ETF Associate Portfolio Manager, Equities
ETF Associate Portfolio Manager, Equities

ETF Associate Portfolio Manager, Equities

London Full-Time 42000 - 84000 £ / year (est.) Home office (partial)
I

At a Glance

  • Tasks: Manage ETF portfolios, optimise indices, and collaborate with analysts and traders daily.
  • Company: Invesco is a leading global asset manager focused on helping investors achieve their financial goals.
  • Benefits: Enjoy flexible working, healthcare, generous leave, and wellness perks.
  • Why this job: Join a dynamic team, make a real impact, and grow in a socially responsible environment.
  • Qualifications: Strong analytical skills and coding knowledge are essential; a Master's or CFA is preferred.
  • Other info: We promote inclusivity and support community engagement through charitable initiatives.

The predicted salary is between 42000 - 84000 £ per year.

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you’re looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

We have an outstanding benefits package which includes:

  • Company-provided healthcare
  • A competitive annual leave allowance
  • Flexible working options, including hybrid working arrangements
  • Generous pension provisions
  • Income protection
  • Health and wellness benefits
  • Volunteering days
  • Enhanced parental leave
  • Life insurance

Your Team: The Portfolio Management (PM) team have a global presence managing ETFs passively across equity, fixed income and alternatives.

What we are looking for:

  • Portfolio Management and Fiduciary Oversight: the daily portfolio management functions of an ETF such as creating an optimal portfolio which effectively tracks the index in a cost-efficient manner. This includes:
  • Working closely with PM analysts and traders to implement & monitor day-to-day fund management such as primary market orders, corporate action and cash/futures management
  • Leveraging proprietary technology to optimise indices to make portfolio construction recommendations for optimised/sampled funds
  • Maintaining oversight of our index partners that underly Invesco ETF’s, as well as maintaining a view of the mandates, changes, and rebalance cycles across passive indexes around the globe
  • Developing, directing, and documenting policies, procedures, and processes related to portfolio management and index optimisation
  • Investment Process Improvements: engagement with a team of portfolio managers and operations analysts to propose and implement best practices that aim to continuously improve the investment process and promote scalability in index management
  • Quantitative Analysis and Modelling: due to requirements for sampling and optimisation for funds, baskets and trading, the role will require a high degree of technical skills and the ability to understand modern portfolio theory to construct optimal portfolio sampling models that reduce tracking error and minimise transaction costs. This will be accomplished through heavy involvement with advanced software tools including Factset/Bloomberg/Axioma; familiarity with programming languages such as Python and R; and the ability to collaborate with a team of quantitative programmers to prioritise and execute projects leveraging a proprietary portfolio management platform
  • What you can bring:

    • Relevant industry experience
    • Previous PM experience is not required but strong analytical & coding skills with a solid understanding of how ETFs are managed are essential
    • In-depth conceptual and practical knowledge of equity ETFs
    • Has the mindset of a business owner by taking the initiative of growing the business and improving practices continuously
    • Aware of the ETF competitive landscape and innovation
    • Initiative and independent judgement is required to search out appropriate course of action within and outside the context of established policies and procedures
    • Able to communicate effectively and lead projects with various stakeholders both internally and externally
    • Master's degree in Business, Finance, Computer Science or related field is preferred. and/or CFA charter holder desired

    Disability Confident Scheme: Applicants who opt in to the Disability Confident Scheme and meet the criteria for the role will be offered an interview. We are committed to providing an inclusive recruitment process for all candidates who make an application. By opting-in to this scheme, applicants will be disclosing that they have a disability solely for the purpose of the Disability Confident Scheme. The Disability Confident Scheme only guarantees an interview – it does not automatically mean that applicants interviewed will gain employment with Invesco at that time.

    To apply through the Disability Confident Scheme, you’ll need to firstly ensure you have applied for the role via our external careers page. Following this, you’ll need to email us at emea-talentacquisition@invesco.com confirming your wish to opt-in, alongside your contact details and the title of the role you wish to apply for.

    Full Time / Part Time: Full time

    Worker Type: Employee

    Job Exempt (Yes / No): Yes

    Workplace Model: At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.

