# Client Portfolio Manager - Fixed Income

**Company**: Invesco
**Location**: Atlanta, Georgia
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://invesco.wd1.myworkdayjobs.com/en-CA/IVZ/job/Atlanta-Georgia/Client-Portfolio-Manager---Fixed-Income_R-13553-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_21862c8b-b82

## Description

The Invesco Fixed Income (IFI) platform is built on a foundation of deep, proprietary research, robust macroeconomic views and a global network of investment professionals who bring regional expertise.

The Client Portfolio Manager (CPM) acts as an integral part of the portfolio management team and possesses deep knowledge of capital markets and the team’s investment philosophy and process across specified strategies.

**Key Responsibilities:**

- Grow and retain business by representing the investment team and key investment strategies to clients.

- Service existing clients via in-person meetings, conference calls and board / investment committee meetings.

- Provide end-to-end client servicing such that institutional clients’ needs are met with the same high standards they come to expect with Invesco products.

- Regularly reflect the investment team by communicating existing (and potential) investment strategies to clients.

- Drive the development of research, presentations and investment insights for clients.

**Secondary Responsibilities:**

- Play a key role in developing institutional and wealth opportunities by working with the distribution teams.

- Develop and modify collateral including Finals presentations, DDQs, RFPs and due diligence meeting presentations as needed.

- Build strong relationships with the Distribution teams supporting their efforts to execute an effective sales strategy.

**Skills / Personal Attributes Required:**

- 10+ years of investment-related client-facing experience preferably covering U.S. investment grade and/or high yield strategies.

- Experience working with investment platform research analysts, field level financial advisors, retirement plan gatekeepers, investment consultants and/or institutional investment committees.

- Deep investment expertise including an understanding of portfolio construction, risk drivers, market dynamics, and product-specific nuances.

- Entrepreneurial spirit, with a focus on continuous improvement, willingness to take risks, embrace and lead change, determination to find creative solutions to problems.

- Technical skills, including strong investment acumen, understanding of financial markets and economics, proficiency with Bloomberg, Microsoft Office, Morningstar and other software products.

- Strong communication skills, both written and verbal.

- Ability to collaborate and communicate well with others.

- Expected at least 25-50% travel.

## Skills

### Required
- investment analysis
- portfolio management
- client servicing
- communication
- Bloomberg
- Microsoft Office
- Morningstar

### Nice to have
- MBA
- CFA
- Series 7 and 63

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