Portfolio Advisory Consultant

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

The Portfolio Advisory team provides wealth managers with access to industry-leading analytics and a second set of eyes to better navigate the evolving portfolio management landscape. The team strives to help clients manage risk, identify opportunities, and uncover unintended portfolio exposures.
You Will Be Responsible For:

• Consulting with top advisory teams on improving their portfolio construction process by helping them create new models or improve existing models and ensuring their portfolio positioning aligns with their objectives.
• Leverage IIS’s proprietary investment (including capital market assumptions, macro regime analysis, investment due diligence, trends in advisor portfolios) and portfolio risk & analytic capabilities (Vision)
• Meet frequently with assigned distribution team (or teams) to communicate new thought leadership, analytic capabilities, and IIS investment content
• Create effective feedback loop to ensure proper client follow up and execution

The Experience You Bring:

• 5-7 years relevant experience working closely with wealth managers in a portfolio advisory capacity
• Demonstrated interest and aptitude for continued learning and practically applying portfolio construction and optimization approaches.
• Highly developed communication skills, both written and verbal, including ability to present complex investment material in a digestible manner
• Team player that openly communicates successes and challenges with goal of improving team productivity
• Strong organizational skills and detail orientation
• Open minded, flexible, and willing to listen to other people’s opinions
• Interpersonal skills necessary to effectively communicate over the phone or in person with a variety of individuals at all technical levels are required
• Experience with MSCI Barra One or Morningstar Direct a plus
• Technical skills, including strong investment acumen, understanding of financial markets and economics, and a detailed understanding of portfolio construction techniques
• Technical understanding of portfolio construction, asset allocation, and risk management
• Ability to synthesize and communicate complex investment concepts and ideas to investors

The role:

• Combining quantitative portfolio analysis with qualitative insights to impactfully communicate with clients.
• Synthesize complicated portfolio analytics to provide relevant, digestible insights and actionable takeaways for clients
• Build strong relationships with your assigned distribution partners by acting as a flexible and willing partner to help them build their business
• Generate ideas and feedback to continuously improve the team’s client engagements and offer best-in-class consultations

Formal Education:

• Relevant advance degrees from top academic institution desirable (e.g. MBA, Finance, Economics, etc.)

License / Registration / Certification:

• Series 7 and 63/66 preferred
• CFA or MBA preferred

The salary range for this position in Newport Beach and New York City is $105,000 - $125,000 / 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)

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. 

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.