Private Markets Solutions Strategist

Invesco; New York (NY); Hybrid; USD 200,000 - 250,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching

Health & wellbeing benefits

Parental Leave

Employee stock purchase plan

Job summary

Invesco, a global investment firm, seeks a senior professional to lead private markets initiatives in New York. You will develop launch plans, support client reviews, and analyze market trends.

Candidates bring 10+ years in financial services, strong communication, and deep knowledge of private markets and private credit. Travel may be required.

Qualifications

• Minimum 10 years of experience in financial services or investment industry, with a preference for portfolio management, analysis, or client-facing activities in private markets.
• Strong knowledge of private markets asset class, sub-asset classes, product structuring, and client demand characteristics; private credit preferred.
• Understanding of macroeconomics and its relation to private markets demand and product evolution.

Responsibilities

• Develop launch and marketing plans for private markets products offered through Invesco’s Solutions & Custom Strategies team.
• Provide client-facing support to private markets portfolios, including client presentations and due diligence exercises.
• Research market and client trends for private markets and develop tailored communications.
• Communicate with portfolio managers, analysts, researchers, and strategists on private markets opportunities.
• Ensure adherence to day-to-day corporate and regulatory policies.

Skills

Communication skills

Client-facing

Financial analysis

Portfolio management

Leadership

Attention to detail

Technology fluency

Education

Undergraduate degree in Business/ Economics/ Finance

CFA or CAIA preferred

Tools

Bloomberg

Aladdin

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.

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

Key Responsibilities / Duties

• Develop launch and marketing plans for private markets products offered through Invesco’s Solutions & Custom Strategies team
• Provide client-facing support to private markets portfolios offered by Invesco, Invesco-managed private funds, and other custom solutions, including client presentations (e.g., monthly / quarterly reviews), prospect pitches, and due diligence exercises
• Research the market and client trends for private markets strategies and develop tailored client-facing communications responsive to those market characteristics
• Communicate regularly with portfolio managers, analysts, researchers, and other strategists on private markets asset classes, portfolio positioning, market opportunities, and product opportunities
• Actively pursue efficient execution of responsibilities, while ensuring the adherence to day-to-day corporate and regulatory policies and requirements

Work Experience / Knowledge

• Minimum 10 years of experience in the financial services or investment industry, with a preference for portfolio management, analysis, or client-facing activities in private markets broadly and private credit in particular.
• Strong knowledge of the private markets asset class, including sub-asset classes, product structuring, and client demand characteristics with experience in private credit preferred.
• Understanding of macroeconomics and its relation to private markets demand and product evolution

Skills / Other Personal Attributes Required

• Ability to deliver results in a fast-paced environment, while working on multiple deliverables concurrently and adapting as necessary
• Self-motivated; working both independently and collaboratively, both as a leader and a team member
• Strong verbal and written communication skills
• Strong attention to detail and organizational skills
• Strong decision-making skills including the ability to research and analyze topics to determine the correct course of action
• Strong relationship building and interpersonal skills
• Aptitude for technology and software systems (e.g., Bloomberg, Aladdin) its application both for analyzing portfolios, and for trade workflow

Formal Education

• Undergraduate degree in Business, Economics, Finance preferred; Graduate degrees are a plus
• CFA or CAIA preferred

Some travel may apply

The salary range for this position in New York, NY is $200,000 - $250,000/year. The total compensation offered for this position includes salary and incentive pay and will vary based 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.

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'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.