Invesco US
Institutional Sales Analyst
Join to apply for the Institutional Sales Analyst role at Invesco US.
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?
Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan
Your Team North America Institutional (“NAI”) is responsible for building and maintaining relationships with institutional asset owners, intermediaries and partners. Our team of dedicated professionals provides insights into industry trends and investor challenges across pension plans, insurance companies, nonprofit organizations and financial institutions. Operating with a client-centric mentality, we strive to bring all of Invesco to our clients adding value beyond investment returns.
Your Role The NAI Sales Analyst position 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.
You Will Be Responsible For:
Ensure timely delivery against reporting needs of both internal business partners and external clients by working with broader Invesco organization
Prepare client profiles and other background materials for client meetings
Maintain and monitor sales activity, client insights and pipeline data in Salesforce leveraging third-party tools such as eVestment, Preqin, WithIntelligence, Money Market Directory, FinSearches, etc.
Work closely with internal partners across Sales, Marketing, Client Service and Investments to help drive and develop timely marketing campaigns
Coordinate with internal partners 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
Conduct research on client demand trends
Building personal skillset to be an Invesco Institutional salesperson of the future
The Experience You Bring:
Strong analytical and problem-solving skills
Team player and self-motivated
Strong business and financial acumen and interest
Excellent oral and written communication skills
Proficient computer skills, including Microsoft Office products, etc.
Good general investment industry knowledge
Strong work ethic
Entrepreneurialism – demonstrate initiative to originate new or innovative approaches that will enable Invesco to remain an industry leader
Prior experience in sales and/or client service
FINRA SIE, Series 7 and 63 licensing a plus (must acquire within firm-defined time period)
New York - Salary range: $85,000 - $90,000 USD annually. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience, and location.
Full time
Employee
Job Exempt: Yes
Workplace Model: 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.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Sales and Business Development
Industries
Investment Management and Financial Services
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.
#J-18808-Ljbffr
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?
Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan
Your Team North America Institutional (“NAI”) is responsible for building and maintaining relationships with institutional asset owners, intermediaries and partners. Our team of dedicated professionals provides insights into industry trends and investor challenges across pension plans, insurance companies, nonprofit organizations and financial institutions. Operating with a client-centric mentality, we strive to bring all of Invesco to our clients adding value beyond investment returns.
Your Role The NAI Sales Analyst position 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.
You Will Be Responsible For:
Ensure timely delivery against reporting needs of both internal business partners and external clients by working with broader Invesco organization
Prepare client profiles and other background materials for client meetings
Maintain and monitor sales activity, client insights and pipeline data in Salesforce leveraging third-party tools such as eVestment, Preqin, WithIntelligence, Money Market Directory, FinSearches, etc.
Work closely with internal partners across Sales, Marketing, Client Service and Investments to help drive and develop timely marketing campaigns
Coordinate with internal partners 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
Conduct research on client demand trends
Building personal skillset to be an Invesco Institutional salesperson of the future
The Experience You Bring:
Strong analytical and problem-solving skills
Team player and self-motivated
Strong business and financial acumen and interest
Excellent oral and written communication skills
Proficient computer skills, including Microsoft Office products, etc.
Good general investment industry knowledge
Strong work ethic
Entrepreneurialism – demonstrate initiative to originate new or innovative approaches that will enable Invesco to remain an industry leader
Prior experience in sales and/or client service
FINRA SIE, Series 7 and 63 licensing a plus (must acquire within firm-defined time period)
New York - Salary range: $85,000 - $90,000 USD annually. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience, and location.
Full time
Employee
Job Exempt: Yes
Workplace Model: 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.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Sales and Business Development
Industries
Investment Management and Financial Services
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.
#J-18808-Ljbffr