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:

• Generous annual leave plus flexible paid time off

• Hybrid work schedule

• Learning and development programs

• Health & wellbeing benefits

• Parental Leave benefits

• Employee stock purchase plan (if applicable in your region)

Job Description

About the Role:

The Institutional Business Sales Support is a critical linchpin between our sales team our clients and our internal investment and operations teams. This role is designed to empower our Institutional Sales Directors by handling the analytical administrative and logistical aspects of the sales process. The ideal candidate is a detail-oriented proactive and highly organized professional with a strong interest in financial markets and a passion for client service. Success in this role is a proven pathway to a front-line sales or relationship management position

Responsibilities of the role:

1. Sales Collateral & Presentation Support:

• To develop and maintain a library of up-to-date sales and marketing materials including pitch books fact sheets presentation decks and biographies.

• Customize presentations and meeting materials for specific client pitches and reviews.

• Prepare detailed pre-meeting briefing packages and post-meeting follow-up correspondence for Sales Directors.

2. RFP RFI and DDQ Management:

• Assist in the process for Requests for Proposal (RFP) Requests for Information (RFI) and Due Diligence Questionnaires (DDQ).

• Collaborate with sales product compliance performance and investment teams to gather accurate and compelling content.

• Write edit and customize high-quality persuasive responses that highlight the asset class capability and align with client objectives.

• Ensure all submissions are accurate professionally presented and delivered by strict deadlines.

3. Client Data & Reporting:

• Fulfil ad-hoc data requests from clients and prospects (e.g. performance analytics portfolio characteristics ESG data).

• Work with data and operations teams to ensure the accuracy of client reports and statements.

• Assist in maintain the CRM (e.g. Salesforce) to ensure all client interactions meeting notes and pipeline activities are accurately recorded by the sales team.

4. Client Onboarding & Servicing Support:

• Assist the Sales Directors during the client onboarding process liaising with legal compliance and operations to ensure a smooth transition from sale to implementation.

• Serve as a secondary point of contact for client inquiries ensuring they are routed to the correct internal team and resolved promptly.

5. Market & Competitor Intelligence:

• Conduct research on prospective clients to understand their investment needs structure and current mandates.

• Monitor competitor offerings pricing and market trends to help the sales team position our products effectively.

Requirement for the Role:

• Bachelors degree in Finance Economics Business or a related field. CFA/CAIA would be a plus.

• 2-4 years of experience in an asset management firm preferably in sales support relationship management.

• Strong understanding of financial markets and various asset classes (e.g. equities fixed income alternatives).

• Exceptional writing editing and proofreading skills with a keen eye for detail.

• Advanced proficiency in Microsoft Office Suite (PowerPoint Excel Word).

• Experience with CRM systems preferably Salesforce.

• Proven ability to manage multiple projects simultaneously under tight deadlines.

Competencies

• Proactive & Anticipatory: Thinks several steps ahead from clients perspective.

• Exceptional Communicator: Clear and concise in both written and verbal communication.

• Client-Obsessed: Dedicated to providing outstanding service and support.

• Collaborative Team Player: Builds strong relationships with colleagues across all departments.

• Resilient & Adaptable: Thrives in a fast-paced dynamic environment.

• Meticulous Attention to Detail: Committed to producing error-free work.

How to Apply:

• Apply for the role directly at Invesco Careers: Careers at Invesco APAC.

To know more about us:

• About Invesco: our Culture: our CR program: Time / Part Time

  Full time

  Worker Type

  Employee

  Job Exempt (Yes / No)

  No

  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 four days a week with one day working outside an Invesco office.

  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 local laws governing non-discrimination in employment.

  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 future recruitment purposes. When there are vacancies in our subsidiary or associate companies 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.