Client Portfolio Manager - Fixed Income

Invesco Fixed Income Client Portfolio Manager

The Invesco Fixed Income (IFI) platform is built on a foundation of deep, proprietary research, robust macroeconomic views and a global network of investment professionals who bring regional expertise. IFI's robust capabilities span taxable and municipal product offerings including multi-sector as well as sector specific solutions. Our platform's strength lies in the consistent application of top-down relative value and economic views alongside proprietary fundamental research. We seek to deliver outperformance in a variety of markets within an established risk framework, moderating our risk as conditions and views warrant. The consistency of our process is predicated on stable teams who collaborate across sectors and regions. Ultimately, our client-first culture and disciplined active management empower investors to navigate complex markets with clarity and confidence.

This is a multi-faceted, dynamic, and challenging role that demands outstanding skills in communications, keen attention to detail, a self-starting attitude, the ability to develop and cultivate trust, business acumen, and analytical prowess. Invesco seeks to hire highly engaged, confident individuals, who do not settle for mediocrity, continually strive for excellence with their firm and peers, and who retain a high degree of intellectual curiosity.

Key Responsibilities / Duties:

• Grow and retain business by representing the investment team and key investment strategies to clients.
• Service existing clients via in-person meetings (on- and off-site), conference calls and board / investment committee meetings, as needed in place of Portfolio Managers, or in support of them.
• Provide end-to-end client servicing such that institutional clients' needs are met with the same high standards they come to expect with Invesco products.
• Regularly reflect the investment team by communicating existing (and potential) investment strategies to clients. Provide portfolio updates and insights to drive client engagement and loyalty.
• Drive the development of research, presentations and investment insights for clients. This includes monitoring key investment and industry trends, working with the thought leadership team to identifytopics that resonate with investors. This individual will leverage publications, speaking engagements, public relations and marketing channels to drive key messages into the market.
• Attend and present at industry and client conferences including Invesco roundtables, industry events, and PR opportunities.

Secondary Responsibilities / Duties:

• Play a key role in developing institutional and wealth opportunities by working with the distribution teams to educate consultants, investment platform gatekeepers and prospects on investment grade and high yield investment strategies.
• Develop and modify collateral including Finals presentations, DDQs, RFPs and due diligence meeting presentations as needed.
• Build strong relationships with the Distribution teams supporting their efforts to execute an effective sales strategy.

Skills / Personal Attributes Required:

• 10+ years of investment-related client-facing experience preferably covering U.S. investment grade and/or high yield strategies.
• Experience working with investment platform research analysts, field level financial advisors, retirement plan gatekeepers, investment consultants and/or institutional investment committees for corporations, public entities, and/or endowments and foundations.
• Deep investment expertise including an understanding of portfolio construction, risk drivers, market dynamics, and product-specific nuances.
• Entrepreneurial spirit, with a focus on continuous improvement, willingness to take risks, embrace and lead change, determination to find creative solutions to problems. Strong work ethic and drive to succeed.
• Technical skills, including strong investment acumen, understanding of financial markets and economics, proficiency with Bloomberg, Microsoft Office, Morningstar and other software products and comfortability adopting AI tools to enhance productivity.
• Strong communication skills, both written and verbal.
• Ability to collaborate and communicate well with others. Strong team player.
• Expected at least 25-50% travel.

Formal Education:

• Undergraduate degree required, preferably in business or related discipline.
• MBA/CFA and/or direct money management experience preferred.
• Series 7 and 63 required.