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Invesco Portfolio Advisory Specialist
The Portfolio Advisory works very closely with WMI Distribution to deliver portfolio reviews and insights to the advisor community. The Portfolio Advisory Specialist will provide thoughtful insights and analysis that can materially improve portfolio outcomes for Financial Advisors and Home Offices. Responsibilities of the Role: Consult with top advisory teams on improving their portfolio construction process by helping them create new models or improve existing models and ensuring their portfolio positioning aligns with their objectives. Combine quantitative portfolio analysis with qualitative insights to impactfully communicate with clients. Synthesize complicated portfolio analytics to provide relevant, digestible insights and actionable takeaways for clients Leverage IIS's proprietary investment (including capital market assumptions, macro regime analysis, investment due diligence, trends in advisor portfolios) and portfolio risk & analytic capabilities (Vision) Build strong relationships with your assigned distribution partners by acting as a flexible and willing partner to help them build their business Meet frequently with assigned distribution team (or teams) to communicate new thought leadership, analytic capabilities, and IIS investment content Generate ideas and feedback to continuously improve the team's client engagements and offer best-in-class consultations Create effective feedback loop to ensure proper client follow up and execution Requirements for the Role: Relevant advance degrees from top academic institution desirable (e.g. MBA, Finance, Economics, etc.) 5-7 years relevant experience working closely with wealth managers in a portfolio advisory capacity Technical understanding of portfolio construction, asset allocation, and risk management Interest and aptitude for continued learning and practically applying portfolio construction and optimization approaches Highly developed communication skills and ability to synthesize and communicate complex investment concepts and ideas to investors Experience with MSCI Barra One or Morningstar Direct a plus Series 7 and 63/66 preferred CFA or MBA preferred Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development. 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.
The Portfolio Advisory works very closely with WMI Distribution to deliver portfolio reviews and insights to the advisor community. The Portfolio Advisory Specialist will provide thoughtful insights and analysis that can materially improve portfolio outcomes for Financial Advisors and Home Offices. Responsibilities of the Role: Consult with top advisory teams on improving their portfolio construction process by helping them create new models or improve existing models and ensuring their portfolio positioning aligns with their objectives. Combine quantitative portfolio analysis with qualitative insights to impactfully communicate with clients. Synthesize complicated portfolio analytics to provide relevant, digestible insights and actionable takeaways for clients Leverage IIS's proprietary investment (including capital market assumptions, macro regime analysis, investment due diligence, trends in advisor portfolios) and portfolio risk & analytic capabilities (Vision) Build strong relationships with your assigned distribution partners by acting as a flexible and willing partner to help them build their business Meet frequently with assigned distribution team (or teams) to communicate new thought leadership, analytic capabilities, and IIS investment content Generate ideas and feedback to continuously improve the team's client engagements and offer best-in-class consultations Create effective feedback loop to ensure proper client follow up and execution Requirements for the Role: Relevant advance degrees from top academic institution desirable (e.g. MBA, Finance, Economics, etc.) 5-7 years relevant experience working closely with wealth managers in a portfolio advisory capacity Technical understanding of portfolio construction, asset allocation, and risk management Interest and aptitude for continued learning and practically applying portfolio construction and optimization approaches Highly developed communication skills and ability to synthesize and communicate complex investment concepts and ideas to investors Experience with MSCI Barra One or Morningstar Direct a plus Series 7 and 63/66 preferred CFA or MBA preferred Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development. 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.