Wealth Channels Client Portfolio Manager - Hybrid
Invesco
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Benefits offered by this job
Job summary
Invesco in Atlanta seeks an experienced IFI Client Portfolio Manager to join the portfolio management team. The CPM interfaces with client-facing resources and the investment team, communicating performance, holdings rationale, risks, and portfolio activity to institutional clients and stakeholders.
The role requires deep market knowledge, a self-starting attitude, and strong communication. You will partner with product managers on business plans and marketing content across the product suite
Qualifications
- 10+ years of investment-facing experience focused on US investment grade or high yield.
- Experience with investment platform research analysts, field level financial advisors, and gatekeepers.
- Strong investment knowledge of portfolio construction, risk drivers, and market dynamics.
- Willingness to travel 25–50%.
Responsibilities
- Collaborate with distribution teams to educate gatekeepers on multi‑sector strategies.
- Create and modify collateral, briefs, DDQs, RFPs and meeting materials.
- Build relationships with internal and external distribution teams to support sales strategy.
- Develop research and investment insights for evaluators and media channels; monitor market trends.
- Present at industry conferences and differentiate Invesco products for clients.
Skills
Education
Tools
Job description
Invesco in Atlanta seeks an experienced IFI Client Portfolio Manager to join the portfolio management team. The CPM interfaces with client-facing resources and the investment team, communicating performance, holdings rationale, risks, and portfolio activity to institutional clients and stakeholders.
The role requires deep market knowledge, a self-starting attitude, and strong communication. You will partner with product managers on business plans and marketing content across the product suite
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