Senior Associate, Portfolio Management

As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco

Your Role:

The role of Sr Associate, Portfolio Management is to assist the Portfolio Management team with day-to-day operations of various Multi-Fund Strategies within Invesco Real Estate. The Multi-Fund Strategies are proprietary fund of fund structures that invest into other underlying Invesco Real Estate funds and are designed to help the organization access new distribution channels around the globe. The Multi-Fund Strategies have ~$2 billion in AUM, are a high growth area for the firm and are therefore high profile with senior management globally.

You will be responsible for:

• Developing deep understanding and capability for fund management and operations for the full range of multi-fund and hybrid global products that combine public and private real estate investments for distribution across multiple client types and geographies
• Maintaining fund databases and models utilized for portfolio analysis, client reporting, marketing materials and other investor/prospect communications
• Coordinating and managing the development of all materials relating to the reporting process for multiple funds, including coordination with underlying fund teams around the globe and preparation of quarterly reports, marketing decks and internal presentation materials and bespoke analysis
• Supporting fund level forecasting, portfolio optimization and attribution
• Assisting with the management of fund liquidity, allocations, and investor queues
• Leading and/or contributing to ad hoc projects, including marketing launch with various distributors/platforms, RFP/DDQ requests, and special investor/consultant requests
• Acquiring working knowledge of underlying fund goals, investment guidelines and current positioning to evaluate the impact of transactions in a dynamic environment
• Participating in the development and execution of the funds’ investment plans, steering committee, and other senior management presentations
• Other projects and duties as assigned

The experience you bring:

• Undergraduate Degree; Accounting, Finance or Business-Related Preferred; MBA and/or CFA a plus
• 5+ years in real estate investment environment
• Solid understanding of real estate investments and accounting/finance concepts; understanding of fund management and/or global experience a plus;
• Strong written and oral communication skills
• Highly proficient in Microsoft Excel and PowerPoint with the ability to learn new software and information systems
• Excellent analytical skills
• Excellent interpersonal skills in a team-oriented environment
• Strong organizational skills with an attention to detail
• Sense of urgency

The successful candidate will be one whose goal will be to run day to day management of fund operations and ultimately to be a portfolio manager overseeing a fund

What’s in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:

• Flexible time off and opportunities for a flexible work schedule
• 401(K) matching of 100% up to the first 6% with additional supplemental contribution
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan

The above information on this description has been crafted 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.

Invesco's culture of inclusivity and its dedication to diversity in the workplace are proven through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.