20d 4h ago
Director of Investment Due Diligence
Invesco·Investment Management
🏢Hybrid
|New York, United States of America$200k - $230k USD/yr
office365
Director of Investment Due Diligence
Invesco | Investment Management
2 weeks agoHybrid
Full Time
United States of America, New York
$200k - $230k USD/yr
Position:
Director of Investment Due Diligence
Company:
Invesco
Compensation:
$200,000 - $230,000 Base/year
Location:
United States, New York
Employment type:
Full time
Work Arrangement:
Hybrid work schedule
Short Summary:
As a member of Invesco’s Wealth Management Platform (WMP) team, the Director of Investment Due Diligence is responsible for elevating Invesco’s platform relevance, supporting current product placements, and building awareness of Invesco’s capabilities. The role focuses on establishing relationships with home office research professionals to increase Invesco’s presence on Recommended Lists and in Models.
Responsibilities:
- Driving all aspects of the research engagement through high-level interaction regarding investment matters.
- Delivering top-tier client service by being highly responsive and ensuring timely completion of requests.
- Proactive outreach with new investment ideas and thought leadership.
- Establishing a strategic approach to developing deeper relationships and identifying growth areas.
- Monitoring platform-level trends and opportunities within the competitive landscape.
- Sharing feedback with investment teams and Strategic Account Managers on changes in investment views and industry trends.
Requirement:
- Minimum of five years of direct manager research experience or wealth management platform-related sales experience.
- Experience marketing investment products to institutional-type buyers or engaging with financial advisors.
- Proven ability to build relationships and a results-oriented mindset.
- Strong communication and presentation skills.
- Highly proficient in software applications, including Microsoft Office; experience with Morningstar Direct and FactSet is a plus.
- FINRA Series 7 and 66 required or must achieve registrations shortly after hire.
Benefits:
- Flexible paid time off
- 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
Director of Investment Due Diligence
Company:
Invesco
Compensation:
$200,000 - $230,000 Base/year
Location:
United States, New York
Employment type:
Full time
Work Arrangement:
Hybrid work schedule
Short Summary:
As a member of Invesco’s Wealth Management Platform (WMP) team, the Director of Investment Due Diligence is responsible for elevating Invesco’s platform relevance, supporting current product placements, and building awareness of Invesco’s capabilities. The role focuses on establishing relationships with home office research professionals to increase Invesco’s presence on Recommended Lists and in Models.
Responsibilities:
- Driving all aspects of the research engagement through high-level interaction regarding investment matters.
- Delivering top-tier client service by being highly responsive and ensuring timely completion of requests.
- Proactive outreach with new investment ideas and thought leadership.
- Establishing a strategic approach to developing deeper relationships and identifying growth areas.
- Monitoring platform-level trends and opportunities within the competitive landscape.
- Sharing feedback with investment teams and Strategic Account Managers on changes in investment views and industry trends.
Requirement:
- Minimum of five years of direct manager research experience or wealth management platform-related sales experience.
- Experience marketing investment products to institutional-type buyers or engaging with financial advisors.
- Proven ability to build relationships and a results-oriented mindset.
- Strong communication and presentation skills.
- Highly proficient in software applications, including Microsoft Office; experience with Morningstar Direct and FactSet is a plus.
- FINRA Series 7 and 66 required or must achieve registrations shortly after hire.
Benefits:
- Flexible paid time off
- 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
Required Skills
office365
Required Languages
🇬🇧 English