Assoc Dir Investment Due Diligence

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

Your Role:
As a member of Invesco’s Wealth Management Platform (WMP) team, an Associate Director of Investment Due Diligence is responsible for elevating Invesco’s platform relevance, supporting and defending current product placements, building broader awareness of Invesco’s capabilities, and sharing Invesco’s thought leadership. Key to success is establishing deep relationships and pursuing a tailored client service experience with home office research professionals (gatekeepers, professional buyers) at wealth management firms with the primary goal of increasing Invesco’s presence on Recommended Lists and in Models. The team strives to be the industry’s leading home office engagement team that meaningfully exceeds client expectations by redefining the role of strategic partners. The role requires a high level of investment acumen to 1) engage with investment teams, 2) develop and maintain a deep understanding of Invesco’s broad product range across asset classes and vehicles (mutual funds, ETFs, SMAs, etc.) and 3) differentiate the product range relative to leading peers on client platforms.

You will be responsible for:

• Supporting all aspects of the research engagement through high-level interaction regarding all investment related matters as well as Invesco organizational or investment team updates.
• Delivering top tier client service by being highly responsive and ensuring timely completion of requests, coordinating portfolio review meetings with investment teams.
• Be proactive in outreach with new investment ideas, thought leadership, and other value-added information.
• Establishing a strategic approach to developing deeper relationships and identifying areas of growth (new partnerships) to build a continuous pipeline of opportunities.
• Monitoring platform-level trends and opportunities within the competitive landscape products to strategically position Invesco’s firm’s product line.
• Obtaining and sharing feedback with investment teams and Strategic Account Managers on any changes in investment views, demands from their clients, and industry trends.
• Support and engage other members of the Investment Due Diligence team and Strategic Account Managers to effectively communicate platform updates and development opportunities.

The experience you bring:

• Minimum of 3 years experience in wholesaling, consultative sales or research-related sales experience selling to wealth management advisors, firms or related platforms.
• Experience marketing investment products to institutional-type buyers or engaging with financial advisors.
• A proven ability to support key relationship, as well as build relationships independently.
• A results-oriented mindset with a natural sense of urgency in pursuing opportunities.
• Strong communication (written and oral) skills.
• Excellent interpersonal and organization skills.
• Highly proficient in software applications, including Microsoft Office; experience with Morningstar Direct and FactSet a plus.
• Highly motivated, seeking excellence with the quality of their work and engagement with clients and internal partners.
• Intellectually curious about investment markets and the broader asset/wealth management business.
• Demonstrates good judgment.
• High level of financial (investment) acumen, work towards MBA, CFA, CAIA or CIMA preferred.
• FINRA Series 7 and 63 or 66 required or must achieve registrations in a short period of time of hire.
• Ability to travel domestically up to 33% of the time

The salary range for this position in New York City is $100,000 to $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

Worker Type

Job Exempt (Yes / No)

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. 

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.