Invesco is a leading global asset management firm with more than $888.2 billion* in assets under management. We provide our retail and institutional clients a diverse and comprehensive range of investment capabilities to help people get more out of life. Invesco is publicly traded on the New York Stock Exchange (IVZ) and has about 7,000 employees in over 20 countries. (*As of December 31, 2018)
Job Purpose (Job Summary): As a key member in the Solutions group, this position is to partner with distribution teams to help present solutions that best meet our clients' broad needs. Reporting into Asia Pacific Client Solutions, the Invesco Investment Solutions Strategist will be partnering with distribution teams to help present solutions that best meet our clients' broad needs. The role will require a high level of verbal communication skills as well as understanding of asset allocation, portfolio construction and risk management. The incumbent will leverage the broad investment and risk modeling capabilities of the Invesco group to deliver portfolio diagnostics and create custom investment solutions.
Key Responsibilities / Duties:
Build strong working relationships with the investment and product teams across Invesco to best address our institutional clients' broader needs with a Solutions focus
Partnering with distribution teams to respond to clients' investment needs quickly and effectively, incorporating expertise in asset allocation, portfolio construction and risk management
Develop and maintain expertise on capabilities across asset classes and vehicles within Invesco, including factor investing, real assets, hedge funds, portfolio construction and liability-driven investing
Build institutional level collateral for both marketing and client presentations
Prepare portfolio diagnostics using Invesco's risk and portfolio construction tool or other internal and external data sources. Create visually appealing data presentations
Clearly communicate with colleagues, clients and other interested parties on matters relevant to Investment Solutions
Develop the ability to formulate & communicate views on a variety of investment topics & across multiple asset classes, enabling the team to respond to industry developments in a timely & comprehensive manner
Contributing to the successful positioning of the organization & overall client experience
Engage with those producing high-level thought leadership content in various formats (e.g., video, written, audio) for institutional audiences to support the Solutions business
Prepare materials, presentations and reports to provide regular communication updates to key internal constituents
Work closely with product management and the RFP team to deliver RFPs, RFIs, consultant questionnaire responses
Coordinate with internal teams (e.g. global and regional product teams, compliances, legal, sales, and investment performance analysis, etc.) to draft, edit and review
Drive strategic projects by working in conjunction with internal business partners
Establishing and maintaining positive relationships with Portfolio Managers, Product Managers, Sales, Marketing, Legal, Compliance and many other departments to manage the various business-related functions of the team.
Work Experience / Knowledge:
Strong written and verbal communication skills for marketing and general institutional client communications
Strong organizational skills and ability to build and maintain strategic plans to support the solutions business
Two to five years' experience with a financial services organization
Solid understanding of financial markets, asset allocation strategies and investment concepts
Experience developing and implementing project, business and / or marketing plans and resources.
Strong knowledge of MS Office, especially PowerPoint
Demonstrated ability to work collaboratively with others, build strong trust-based relationships and create buy-in across investment centers and distribution
Excellent interpersonal skills at different levels in the organization
Skills / Other Personal Attributes Required:
Strong project management and organizational skills
Ability to work in a fast-paced business environment and manage numerous projects and priorities concurrently while meeting tight deadlines
Excellent verbal and written communication skills, communicating effectively to gain understanding, facilitate agreement and convey clear messages
Ability to work independently; self-starter
Flexibility to adapt to a rapidly changing environment
Strong analytical and problem-solving skills with attention to detail
A spirit of continuous improvement
Invesco is an Equal Opportunity Employer. Personal data provided by job applicants will be used strictly in accordance with our personal data policy and for recruitment purposes only. Candidates not notified within twelve weeks may consider their application unsuccessful. All related information will be kept in our file for up to 2 years for future recruitment purposes. When there are vacancies in our subsidiary or associate companies during that period, we may transfer the application to them for consideration of employment. Under the Personal Data (Privacy) Ordinance, job applicants have a right to request access to, and to request correction of, Personal Data in relation to the application. If job applicants wish to exercise these rights, they should contact the Human Resources department.
Internal Number: 5819836
About Invesco (Hong Kong) Limited
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