Job DescriptionAbout the Team:North America Institutional ("NAI") is responsible for building and maintaining relationships with institutional asset owners, intermediaries and partners. Our team of dedicated professionals provides insights into industry trends and investor challenges across pension plans, insurance companies, nonprofit organizations and financial institutions. Operating with a client-centric mentality, we strive to bring all of Invesco to our clients adding value beyond investment returns.
About the Role: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, which augment distribution efforts and drives a superior end-to-end client experience. The NAI Sales Analyst will develop a broad array of experience within asset management, institutional sales/consultant relations and analytical operations of Invesco.
Responsibilities of the Role:- Ensure timely delivery against reporting needs of both internal business partners and external clients by working with broader Invesco organization
- Prepare client profiles and other background materials for client meetings
- Maintain and monitor sales activity, client insights and pipeline data in Salesforce leveraging third-party tools such as eVestment, Preqin, WithIntelligence, Money Market Directory, FinSearches, etc.
- Work closely with internal partners across Sales, Marketing, Client Service and Investments to help drive and develop timely marketing campaigns
- Coordinate with internal partners on production and distribution, thus developing compelling, tailored materials for use with clients, prospects, or consultants as necessary
- Support development of and track performance against execution of business plans for senior team members and external clients, prospects and consultants as assigned
- Participate in specific North American Institutional business initiatives to improve overall team performance efforts related to enhancing reporting/communication
- Conduct research on client demand trends
- Building personal skillset to be an Invesco Institutional salesperson of the future
Requirements of the Role:- 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, etc.
- Good general investment industry knowledge
- Strong work ethic
- Entrepreneurialism - demonstrate initiative to originate new or innovative approaches that will enable Invesco to remain an industry leader
- Prior experience in sales and/or client service
- FINRA SIE, Series 7 and 63 licensing a plus (must acquire within firm-defined time period)
The salary range for this position in New York, NY is $100,000- $110,000 Base/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location
Full Time / Part TimeFull time
Worker TypeEmployee
Job Exempt (Yes / No)Yes
Workplace ModelPursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
