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Client Portfolio Manager - Private Markets

Full Time
Real Estate Field
Postal Code
United States

This job is no longer active.


As one of the world s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco.

The Department
The primary responsibility of the CPM Private Markets team will be the successful launch of Invesco Real Estate s public, non-listed REIT for the US retail market, INREIT. The CPM Private Markets will be an integral part of the team responsible for representing and driving Invesco private market sales through Invesco s broader sales distribution team. Private Market Specialists will take the lead in all business-related matters, including representing the INREIT team and its investment capabilities across all channels to Invesco s broader distribution.

Your Role
This position requires deep knowledge of private markets investing with a focus on global real estate investing and product distribution. The position allows the opportunity to participate financially in building a business through the raising of assets. Because the CPM acts as an extension of the portfolio management team, this individual must have a strong understanding of the markets and be perceived as a credible investor. The CPM must have an identifiable talent for communicating with clients and will need to work closely with both Strategic and Regional Advisor Consultants as well as relevant channel leaders. The CPM will require a balance of individual initiative and team orientation to drive toward the larger purpose of the success of INREIT and Private Markets.

You will be responsible for:
 Partner with Invesco s broader sales force through all channels to ensure a high degree of engagement with the strategy s most significant clients and prospects.
 This includes encouraging deep relationships with Senior Advisor Consultants to develop an achievable and successful plan for each territory.
 Represent INREIT s investment strategies as well as Invesco s broader private market capabilities through a deep understanding of the portfolio, activity, performance analytics and driven positioning
 Build and execute on business plan for the region that raises the awareness of INREIT and builds substantial flows over time. Activities include:
 proactive engagement with territory relationships, client support through meetings and telephone calls, speaking engagements at regional events, strategic account and industry conferences, and additional marketing opportunities
 Monitor and proactively engage in pipeline of opportunities to ensure the highest close rate possible
 Continuously develop powerful sales ideas and positioning phrases to become partner of choice for Invesco distribution
 Act as liaison between the portfolio management team and Invesco s sales force and clients to ensure the team s investment strategies are effectively represented
 Work with Product Management, Sales & Marketing, Legal & Compliance, and other departments to handle business-related activities
 Take a leadership role in the region with respect to the business plans, including monitoring assets, flows, and the pipeline of opportunities
 Champion positive relationships with the Senior Advisor Consultants. Seek to better understand their business activities and become a more effective business partner.
 Supply relevantly to the Private Markets team consistently communicating success stories and lessons learned for the benefit of the success of the team.
 Ensure that investment insights of the investment teams are delivered internally and externally via national conference calls, whitepapers, blogs and other media
 Partner with the team s Product Manager to develop presentation materials, market data research, and competitive analysis

The experience you bring:
 15+ years of relevant experience in investment management
 Proven track record of successful capital raising
 Strong interpersonal skills and the ability to work and collaborate across multiple distribution channels
 Experience representing products in the private markets with broader capital markets experience preferred
 Prior client portfolio management experience is desirable
 Record of success as a self-starter capable of taking a leadership role in business execution
 Willingness to travel
 CFA and/or CAIA preferred
 FINRA Series 7 and 63 licenses or commitment to complete in required timeframe

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.


Job Function

  • Investor Relations

Job Sector

  • Office



This job is no longer active.

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