Client Portfolio Manager - Fixed Income

Invesco Ltd.; Atlanta, Northern (GA, KY); Hybrid; USD 100,000 - 150,000; Full time

Job summary

A global investment firm in Atlanta is seeking an experienced Client Portfolio Manager. This role involves representing the investment team to clients, servicing existing clients, and developing investment insights. The ideal candidate has over 10 years of client-facing experience in investment strategies, strong communication skills, and an understanding of financial markets. An undergraduate degree is required, with an MBA or CFA preferred. This is a full-time position with expected travel of 25-50%.

Qualifications

• 10+ years of investment-related client-facing experience covering U.S. strategies.
• Strong understanding of portfolio construction and market dynamics.
• Ability to travel 25-50%.

Responsibilities

• Represent investment team to clients and service existing clients.
• Drive development of research and insights for clients.
• Attend and present at industry and client conferences.

Skills

Investment-related client-facing experience

Strong communication skills

Technical skills in financial markets

Ability to collaborate

Education

Undergraduate degree in business or related discipline

MBA/CFA preferred

Tools

Bloomberg

Microsoft Office

Morningstar

Job description

, and how to manage your# **About Invesco**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.#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.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 team’s investment philosophy and process across specified strategies. The CPM is regarded as a credible investment professionals who acts as the primary interface between our client-facing resources and the investment team. The CPM interacts with the portfolio management team daily to understand historical and current portfolio positioning, market conditions and portfolio themes. The CPM is able to communicate performance attribution, the rationale for specific holdings and portfolio activity, risk attributes, and views of the team clearly and succinctly to a variety of institutional clients and institutional / retail stakeholders. 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 the Client Portfolio Analyst and Product Managers on business plans and marketing content across the product suite they represent.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.The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time. Invesco is committed to fair and accessible employment practices. If selected for an interview, we will work with you to ensure that your interview is accessible and accommodation is provided. Please contact us at [e-mail] to let us know if you require accommodation for an interview due to a disability.# **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 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.The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive