Institutional Sales Analyst

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to clients around the world.

About the Team

North America Institutional (“NAI”) is responsible for building and maintaining relationships with institutional asset owners, intermediaries, and partners. Our team of dedicated professionals provides insights into industry trends and investor challenges across pension plans, insurance companies, nonprofit organizations, and financial institutions. Operating with a client-centric mentality, we strive to bring all of Invesco to our clients, adding value beyond investment returns.

About the Role

The NAI Sales Analyst position will partner closely with Sales and Consultant Relations members of the NAI team to provide analytical support to marketing and sales initiatives, augmenting distribution efforts and driving a superior end-to-end client experience. The role will develop a broad array of experience within asset management, institutional sales/consultant relations, and analytical operations of Invesco.

Responsibilities

• Ensure timely delivery against reporting needs of both internal business partners and external clients by working with the broader Invesco organization
• Prepare client profiles and other background materials for client meetings
• Maintain and monitor sales activity, client insights, and pipeline data in Salesforce, leveraging third-party tools such as eVestment, Preqin, WithIntelligence, Money Market Directory, and FinSearches
• Work closely with internal partners across Sales, Marketing, Client Service, and Investments to help drive and develop timely marketing campaigns
• Coordinate with internal partners on production and distribution of compelling, tailored materials for use with clients, prospects, or consultants
• Support development of and track performance against execution of business plans for senior team members and external clients, prospects, and consultants
• Participate in specific North American Institutional business initiatives to improve overall team performance, particularly efforts related to enhancing reporting and communication
• Conduct research on client demand trends
• Build personal skillset to become an Invesco Institutional salesperson of the future

Requirements

• Strong analytical and problem-solving skills
• Team player and self-motivated
• Strong business and financial acumen and interest
• Excellent oral and written communication skills
• Proficient computer skills, including Microsoft Office products
• Good general investment industry knowledge
• Strong work ethic
• Entrepreneurialism – demonstrate initiative to originate new or innovative approaches that will enable Invesco to remain an industry leader
• Prior experience in sales and/or client service
• FINRA SIE, Series 7, and 63 licensing a plus (must acquire within firm-defined time period)

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

Pay

The salary range for this position in New York, NY is $100,000–$110,000 base per year. Total compensation includes salary and incentive pay and will vary based on skills, experience, and location.

Schedule

Full-time. Employees are expected to comply with Invesco’s Workplace Policy, which includes spending at least four full days each week working in an Invesco office.