Job Purpose:
Invesco is seeking an 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 200 US-listed ETFs totaling more than $250 billion in assets under management. Invesco’s ETF platform is known for its highly innovative approach to ETF investing and is based on alternatively weighted strategies (e.g. fundamental, factor, equal weight) as well as the market leading BulletShares suite. The ETF Specialist will be part of the ETF product team and will partner with Consultants 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, Private Client Groups, and Personal Investing Platforms. The successful candidate must have experience with ETFs along with a strong understanding of capital markets, portfolio analytics, and investment research, along with a consultative and client-centric sales approach. We are targeting candidates that live within the respective territories of coverage with expectations to travel frequently in territory.
Key Responsibilities:
Develop and execute a business plan for territory in collaboration with Consultants that defines business strategy and tactics to maximize market penetration and drive ETF flows.
Collaborate with ETF Research to develop client insights needed to identify and target ETF power users as part of business of plan.
Provide education to a wide range of clients with varying degrees of ETF knowledge 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.
Respond to client inquiries relating to fund features and performance in partnership with Consultants.
Serve as the main contact to Consultants in the field to support their ETF needs and charged with delivering the best and most useful ETF resources.
Work Experience / Knowledge:
7+ years investment related experience with specific subject matter expertise in ETFs
Minimum of 5 years of client facing or business development experience in a wholesale investment services environment with a proven track record of success
Strong knowledge of and prior experience with ETFs required.
Skills / Other Personal Attributes Required:
Demonstrated ability to think strategically, build strong relationships and execute
Outstanding quantitative and analytical skills
Excellent presentation and verbal/written communication 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
Formal Education: (minimum requirement to perform job duties)
Undergraduate in business, finance or related discipline required.
MBA or CFA preferred.
Series 7 & 63 preferred; must obtain within 3 months of hire.
Working Conditions:
Up to 80% travel may be required.
Atlanta, GA
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients.
It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash.
It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.