Fixed Income Client Portfolio Manager: Strategic Client Engagement

Invesco Real Estate

Atlanta (GA)

On-site

USD 100,000 - 150,000

Full time

14 days+
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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

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%.
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