Private Markets Solutions Strategist
Invesco · Boston, MA · 1 mo ago
Business Development$200k–$250k/yrFull-time
About the role
Invesco is a leading independent global investment firm dedicated to providing a wide range of investment strategies and vehicles to clients worldwide. This role offers challenges, intelligent colleagues, and exposure across a global footprint.
Responsibilities
- Develop launch and marketing plans for private markets products offered through Invesco’s Solutions & Custom Strategies team
- Provide client-facing support to private markets portfolios offered by Invesco, Invesco-managed private funds, and other custom solutions, including client presentations (e.g., monthly / quarterly reviews), prospect pitches, and due diligence exercises
- Research the market and client trends for private markets strategies and develop tailored client-facing communications responsive to those market characteristics
- Communicate regularly with portfolio managers, analysts, researchers, and other strategists on private markets asset classes, portfolio positioning, market opportunities, and product opportunities
- Actively pursue efficient execution of responsibilities, while ensuring the adherence to day-to-day corporate and regulatory policies and requirements
Requirements
- Minimum 10 years of experience in the financial services or investment industry, with a preference for portfolio management, analysis, or client-facing activities in private markets broadly and private credit in particular
- Strong knowledge of the private markets asset class, including sub-asset classes, product structuring, and client demand characteristics with experience in private credit preferred
- Understanding of macroeconomics and its relation to private markets demand and product evolution
Qualifications
- Undergraduate degree in Business, Economics, Finance preferred; Graduate degrees are a plus
- CFA or CAIA preferred
Skills
- Ability to deliver results in a fast-paced environment, while working on multiple deliverables concurrently and adapting as necessary
- Self-motivated; working both independently and collaboratively, both as a leader and a team member
- Strong verbal and written communication skills
- Strong attention to detail and organizational skills
- Strong decision-making skills including the ability to research and analyze topics to determine the correct course of action
- Strong relationship building and interpersonal skills
- Aptitude for technology and software systems (e.g., Bloomberg, Aladdin) its application both for analyzing portfolios, and for trade workflow
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 $200,000 - $250,000/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.
Schedule
This role is full-time.