Institutional Sales Analyst

Invesco; New York (NY); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching up to 100% up to 6%

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco in New York, NY seeks a North America Institutional Sales Analyst to partner with Sales and Consultant Relations, delivering analytical support for marketing and sales initiatives and enhancing client experiences.

You will develop expertise across asset management, institutional sales, and analytics, supporting campaigns and client materials while collaborating with partners across Sales, Marketing, Client Service and Investments.

Qualifications

• Strong analytical and problem-solving skills.
• Excellent written and verbal communication.
• Business and financial acumen with client-oriented mindset.
• Experience in sales and/or client service.
• Proactive, self-motivated and a team player.
• Familiarity with industry datasets/tools and CRM systems is a plus.
• Willingness to obtain FINRA SIE, Series 7 and 63 within the firm-defined period.

Responsibilities

• Support marketing and sales initiatives with analytical insights.
• Maintain client profiles and background materials for meetings.
• Track sales activity and pipeline data in CRM and industry tools.
• Collaborate with Sales, Marketing, Client Service and Investments to drive timely campaigns.
• Create tailored materials for clients, prospects, or consultants.
• Assist senior staff with business plan execution and performance tracking.
• Contribute to North American Institutional initiatives to improve reporting and communication.
• Research client demand trends and build a path to future Invesco Institutional sales.

Skills

Analytical skills

Communication skills

Financial acumen

Team player

Entrepreneurial mindset

Sales experience

Self-motivated

Strong work ethic

Tools

Microsoft Office

Salesforce

eVestment

Preqin

WithIntelligence

Money Market Directory

FinSearches

Job description

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.

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.

What’s in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:

• Flexible paid time off
• Hybrid work schedule
• 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan

Job Description

About the Team:

North America Institutional ("NAI") is responsible for building and maintaining relationships with institutional asset owners, intermediaries and partners. Our team of dedicated professionals provides insights into industry trends and investor challenges across pension plans, insurance companies, nonprofit organizations and financial institutions. Operating with a client-centric mentality, we strive to bring all of Invesco to our clients adding value beyond investment returns.

About the Role:

The NAI Sales Analyst position will partner closely with Sales and Consultant Relations members of the NAI team to provide analytical support to marketing and sales initiatives, which augment distribution efforts and drives a superior end-to-end client experience. The NAI Sales Analyst will develop a broad array of experience within asset management, institutional sales/consultant relations and analytical operations of Invesco.

Responsibilities of the Role:

• Ensure timely delivery against reporting needs of both internal business partners and external clients by working with broader Invesco organization
• Prepare client profiles and other background materials for client meetings
• Maintain and monitor sales activity, client insights and pipeline data in Salesforce leveraging third-party tools such as eVestment, Preqin, WithIntelligence, Money Market Directory, FinSearches, etc.
• Work closely with internal partners across Sales, Marketing, Client Service and Investments to help drive and develop timely marketing campaigns
• Coordinate with internal partners on production and distribution, thus developing compelling, tailored materials for use with clients, prospects, or consultants as necessary
• Support development of and track performance against execution of business plans for senior team members and external clients, prospects and consultants as assigned
• Participate in specific North American Institutional business initiatives to improve overall team performance efforts related to enhancing reporting/communication
• Conduct research on client demand trends
• Building personal skillset to be an Invesco Institutional salesperson of the future

Requirements of the Role:

• Strong analytical and problem-solving skills
• Team player and self-motivated
• Strong business and financial acumen and interest
• Excellent oral and written communication skills
• Proficient computer skills, including Microsoft Office products, etc.
• Good general investment industry knowledge
• Strong work ethic
• Entrepreneurialism – demonstrate initiative to originate new or innovative approaches that will enable Invesco to remain an industry leader
• Prior experience in sales and/or client service
• FINRA SIE, Series 7 and 63 licensing a plus (must acquire within firm-defined time period)

The salary range for this position in New York, NY is $100,000- $110,000 Base/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location

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.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, 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.