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Georgia Fintech Academy

Sales Strategy Analyst



IT, Sales & Business Development
Atlanta, GA, USA
Posted on Tuesday, August 29, 2023

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 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 Strategy Analyst will be part of the Sales Strategy and Operations team and will work across all of our sales channels. This data-oriented role will be responsible for developing and maintaining business unit reports and assessments, aggregating industry trends and intelligence, and producing sales territory data and analytics. In addition, this Analyst will support strategic initiatives to further our end-to-end client experience and have broad exposure to various teams and leadership groups within Invesco.

You Will Be Responsible For:

  • Collaborating with the Sales Strategy & Operations team to design and implement critical elements of strategic business priorities and operating plans

  • Producing and maintaining operational reports and key business metrics, and partner with other business units to deliver on ongoing reporting needs

  • Supporting enhanced business data and reporting. Taking ownership of Salesforce data governance and liaise with the CRM team on data management topics

  • Exploring improved data management processes to ensure accurate and up to date information on existing clients and prospects

  • Analyzing market trends and maintaining a repository of industry insights

  • Providing client and market intelligence to Sales team members and supporting prospecting and research efforts in sales campaigns

  • Working closely with other groups in the firm, including Client Service, Finance, Marketing and Sales Analyst team

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

  • High proficiency in computer programs, including Microsoft Excel and Powerpoint, Salesforce or other client relationship management systems, etc. Knowledge of data visualization tools such as Tableau and PowerBI is preferred

  • General investment industry knowledge

  • Strong work ethic and ability to manage multiple workstreams and deadlines

  • Entrepreneurialism – demonstrate initiative to originate new or innovative approaches

Full Time / Part Time

Full 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.

What’s in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:

  • Flexible time off and opportunities for a flexible work schedule

  • 401(K) matching of 100% up to the first 6% with additional supplemental contribution

  • Health & wellbeing benefits

  • Parental Leave benefits

  • Employee stock purchase plan

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.