Invesco

Institutional Sales Analyst

Posted on: 9 Apr 2021

Atlanta, GA

Job Description

Invesco is one of the worlds leading global investment managers, entrusted with managing $1.2 trillion* in assets on behalf of clients worldwide. We are the 6th largest US retail asset manager and the 13th largest investment manager globally, and our more than 8,000 employees worldwide are dedicated to delivering an investment experience that helps people get more out of life. We are purely focused on managing a comprehensive range of active, passive and alternative investment capabilities, which we draw on to provide customized solutions aligned to client needs, our most important benchmark. (*As of May 31,2019)

Job Summary:
The NAI Sales Analyst position is a developmental role that will partner closely with Sales and Consultant Relations members of the NAI team to provide analytical support to marketing and sales initiatives, which augment distribution efforts and drives a superior end-to-end client experience. The NAI Sales Analyst will develop a broad array of experience within asset management, institutional sales/consultant relations and analytical operations of Invesco.

Key Responsibilities:

* Ensure timely delivery against reporting needs of both internal business partners and external clients by working with broader Invesco organization
* Provide meeting prep and client analysis for clients within respective territory
* Develop an understanding of IVZ capabilities and investment strengths
* Provide analytical support through the utilization of CRM/Salesforce reporting as well as external resources such as eVestment, Money Market Directory, Fundmap, FinSearches, etc.
* Work closely with the senior sales team, marketing and communications by providing analysis and helping to drive and develop timely sales campaigns
* Coordinate with the Admin team on production and distribution, thus developing compelling, tailored materials for use with clients, prospects, or consultants as necessary
* Support development of and track performance against execution of business plans for senior team members and external clients, prospects and consultants as assigned
* Participate in specific North American Institutional business initiatives to improve overall team performance efforts related to enhancing reporting/communication

Work Experience / Knowledge:

* Passion for the Asset Management idustry is required
* Strong Excel/Power point proficiency
* Client focused work experience and/or prior demonstration of skills required

Skills / Other Personal Attributes Required:

* Strong analytical and problem-solving skills
* Team player and self-motivated
* Customer service orientation
* Strong business and financial acumen and interest
* Excellent oral and written communication skills
* Proficient computer skills, including Microsoft Office products, Internet, etc.
* Good general investment industry knowledge
* Ability to work proactively and with little supervision
* Initiative and good judgment coupled with an ability to work under pressure
* Strong work ethic

Formal Education: (minimum requirement to perform job duties)

* Bachelors Degree in a related field is required

Invesco

Atlanta, GA

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients.

It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash.

It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

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