Client Portfolio Manager, Emea Asset Allocation

Invesco; Oxford; On-site; GBP 90,000 - 150,000; Full time

Benefits offered by this job

Company-provided healthcare

Generous annual leave

Income protection

Health and wellness benefits

Enhanced parental leave

Life insurance

Job summary

Invesco, a leading global investment firm, is seeking a Client Portfolio Manager (Investment Specialist) to support engagement with clients, investment communications and the growth of the EMEA Asset Allocation franchise. This role bridges portfolio management, distribution and client outcomes across intermediary, wealth, private bank and institutional channels.

The position involves traveling within the UK and EMEA and requires deep knowledge of model portfolios, portfolio solutions and

Qualifications

• Proven experience within asset management, wealth management or related financial services.
• Significant experience with multi-asset solutions and portfolio solutions.
• Experience engaging with advisers, wealth managers, platforms and institutions.
• Strong investment knowledge across asset allocation and multi-asset solutions.
• Excellent presentation, communication and stakeholder-management skills.

Responsibilities

• Maintaining knowledge of the team's investment philosophy, process, portfolio positioning and solutions capabilities.
• Representing multi-asset, model portfolio, portfolio solutions, custom model and bespoke investment capabilities across EMEA.
• Supporting Lead Portfolio Manager and broader portfolio management team in client engagements.
• Presenting investment views, portfolio positioning, outcomes and market insights to clients and prospects across channels.
• Creating and maintaining high-quality client-facing materials (presentations, RFIs, RFPs, DDQs, bespoke content).

Skills

Asset management

Wealth management

Multi-asset solutions

Client engagement

Presentation skills

Job description

This job is with Invesco, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

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 our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

Job Description

We have an outstanding benefits package which includes:

Company-provided healthcare

A generous annual leave allowance

Income protection

Health and wellness benefits

Enhanced parental leave

Life insurance

The Client Portfolio Manager (Investment Specialist) supports client engagement, investment communications, business development and the continued growth of the EMEA Asset Allocation franchise.

The role acts as a bridge between portfolio management, distribution and clients, helping ensure the team's multi-asset, model portfolio, portfolio solutions, custom model and bespoke investment capabilities are effectively represented across EMEA.

Working closely with the Lead Portfolio Manager and broader EMEA Asset Allocation team, the role supports the communication of investment views, portfolio positioning and client outcomes across intermediary, wealth, private bank and institutional channels.

Responsibilities include:

Maintaining detailed knowledge of the team's investment philosophy, process, portfolio positioning and solutions capabilities.

Representing and supporting the team's multi-asset, model portfolio, portfolio solutions, custom model and bespoke investment capabilities across EMEA.

Supporting the Lead Portfolio Manager and broader portfolio management team in strategic client engagements.

Participating in client meetings, due diligence reviews, conferences, webinars and industry events across EMEA.

Presenting investment views, portfolio positioning, portfolio outcomes and market insights to clients and prospects across intermediary, wealth, private bank and institutional channels.

Creating and maintaining high-quality client-facing materials, including presentations, pitchbooks, market commentary, RFIs, RFPs, DDQs and bespoke client content.

Acting as a key source of investment-related information for Distribution, Marketing, RFP and other client-facing teams.

Supporting relationships across model portfolios, portfolio solutions, multi-asset funds, custom model portfolios, bespoke mandates and outcome-oriented investment solutions.

Providing market intelligence, competitor insights and client feedback to help inform business priorities and client engagement activities.

Representing the EMEA Asset Allocation team through client meetings, due diligence reviews, conferences and business development activity across the UK and EMEA, including regular travel as required.

What you can bring:

Proven experience within asset management, wealth management or related financial services.

Significant experience with multi-asset solutions, model portfolios, portfolio solutions or related outsourced investment propositions is essential.

Experience gained within Investment Specialist / Client Portfolio Management, portfolio solutions, or a closely related client-facing investment role.

Strong understanding of model portfolios, portfolio solutions and outsourced investment propositions across adviser, wealth management and institutional client channels.

Experience engaging with advisers, wealth managers, platforms, private banks, consultants and sophisticated investors.

Experience supporting custom mandates, portfolio solutions, model portfolio businesses or broader multi-asset capabilities across intermediary, wealth management and/or institutional client channels would be advantageous.

Strong investment knowledge across asset allocation, portfolio construction concepts and multi-asset solutions.

Deep understanding of model portfolios, portfolio solutions and broader multi-asset investment capabilities.

Understanding of customised mandates, bespoke investment solutions, outcome-oriented solutions and alternative allocations.

Knowledge of UK intermediary markets and broader EMEA wealth management and institutional distribution channels.

Excellent presentation, communication and stakeholder-management skills.

Strong written skills, including presentations, RFPs, DDQs and technical investment content.

Commercial awareness combined with strong investment credibility. Ability to influence through expertise, judgement and collaboration.

We are looking for someone who:

Is collaborative, credible and commercially aware.

Able to act as a trusted extension of the Lead Portfolio Manager and EMEA portfolio management team.

Motivated by client engagement, investment communication and franchise development rather than direct portfolio management responsibility.

Brings strong interpersonal skills and ability to build constructive internal and external relationships.

Is flexible, self‑motivated and detail‑oriented.

Location of role: 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 the Henley-on-Thames office.

Disability Confident Scheme

Applicants who opt in to the Disability Confident Scheme and meet the 'minimum criteria' for the role will be offered an interview. We are committed to providing an inclusive recruitment process for all candidates who make an application. By opting‑in to this scheme, applicants will be disclosing that they have a disability solely for the purpose of the Disability Confident Scheme.

The Disability Confident Scheme only guarantees an interview - it does not automatically mean that applicants interviewed will gain employment with Invesco at that time.

To apply through the Disability Confident Scheme, you'll need to firstly ensure you have applied for the role via our external careers page. Following this, you'll need to email us at [e-mail] confirming your wish to opt‑in, alongside your contact details and the title of the role you wish to apply for.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

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 the role's advertised 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.

We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to be themselves at work.

Our commitment to the community and environmental, social and governance investing:
We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about. We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience.

Recruitment Agencies

Invesco has an in-house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly.

Regulatory

This position may fall in-scope of one or multiple regimes/directives.