Portfolio Management Associate
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Job Location:
New York City, NY - USA
Yearly Salary:
$ 100000 - 120000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
About Invesco
As one of the worlds leading independent global investment firms Invesco is dedicated to rethinking possibilities for our clients. 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 youre looking for challenging work intelligent colleagues and exposure across a global footprint come explore your potential at Invesco.
Whats 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
Job Description
Invescos self-indexing unit creates equity fixed income and multi-asset indexes including the indexes behind Invescos flagship BulletShares range innovative multi-asset indexes for index-linked insurance annuity products and custom equity index products for use by institutional investors. The team includes Index research Index operations and Index client portfolio management. The unit is part of Invescos Solutions group which oversees close to $200B of assets in equity multi-asset and alternatives and comprises over 160 team members globally as of the end of June 2025.
About the Role:
The Portfolio Management Associate role consists primarily in supporting Invescos index creation and management activities working with existing and prospective internal and external index clients globally ensuring their needs are met in a scalable way and helping the unit addition the role includes supporting the growth of Invescos systematic equities in North America.
Responsibilities of the Role:
- Ensure index information is delivered in a timely manner to users of Invesco indexes including corporate actions factsheets working with Research and Operations to create scalable processes.
- Maintain the Invesco indexes website ensuring Index methodology documents performance and portfolio data are kept up to date
- Create and maintain collateral pertaining to Invescos self-indexing capability. Proactively engage with internal and external stakeholders to develop opportunities.
- Write investment proposals containing relevant quantitative analysis market commentary investment thesis
- Support responding to enquiries pertaining to Invescos systematic equities capability in long-only active extension and long-short format
- Index corporate actions and rebalances communication and responding to index enquiries
- Ensuring factsheets are accurate and on time
- Ensuring Invescos fixed income and equity portfolio managers using Invesco indexes are kept informed about any relevant index information
- Supervising and enhancing the website
- Creating collateral relevant to the activity
- Creating systematic and indexing investment proposals including data graphs
- Engaging with internal and external users of Invesco indexes
Requirements of the Role:
- Knowledge in financial markets acquired in college classes or professional experience ideally with experience working on indexesat an index provider
- Familiarity with data manipulationin Excel or Python
- Attention to detail and quality of work produced be it data or text
- Keen interest in systematic investingandacademic research in the field of investment management
- Communication skills as a writer for short investment pieces and presentations
- Potential to grow in the roleand evolve towards senior positions
The salary range for this position in New York City is $100000 - $120000 / 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 Time
Full timeWorker Type
EmployeeJob Exempt (Yes / No)
YesWorkplace Model
Pursuant to Invescos Workplace Policy employees are expected to comply with the firms most current workplace model which as of October 1 2025 includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships collaborate more easily and support each others growth and development.
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.
Invescos 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.
Required Experience:
IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. We have specialized investment teams managing investments across a comprehensive range of asset classes, investment styles and geographies, ... View more
