Institutional Sales Analyst

Position:
Institutional Sales Analyst

Company:
Invesco

Compensation:
$100,000 - $110,000 Base/year

Location:
United States, New York

Employment type:
Full time

Work Arrangement:
Hybrid work schedule

Short Summary:
The NAI Sales Analyst position will partner closely with Sales and Consultant Relations members of the NAI team to provide analytical support to marketing and sales initiatives, enhancing distribution efforts and driving a superior client experience.

Responsibilities:
- Ensure timely delivery against reporting needs of both internal business partners and external clients.- Prepare client profiles and other background materials for client meetings.- Maintain and monitor sales activity, client insights, and pipeline data in Salesforce.- Work closely with internal partners across Sales, Marketing, Client Service, and Investments to drive timely marketing campaigns.- Coordinate with internal partners on production and distribution of tailored materials for clients, prospects, or consultants.- Support development of and track performance against execution of business plans for senior team members and external clients.- Participate in specific North American Institutional business initiatives to improve overall team performance.- Conduct research on client demand trends.- Build personal skillset to be an Invesco Institutional salesperson of the future.

Requirement:
- Strong analytical and problem-solving skills.- Team player and self-motivated.- Strong business and financial acumen and interest.- Excellent oral and written communication skills.- Proficient computer skills, including Microsoft Office products.- Good general investment industry knowledge.- Strong work ethic and entrepreneurialism.- Prior experience in sales and/or client service.- FINRA SIE, Series 7 and 63 licensing a plus (must acquire within firm-defined time period).

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.