Private Markets Sales Analyst
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!
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.
The NAI Private Markets Analyst position will partner closely with Sales and Consultant Relations members of the NAI team to provide analytical support to Private Markets marketing and sales initiatives, which augment distribution efforts and drives a superior end-to-end client experience. The NAI Private Markets 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 Preqin, Ptichbook, eVestment, MarketLens, 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
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, Internet, etc.
Good general investment industry knowledge
Strong work ethic
Entrepreneurialism – demonstrate initiative to originate new or innovative approaches
The salary range for this position in New York City is $80,000 to $90,000/ 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 TimeFull time
Job Exempt (Yes / No)Yes
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.