    If this sounds like you, we’d love to hear from you! We want all of our candidates to shine during the application and selection process, so if you need any adjustments to be made, please send an e-mail to emea-talentacquisition@invesco.com. Please include your name, the job you are interested in, and the type of adjustment you need (for example; breaks during your interview, remote interviews, additional time for assessments or other required adjustments).

    We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to be themselves at work.

    Our commitment to the community and environmental, social and governance investing: We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about. We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience.

    Recruitment Agencies: Invesco has an in-house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly.

    This position may fall in-scope of one or multiple regimes/directives.

    ETF Associate Portfolio Manager, Equities employer: Invesco EMEA

    Invesco EMEA is an exceptional employer that prioritises employee well-being and professional growth, offering a comprehensive benefits package including flexible working options, generous parental leave, and health and wellness initiatives. With a strong commitment to social responsibility and a collaborative work culture, employees are encouraged to make a meaningful impact while developing their skills in a dynamic environment located in the vibrant city of London.
    I

    Contact Detail:

    Invesco EMEA Recruiting Team

    emea-talentacquisition@invesco.comconfirming

    StudySmarter Expert Advice 🤫

    We think this is how you could land ETF Associate Portfolio Manager, Equities

    ✨Tip Number 1

    Familiarise yourself with the latest trends in ETF management and the competitive landscape. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role and the industry.

    ✨Tip Number 2

    Network with professionals in the finance and investment sectors, especially those who work with ETFs. Attend industry events or webinars to connect with potential colleagues and gain insights that could give you an edge in your application.

    ✨Tip Number 3

    Brush up on your quantitative analysis skills and become proficient in tools like Factset, Bloomberg, and programming languages such as Python and R. Being able to showcase these skills can set you apart from other candidates.

    ✨Tip Number 4

    Prepare to discuss how you would approach portfolio management and optimisation. Think about specific strategies you might implement and be ready to share your ideas during the interview process to demonstrate your proactive mindset.

    We think you need these skills to ace ETF Associate Portfolio Manager, Equities

    Portfolio Management
    Fiduciary Oversight
    Analytical Skills
    Quantitative Analysis
    Modern Portfolio Theory
    Technical Skills in Financial Software (Factset, Bloomberg, Axioma)
    Programming Skills (Python, R)
    Index Optimisation
    Cash and Futures Management
    Communication Skills
    Project Management
    Problem-Solving Skills
    Attention to Detail
    Understanding of ETF Competitive Landscape
    Initiative and Independent Judgement

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the ETF Associate Portfolio Manager role. Focus on your analytical abilities, coding skills, and any experience with portfolio management or ETFs.

    Craft a Compelling Cover Letter: Your cover letter should reflect your understanding of Invesco's values and the specific requirements of the role. Discuss how your background in finance or computer science, along with your initiative and independent judgement, makes you a great fit for the team.

    Showcase Technical Skills: Since the role requires familiarity with programming languages like Python and R, be sure to mention any relevant projects or experiences where you've used these skills. Highlight your ability to work with advanced software tools such as Factset or Bloomberg.

    Demonstrate Knowledge of the Industry: In your application, convey your understanding of the ETF competitive landscape and any innovative practices you are aware of. This will show your potential employer that you are proactive and knowledgeable about the industry.

    How to prepare for a job interview at Invesco EMEA

    ✨Understand ETF Fundamentals

    Make sure you have a solid grasp of how ETFs work, especially in the context of equities. Be prepared to discuss portfolio management strategies and how they relate to tracking indices effectively.

    ✨Showcase Analytical Skills

    Highlight your analytical abilities during the interview. Be ready to discuss any relevant experience with quantitative analysis or modelling, and how you've used these skills to solve problems or improve processes in previous roles.

    ✨Familiarity with Technology

    Since the role involves leveraging advanced software tools like Factset, Bloomberg, and programming languages such as Python and R, demonstrate your familiarity with these technologies. Share examples of how you've used them in past projects.

    ✨Communicate Effectively

    Effective communication is key, especially when leading projects with various stakeholders. Practice articulating your thoughts clearly and concisely, and be prepared to discuss how you've successfully collaborated with teams in the past.

    ETF Associate Portfolio Manager, Equities
    Invesco EMEA
    I
    Similar positions in other companies
    UK’s top job board for Gen Z
    discover-jobs-cta
    Discover now
    >