid 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.
• Aid with quarterly investment commentaries and regulatory commentary content.

Requirements

• 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.
• MBA/CFA a plus.
• Series 7 and 63 or 66 required.

Pay

The salary range for this position in New York City and Seattle is $150,000 - $180,000 / year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.

Schedule

Full Time / Part Time
Full time

Worker Type

Employee