About Invesco

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. 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, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

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: 

• Generous annual leave plus flexible paid time off

• Hybrid work schedule 

• Learning and development programs

• Health & wellbeing benefits 

• Parental Leave benefits 

• Employee stock purchase plan (if applicable in your region)

Job Description

Key Responsibilities / Duties:

1. Sales Collateral & Presentation Support:

 

· To develop and maintain a library of up-to-date sales and marketing materials, including pitch books, fact sheets, presentation decks, and biographies.

· Customize presentations and meeting materials for specific client pitches and reviews.

· Prepare detailed pre-meeting briefing packages and post-meeting follow-up correspondence for Sales Directors.

 

2. RFP, RFI, and DDQ Management:

 

· Assist in the process for Requests for Proposal (RFP), Requests for Information (RFI), and Due Diligence Questionnaires (DDQ).

· Collaborate with sales, product, compliance, performance, and investment teams to gather accurate and compelling content.

· Write, edit, and customize high-quality, persuasive responses that highlight the asset class capability and align with client objectives.

· Ensure all submissions are accurate, professionally presented, and delivered by strict deadlines.

 

3. Client Data & Reporting:

 

· Fulfil ad-hoc data requests from clients and prospects (e.g., performance analytics, portfolio characteristics, ESG data).

· Work with data and operations teams to ensure the accuracy of client reports and statements.

· Assist in maintain the CRM (e.g., Salesforce) to ensure all client interactions, meeting notes, and pipeline activities are accurately recorded by the sales team.

 

4. Client Onboarding & Servicing Support:

 

· Assist the Sales Directors during the client onboarding process, liaising with legal, compliance, and operations to ensure a smooth transition from sale to implementation.

· Serve as a secondary point of contact for client inquiries, ensuring they are routed to the correct internal team and resolved promptly.

 

5. Market & Competitor Intelligence:

 

· Conduct research on prospective clients to understand their investment needs, structure, and current mandates.

· Monitor competitor offerings, pricing, and market trends to help the sales team position our products effectively.

 

Qualifications and Experience

 

Required:

· Bachelor's degree in Finance, Economics, Business, or a related field. CFA/CAIA would be a plus.

· 2-4 years of experience in an asset management firm or financial services firm, preferably in sales support, relationship management.

· Strong understanding of financial markets and various asset classes (e.g., equities, fixed income, alternatives).

· Exceptional writing, editing, and proofreading skills with a keen eye for detail.

· Advanced proficiency in Microsoft Office Suite (PowerPoint, Excel, Word).

· Experience with CRM systems, preferably Salesforce.

· Proven ability to manage multiple projects simultaneously under tight deadlines.

 

 

Competencies (Soft Skills)

 

· Proactive & Anticipatory: Thinks several steps ahead from client’s perspective.

· Exceptional Communicator: Clear and concise in both written and verbal communication.

· Client-Obsessed: Dedicated to providing outstanding service and support.

· Collaborative Team Player: Builds strong relationships with colleagues across all departments.

· Resilient & Adaptable: Thrives in a fast-paced, dynamic environment.

· Meticulous Attention to Detail: Committed to producing error-free work.

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 four days a week, with one day working outside an Invesco office.