Invesco
Global asset management and investment solutions
Principal TEI Strategy & Planning Analyst
+ Incentive pay + 401(k) match + Employee stock purchase plan
More locations: New York, NY, USA | Atlanta, GA, USA
At least four full days each week must be worked in an Invesco office.
About the job
- Five to ten years of related work experience.
- Demonstrated success and experience executing initiatives and strategies.
- Proven verbal and written communication skills, including creating and presenting presentations and other materials that translate technical information and solutions into understandable information.
- A structured, detailed approach to work and disciplined time-management skills.
- Proven experience working collaboratively and building strong relationships at all levels of the organization.
- A bachelor's degree in business, communications, technology, or a related field of study, or equivalent years of direct work experience.
- Support the Strategy, Operations & Execution Director/Chief Administrative Officer of TEI by coordinating strategic planning, communications, work management, employee engagement, budget, and reporting across the TEI organization.
- Develop and implement strategic plans.
- Monitor industry trends and provide insights to inform strategic decisions.
- Facilitate strategic planning sessions and ensure alignment across the organization.
- Measure and communicate progress of strategic initiatives to all levels of the organization, leadership stakeholders, and partners.
- Develop and implement persona-based communication strategies across the organization.
- Prepare presentations, reports, and other communication materials for the TEI team.
- Develop communications through multiple channels and media, including intranet content, town halls, key leadership and organization-wide meetings, posts, and newsletters.
- Oversee the development and execution of communication plans and content with Corporate Communications to articulate TEI's vision, strategy, and initiatives.
- Develop and track objectives and key results and key performance indicators for the organization, aligned with overall Invesco and Technology & Operations strategy and goals.
- Use TEI operational and financial data to provide actionable insights and recommendations.
- Ensure timely and accurate reporting to support decision-making processes.
- Provide administrative and operational support to the Strategy, Operations & Execution Director/Chief Administrative Officer of TEI and Head of TEI as required.
- Coordinate and manage leadership team meetings, including agenda setting and follow-up actions.
- Assist in developing and executing special projects and initiatives.
- Collaborate with TEI leaders and cross-functional teams to identify roadblocks, solve complex problems, and develop solutions supporting execution of key technology strategic initiatives.
- Promote a strong learning culture that empowers high-performing teams and leaders.
- Organize and participate in learning and adoption accelerator events, including hackathons, workshops, and knowledge-sharing forums.
- Develop and execute a talent strategy to retain, assess, and develop talent presently and in the future.
- Expand and enable role-based learning pathways covering roles and skills, addressing skill gaps, enabling workforce planning, improving performance, and creating incentives and rewards.
- Champion Agile ways of working and support a culture of continuous learning, development, and empowerment.
About the company
Invesco provides investment management services to retail and institutional clients worldwide. It manages a broad mix of assets, including mutual funds, exchange-traded funds (ETFs), and private equity, and earns revenue mainly from management fees on assets under management. The company serves clients in more than 150 countries, offering diverse investment opportunities across public and private markets. Its product line relies on market performance, meaning returns and assets under management rise and fall with financial conditions. Invesco differentiates itself through its global footprint and range of investment vehicles, aiming to grow assets under management by attracting clients and offering access to a wide set of investment options. The company’s goal is to deliver value for clients by managing assets responsibly and efficiently while expanding its global presence and assets under management over time.
Company Size
501-1,000
Company Stage
IPO
Headquarters
Henley-on-Thames, United Kingdom
Founded
1935
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Simplify's Take
What believers are saying
- August 31, 2026 AUM hit $2.562 trillion after $27.6 billion August inflows.
- Q2 2026 record $45.1 billion inflows lifted adjusted operating margin to 37.5%.
- The new platform targets custom mandates, SMA growth, and hybrid implementation by year-end 2026.
What critics are saying
- Invesco Core Real Estate-USA carries a $2.2 billion redemption queue and 20% fee cuts.
- Fundamental equities lost $7.7 billion in Q2 2026, led by institutional liquidations.
- SEC's Sept. 11, 2026 default judgment against Invesco Alpha hurts compliance credibility.
