Associate Portfolio Manager

Posted 2 Days Ago
Be an Early Applicant
Square Mile, Greater London, England
Mid level
Fintech • Software • Financial Services
The Role
As an Associate Portfolio Manager at Invesco, you will manage fixed income ETFs and indexed strategies, improve in-house quant solutions, perform daily risk management, and ensure portfolios align with compliance guidelines. You will collaborate with global PMs, enhance investment processes, and communicate with market participants to facilitate ETF flows.
Summary Generated by Built In

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

We have an outstanding benefits package which includes: 

  • Company-provided healthcare 
  • A competitive annual leave allowance 
  • Flexible working options, including hybrid working arrangements 
  • Generous pension provisions 
  • Income protection 
  • Health and wellness benefits 
  • Volunteering days 
  • Enhanced parental leave 
  • Life insurance 

Your role:

You will be responsible for the day-to-day portfolio management of the fixed income ETF and indexed strategies at Invesco. You will interact closely with the team to enhance our in-house quant solutions utilising strong programming skills in Python and a solid understanding of ETFs, portfolio modelling, currency hedging, financial markets, benchmarks (index), trading and index-based management. You will be a part of a global PM team.

What we are looking for: 

  • Daily portfolio management of Fixed Income index-based ETFs and indexed strategies with the aim of creating an optimal portfolio that effectively tracks the underlying benchmark
  • Work with the quant team to support, improve and enhance our in-house quant solutions
  • Responsible for daily risk management including good-to-trade reconciliation process, corporate action management, new issues' participation, cash management, index reconciliation, performance and trade cost analysis
  • Work with the global PMs to ensure that all portfolios are within allowable risk, compliance and regulatory guidelines
  • Gain a thorough understanding of the global ETF infrastructure and process flow with the aim to continuously improve the investment process and promote scalability in indexed strategies
  • Should build thorough understanding of the fixed income benchmarks and work with the providers to ensure that the data is clean and good to trade
  • Understand the underlying investment strategies and accordingly collaborate with central dealing desk on executing the orders
  • Communicate with APs/market makers to facilitate in-kind ETF flows. Help broaden our broker network to source bonds

 What you can bring: 

  • Prior experience in managing or helping manage Fixed Income portfolios would be a plus
  • Prior experience in managing any passive assets or ETFs would be great asset
  • Excellent programming skills required in Python, SQL and VBA
  • Experience in other programming languages is a plus
  • Knowledge of the global fixed income markets, prior portfolio management or trading experience and the ability to provide market colour are preferred skills
  • High proficiency in any of the following PM systems is considered a plus: Aladdin, Bloomberg, Charles River
  • Strong analytical skills to analyse and interpret various market data and apply such information to written reports and oral presentations
  • Ability to make quick decisions, establish priorities and concentrate on detailed information under stressful conditions
  • Desire to work closely in team environment with fellow portfolio managers and global teams
  • CFA and/or MBA (or progress towards CFA designation) is preferred, but not required
  • Degree in finance or quantitative finance would be a plus

Disability Confident Scheme

Applicants who opt in to the Disability Confident Scheme and meet the ‘minimum criteria’ for the role will be offered an interview. We are committed to providing an inclusive recruitment process for all candidates who make an application. By opting-in to this scheme, applicants will be disclosing that they have a disability solely for the purpose of the Disability Confident Scheme.  

The Disability Confident Scheme only guarantees an interview – it does not automatically mean that applicants interviewed will gain employment with Invesco at that time. 

To apply through the Disability Confident Scheme, you’ll need to firstly ensure you have applied for the role via our external careers page. Following this, you’ll need to email us at [email protected] confirming your wish to opt-in, alongside your contact details and the title of the role you wish to apply for.  

#LI-DNI

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

YesWorkplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. 

If this sounds like you, we’d love to hear from you! We want all of our candidates to shine during the application and selection process, so if you need any adjustments to be made, please send an e-mail to [email protected]. Please include your name, the job you are interested in, and the type of adjustment you need (for example; breaks during your interview, remote interviews, additional time for assessments or other required adjustments)

We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to be themselves at work.

Our commitment to the community and environmental, social and governance investing:
We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about.  We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience. 

Recruitment Agencies: 
Invesco has an in-house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly.

Regulatory:
This position may fall in-scope of one or multiple regimes/directives.

Top Skills

Python
SQL
VBA
The Company
HQ: Wimbledon
522 Employees
On-site Workplace
Year Founded: 2004

What We Do

intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow. Our solutions support over 30,000 financial professionals worldwide, representing over three million end-investors, with over $1 trillion (US) advised across our platforms.

intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry with $1.6tr AUM. Whilst intelliflo remains independent in operations to Invesco, we draw from its strengths. After bringing together Invesco’s digital advisory solutions under our global intelliflo brand in March 2021, we continue to remain dedicated to powering the entire advisory lifecycle through our range of open architecture solutions, as the global leader in financial advice technology.

Digitization is transforming wealth management. Invesco is committed to creating commercial software that allows advisors, institutions, and investors, to unlock technology-enabled possibilities. intelliflo is a key part of Invesco’s ambition to build the future of wealth management.

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