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.
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Job Description
Job Purpose (Job Summary)
Department Summary:
The Business Strategy & Development team is a fully integrated team of Client Portfolio Managers (CPMs) and Product Managers, created to support and service our investment capabilities across diversified channels and regions. The team’s purpose is to maximize franchise value through best-in-class product positioning, leading as client advocates, and implementing business plans to drive organic growth, profitability, and asset retention.
Investment Capability Summary:
Invesco Fixed Income (IFI) manages $459 billion in assets as of December 31, 2023. The platform is organized to meet the diverse needs of our global client base with 182 investment professionals across 9 investment teams in 12 key markets. Our clients are a mix of Retail Investors and Institutions.
Job Purpose
Invesco is seeking a Product Manager to support the firm’s Fixed Income investment capabilities. In this role, the Product Manager is responsible for providing key support with positioning a set of investment strategies, researching competitive landscape and product trends, and driving overall product management initiatives to support new business development efforts across institutional and retirement channels. The role will include support for our Structured Investments platform, as well as other Invesco fixed income product lines and business channels.
The individual will work closely with the client portfolio managers, product managers, marketing, and portfolio teams, as well as other key business support functions, including acting as a liaison between the portfolio management team and both internal and external constituents on product-specific matters.
This individual should have an understanding of fixed income markets and concepts (preferably the asset management business, in particular), and must be regarded as a credible source of information and perspective for both fundamental and macro-economic factors affecting the asset class.
The Product Manager will have an intimate knowledge of the investment philosophy and process of each investment product supported. This includes a detailed understanding of current investment themes within the portfolio, knowledge of portfolio holdings, risk attributes of the strategy, past and current positioning of the portfolio, near-term outlook for the strategy and performance attribution.
The Product Manager acts as client advocate and “general manager” within the business unit, ensuring products are delivering outcomes that match client expectations. Strong communication and organizational skills are core requirements for the position.
Key Responsibilities / Duties:
- Interacting effectively with Invesco’s internal teams
- Support the team’s development and execution of the overall business strategy for its product line and represent investment teams to internal and external clients.
- Manage and support month- and quarter-end product marketing update process
- Effectively engage with portfolio managers and analysts to maintain and be able to communicate a detailed understanding of the investment process, product performance and the portfolio management team’s outlook and investment perspectives
- Prepare client presentation and marketing materials
- Liaise with sales force to ensure timeliness and high-quality standards for client meetings are met
- Coordinate efforts between departments (i.e., marketing, legal/compliance, finance, operations)
- Build and maintain knowledge of macroeconomic landscape and asset class trends to provide context to Invesco sales teams
- Respond to internal client inquiries about investment products
- Assist in answering RFP/RFI questionnaires
Business-related functions:
- Work with market data research teams to gather and articulate competitive landscape and industry trends across all relevant distribution channels; Be able to clearly articulate what differentiates our products from the competition
- Recommend potential actions needed to improve our competitive positioning, enhance investment processes and drive franchise value
- Develop and implement effective product marketing initiatives designed to build sales momentum and/or defend a critical investment franchise.
- Monitor assets, including pipeline of opportunities and investment flows and report to investment and business leaders
- Collaborate on ad-hoc research projects
Client-related interactions
- Respond to client requests from both retail and institutional investors
- Utilize risk and performance attribution data to help develop portfolio commentaries
- Participate in thought leadership initiatives including whitepapers, blogs and other media
- Provide Sales & Distribution with training, large conference and client meeting support
Skills / Other Personal Attributes Required:
- Entrepreneurial spirit, with a focus on continuous improvement, willingness to take risks, embrace and lead change, determination to find creative solutions to problems.
- Detail oriented
- Strong work ethic and drive to succeed.
- Highly developed communication skills, both written and verbal
- Good people and interpersonal skills.
- Ability to demonstrate sound judgment.
- Strong PC skills. Proficiency with Bloomberg, Microsoft Office, eVestment, Morningstar, and Aladdin is preferred
- Understanding of financial markets, investment concepts and processes
- May be expected travel occasionally
Formal Education:
(minimum requirement to perform job duties)
- 5+ years of investment experience, with a focus on research, writing, marketing, and data and content management processes
- Undergraduate degree required, preferably in business or related discipline
- Interest in the CFA program or in the pursuit of an MBA is preferred
- Series 7 and 63 required within 6 months of employment
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
Yes
Workplace 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.
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
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.
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