Client Portfolio Manager - Custom Equity Platform

Client Portfolio Manager

Invesco is a well-established provider of separately managed account solutions through our Custom SMA platform. These solutions seek to provide investors with customizable and tax-efficient exposure to equity and fixed income asset classes. The rapidly growing Custom Equity SMA platform is focused on offering highly customized long-only and long/short equity portfolios that allow, among other things, a range of tax management techniques and funding options.

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. The CPM interacts with the portfolio management team daily to understand past and current portfolio positioning, performance attribution, the rationale for specific holdings and portfolio activity, risk attributes, views of the team/asset class, and has primary responsibility for conveying this information effectively to retail and institutional clients including gatekeepers, research analysts, consultants, and internal colleagues. The CPM will maintain detailed knowledge of the competitive landscape/peer group, stay current on market trends and developments in all relevant distribution channels, and be able to clearly articulate what differentiates our products from the competition. The CPM acts in partnership with rest of the CPM team, the SMA team, marketing, and other relevant partners on business and marketing related projects. The result is a multi-faceted, dynamic, and challenging role that demands highly developed skills in communications, stage presence, relationship building, business acumen, and analytics. We hire highly engaged, confident individuals who are persistently curious, will not settle for average, and continually strive to improve themselves, their work, and their environment.

Responsibilities of the Role:

• 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.

Requirements of the Role:

• 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
• Regular travel required

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.

Full time

Employee

Yes

Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.