What makes Invesco unique
- QQQ and ETFs drove $30.1 billion inflows in Q2 2026, anchoring Invesco's brand.
- Solutions & Custom Strategies unifies public, private, active, and passive products globally.
- China and India joint ventures plus Asia-Pacific leadership deepen local distribution and access.
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Benefits
Unlimited Paid Time Off
Hybrid Work Options
401(k) Company Match
Health Insurance
Parental Leave
Employee Stock Purchase Plan
Company News
Invesco has launched Solutions & Custom Strategies, a unified global platform delivering bespoke investment solutions across wealth and institutional channels. The open architecture platform combines Invesco's investment capabilities in public and private markets with both active and passive strategies. Clint Harris has been appointed Global Head of Solutions & Custom Strategies, reporting to Co-Head of Investments Stephanie Butcher. Darby Nielson joined as CIO of Multi-Asset Solutions, bringing over 20 years of experience in investment strategy. The platform integrates custom models and separately managed accounts with a technology-forward approach. It responds to evolving client needs for greater customisation and deeper partnerships with fewer managers. Invesco manages US$2.5 trillion in assets as of June 2026, serving clients in more than 120 countries.
Invesco Ltd. reported record net long-term inflows of $45.1 billion in Q2 2026, driven by its diversified global platform. The firm's operating margin expanded to 37.5% as net revenue grew 17% year-to-date. The QQQ innovation suite generated $130 million in incremental net revenue in the first half of 2026. Over 30 products saw inflows exceeding $500 million each during the quarter. Fundamental equities experienced $7.7 billion in outflows, partly due to large institutional liquidations. The firm's leverage ratio improved from 2.7x to 1.9x following $1.5 billion in preferred share repurchases. Management targets a high-30s operating margin and a 60% total payout ratio through dividends and buybacks. Hybrid investment platform implementation is expected to complete by year-end 2026.
Invesco reported second quarter results for the three months ended 30 June 2026, posting record net long-term inflows of $45.1 billion. The firm's assets under management reached $2.5 trillion, up 14.4% from the previous quarter. The company reported diluted earnings per share of $0.76 and adjusted diluted EPS of $0.71. Net revenues increased 5.1% sequentially to $1.33 billion, whilst adjusted operating margin expanded to 37.5% from 34.5% in the first quarter. Invesco reduced net debt by more than $450 million during the quarter and repurchased 1.9 million common shares for $50 million. The board declared a quarterly dividend of $0.215 per common share, payable 2 September 2026.
Plume has integrated institutional real-world asset yield into Binance Wallet through a new nBASIS vault on Nest. The vault combines exposure to Bitwise's Crypto Carry Fund, managing over $225 million, and Invesco's Short Duration U.S. Government Securities Fund, holding more than $950 million. USCC targets market-neutral returns through basis trading strategies across Bitcoin, Ethereum, Solana and XRP. USTB provides exposure to short-duration U.S. Treasuries through a tokenised fund. Both are tokenised by Superstate. The integration gives Plume broader distribution for institutional RWA products. Binance Wallet processes over $5 billion in daily trading volume. Earlier this year, ether.fi allocated $100 million to a Plume RWA vault. Plume CEO Chris Yin said strong yield strategies have remained inaccessible because distribution "was never designed to scale past institutions.
STG Logistics has completed its financial restructuring and exited Chapter 11 bankruptcy protection, reducing total funded debt by approximately 90%. The Dublin, Ohio-based intermodal provider secured $150 million in new capital from investors including Fortress, Fidelity and Invesco, which now hold majority equity stakes. The company reduced funded debt by over $1 billion. The restructuring comes as the intermodal market strengthens. Regulatory crackdowns on truckload capacity have driven spot rates higher, whilst rising diesel prices have made intermodal transport increasingly attractive. US Class I railroads saw intermodal traffic jump 8% year-over-year in Q2, with domestic rail container volumes up by double digits. STG operates approximately 100 facilities and maintains a fleet of 15,000 containers and 3,000 tractors, providing coast-to-coast and cross-border services.