Junior Client Portfolio Manager

 

Description:

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.
Your role
As a Junior Client Portfolio Manager you will support the EMEA-based Invesco Fixed Income (IFI) Client Portfolio Management team by assisting in a wide range of activities essential to the successful execution of the team's responsibilities.
What we are looking for

Preparing presentation materials for external client meetings, investment seminars, as well as internal client portfolio management team activities
Providing detailed, current and historical portfolio analysis for use in client interactions, regular reporting and to answer queries
Liaising closely with performance, risk and investment teams in support of the wider team activities
Supporting new business activities such as assisting in the completion of RFPs, DDQs and pitch books through close partnership with RFP, sales and investment teams, as necessary
Assisting in the provision of regular written market and strategy performance commentary
Production and dissemination of regular data reporting requests
Responding to ad-hoc client queries
Updating and disseminating standard presentation and marketing materials on a regular basis
Assisting in the analysis and forecasting of key market trends, competitor developments and product evolution to aid in associated business development activities
Supporting the creation of new investment and strategy related content
What you can bring

Experience of using market data software such as Bloomberg / Reuters
Solid experience in using Microsoft Excel and Powerpoint
Sound foundation of investment knowledge gained through work experience or study for investment qualifications such as IMC / CFA or similar
Good understanding of fixed income portfolio analytics and familiarity with the use of portfolio management tools / systems
Team player with ability to work on own initiative
Strong analytical skills
Critical thinker and problem solver
Keen attention to detail
Effective communication and influencing skills
Ability to escalate issues when appropriate
Excellent organisational and time management skills
A relevant tertiary qualification is required
 

Organization Invesco
Industry Management Jobs
Occupational Category Junior Client Portfolio Manager
Job Location London,UK
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 2 Years
Posted at 2023-10-14 5:13 pm
Expires on 2025-01-21