Associate ETF Specialist

Invesco Chicago, IL

Company

Invesco

Location

Chicago, IL

Type

Full Time

Job Description

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 role:

Invesco is seeking an Associate ETF Specialist to join the Global ETF Products & Research team. As a global asset manager, Invesco has built a robust ETF product range that includes over 240 US-listed ETFs totaling more than $300 billion in assets under management. Invesco's ETF platform is known for its highly innovative approach to ETF investing and has roots across equity, fixed income and commodities as well as various investment styles from passive to alternatively weighted strategies (e.g. fundamental, factor, equal weight).

The Associate ETF Specialist will be part of the ETF product team and will partner with ETF Specialists to drive market penetration of Invesco's ETF products and services through the retail distribution channels. These channels include Broker-Dealer (independent and wirehouse), RIA, and Private Client Groups. The successful candidate will have growth-mindset as well as a strong understanding of ETFs, capital markets, portfolio analytics, and investment research, along with a consultative and client-centric business development approach.

You will be responsible for:

  • Dedicated support to field driven ETF Specialist team focused on daily territory management tasks to ensure maximum efficiency. This includes appropriate preparation in advance of client meetings as well as responding to client requests related to fund features, performance and/or detailed product analysis.
  • Territory coverage based on geography and client channel with virtual client support, when needed.
  • Serve as backup when ETF Specialists unavailable
  • Respond to inbound calls from Internal Sales Desk as well as partner with the desk to leverage and expand client reach and coverage.
  • Liaise with Marketing, Insights & Analytics to ensure alignment of efforts and commercialization execution as well as fluency in navigating client ETF data to uncover insights
  • Educate internal and external partners on investment strategies, product positioning and portfolio implementation strategies across the entire Invesco ETF range.
  • Conduct compelling group and individual presentations designed to articulate and differentiate Invesco's ETF Platform.
  • Undergraduate in business, finance or related discipline required.
  • Series 7 & 63 preferred; must obtain within 3 months of hire.
  • Minimal travel may be required

The experience you bring:

  • 1-4 years of sales or financial services experience preferred
  • Knowledge of and prior experience with ETFs highly preferred.
  • A current understanding (or strong desire to learn) capital markets, ETFs, investment solutions and impact of economic factors.
  • A growth mindset with a business-owner mentality, which is naturally drawn to opportunities, innovation, new value creation, and looks to continually improve capabilities.
  • Excellent presentation and verbal/written communication skills
  • Outstanding quantitative and analytical skills
  • Team player with excellent interpersonal skills
  • Ability to maintain an open minded, flexible and collaborative approach
  • Self-motivated, driven and entrepreneurial professional
  • A passion for capital markets, asset management and ETFs

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

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 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

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.

Date Posted

03/16/2024

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