Institutional Sales Analyst, Defined Contribution

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

The Department:

North America Institutional (NAI) and our Defined Contribution team 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 retirement 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 Defined Contribution Sales Analyst position will partner closely with Sales members of the NAI team to provide analytical and reporting support to marketing and sales initiatives, which augment distribution efforts and drives a superior end-to-end client experience.

You will be responsible for:

• Ensure timely delivery against reporting needs of both internal business partners and external clients by working with the broader Invesco organization.
• Process reports on behalf of clients using third party reporting tools such as Fi360, Brightscope, Zephyr, Morningstar, etc.
• Work closely with internal partners across Sales, Marketing, 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.
• Partner with internal and external partners in multiple regions across the country to help develop and prospect new relationships with advisors.
• Handle daily administrative tasks to ensure maximum business efficiency (i.e., update and maintain Salesforce CRM).
• 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:

• Bachelors degree preferred
• Series 7 and/or 63 license a plus
• Strong analytical and problem-solving skills
• Coachable with a growth mindset
• A strong desire to learn about Capital Markets, mutual funds, the retirement plan industry, & the US Institutional Marketplace
• Excellent oral and written communication skills
• Proficient computer skills, including Microsoft Office products, etc.
• Good general investment industry knowledge
• Entrepreneurialism - demonstrate initiative to originate new or innovative approaches that will enable Invesco to remain an industry leader.

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.