Client Portfolio Manager - Fixed Income

1201 Invesco Advisors Inc.; Atlanta (GA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Flexible paid time off

401(K) matching

Health & wellbeing benefits

Parental leave benefits

Employee stock purchase plan

Job summary

1201 Invesco Advisors Inc. in Atlanta seeks a Client Portfolio Manager (CPM) to integrate into the portfolio management team. This role requires deep knowledge of capital markets and a strong focus on client engagement.

The ideal candidate will have 10+ years of experience in client-facing roles, strong communication skills, and the ability to represent investment strategies to clients. An undergraduate degree is required, with an MBA or CFA preferred.

The position includes benefits such as a hybrid work model and 401(K) matching.

Qualifications

• 10+ years of investment-related client-facing experience, preferably in U.S. investment grade or high yield strategies.
• Experience with financial advisors, investment consultants, and institutional investment committees.
• Deep investment expertise, including portfolio construction and market dynamics.

Responsibilities

• Grow and retain business by representing the investment team to clients.
• Provide end-to-end client servicing that meets high standards.
• Communicate investment strategies and insights to clients.

Skills

Investment-related client-facing experience

Communication skills

Strong work ethic

Proficiency with Bloomberg and Microsoft Office

Team collaboration

Education

Undergraduate degree

MBA or CFA preferred

Tools

Bloomberg

Microsoft Office

Morningstar

Job description

About Invesco

Invesco is one of the world’s leading independent global investment firms, dedicated to rethinking possibilities for our clients. By delivering distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles worldwide. Invesco offers challenging work, intelligent colleagues, and exposure across a global footprint.

Compensation and Benefits

Flexible paid time off, hybrid work schedule, 401(K) matching of 100% up to 6% with a discretionary supplemental contribution, health & wellbeing benefits, parental leave benefits, employee stock purchase plan.

Quick Facts

• $536 billion in assets under management as of December 31, 2025
• 175 investment professionals averaging 18 years in the industry and 13 years with Invesco
• 12 primary strategies with a presence in 12 key global markets

Job Purpose

The IFI Client Portfolio Manager (CPM) acts as an integral part of the portfolio management team and possesses deep knowledge of capital markets and the investment philosophy across specified strategies. The CPM is a credible investment professional who serves as the primary interface between client‑facing resources and the investment team, communicating performance attribution, portfolio activity, and investment views to institutional and retail stakeholders.

Key Responsibilities / Duties

• Grow and retain business by representing the investment team and key investment strategies to clients.
• Serve existing clients via in‑person meetings, conference calls, and board or investment committee meetings, including acting as a substitute for Portfolio Managers when needed.
• Provide end‑to‑end client servicing that meets high standards expected from Invesco products.
• Communicate investment strategies, portfolio updates, and insights to drive client engagement and loyalty.
• Develop research, presentations, and investment insights for clients, monitoring key investment and industry trends.
• 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

• Develop institutional and wealth opportunities by educating consultants, investment platform gatekeepers, and prospects on investment‑grade and high‑yield strategies.
• Develop and modify collateral such as final presentations, DDQs, RFPs, and due‑diligence meeting presentations as needed.
• Build strong relationships with the Distribution teams to support 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 with investment platform research analysts, field‑level financial advisors, retirement plan gatekeepers, investment consultants, and institutional investment committees.
• Deep investment expertise, including portfolio construction, risk drivers, market dynamics, and product‑specific nuances.
• Entrepreneurial spirit with continuous improvement and willingness to take risks.
• Strong work ethic, drive to succeed, and strong communication skills (written and verbal).
• Proficiency with Bloomberg, Microsoft Office, Morningstar, and other software tools; comfort with AI tools to enhance productivity.
• Strong team player with ability to collaborate and communicate well with others.
• Estimated 25‑50% travel.

Formal Education & Licenses

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

Workplace Model

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 as of October1,2025.

Equal Opportunity Statement

Invesco is proud to be an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, 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.

Additional Information

The above information indicates the general nature and level of work performed by employees within this role. It is not intended to be a comprehensive inventory of all duties, responsibilities, and qualifications required. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.