Fixed Income Client Portfolio Lead (Hybrid)

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

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.