Portfolio Strategist

Portfolio Strategist

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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Invesco EMEA

At a Glance

  • Tasks: Support clients in designing investment solutions and produce portfolio analysis.
  • Company: Invesco is a leading global asset manager focused on helping investors achieve financial goals.
  • Benefits: Enjoy flexible working, healthcare, generous leave, and wellness perks.
  • Why this job: Join a socially responsible company where you can make a real impact every day.
  • Qualifications: Experience in multi-asset investing and strong communication skills are essential.
  • Other info: Inclusive recruitment process with support for applicants needing adjustments.

The predicted salary is between 36000 - 60000 £ per year.

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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!

Job Description

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 role:

To provide advisory support to Invesco’s clients to help design investment solutions and investment processes that suit their requirements. Additionally, you will produce content and portfolio analysis to help position the firm’s capabilities across all client channels.

What we are looking for:

  • Understand the needs of our clients and work alongside the Head of Client Investment Solutions to further develop the firm’s solutions offerings for EMEA clients
  • Use our portfolio analytics tools to work with clients as an extension of the team to help design investment processes and build multi-asset solutions
  • Produce content in collaboration with our investment teams to position specific strategies for each client channel
  • Collaborate with teams across Invesco to help bring our capabilities to market
  • Effectively manage different stakeholders across the business to bring concepts, products and ideas to Invesco’s clients

What you can bring:

  • Proven experience in a multi-asset oriented role
  • Actuarial experience would be advantageous
  • Knowledge of multi-asset investing and portfolio construction are required. Knowledge of fund selection a benefit
  • Qualifications relevant to a multi-asset/advisory role
  • Team player who can build strong relationships across the business
  • Creative thinker with strong problem solving skills
  • Strong communicator and self-motivated to drive projects and initiatives

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

Pursuant 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.

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 ESG 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.

Regulatory

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

Seniority level

  • Not Applicable

Employment type

  • Full-time

Job function

  • Business Development and Sales

Industries

  • Investment Management and Financial Services

Oxford, England, United Kingdom is listed as the location for this role.

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Portfolio Strategist employer: Invesco EMEA

Invesco 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. Located in Oxford, our collaborative work culture fosters innovation and inclusivity, empowering employees to make a meaningful impact while supporting their personal and professional development. Join us to be part of a global team dedicated to achieving financial objectives with a strong social conscience.
Invesco EMEA

Contact Detail:

Invesco EMEA Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Strategist

✨Tip Number 1

Familiarise yourself with Invesco's investment strategies and capabilities. Understanding their approach to multi-asset investing will help you articulate how your skills align with their needs during discussions.

✨Tip Number 2

Network with current or former employees of Invesco, especially those in similar roles. They can provide insights into the company culture and expectations, which can be invaluable when preparing for interviews.

✨Tip Number 3

Stay updated on market trends and developments in multi-asset investing. Being able to discuss recent changes or innovations in the field will demonstrate your passion and expertise during conversations with the hiring team.

✨Tip Number 4

Prepare specific examples of how you've successfully collaborated with teams in previous roles. Invesco values strong teamwork, so showcasing your ability to build relationships and drive projects will set you apart.

We think you need these skills to ace Portfolio Strategist

Multi-Asset Investing Knowledge
Portfolio Construction Expertise
Actuarial Experience
Fund Selection Knowledge
Client Relationship Management
Stakeholder Management
Analytical Skills
Content Production
Investment Process Design
Problem-Solving Skills
Strong Communication Skills
Team Collaboration
Creative Thinking
Self-Motivation

Some tips for your application 🫡

Understand the Role: Before applying, make sure to thoroughly read the job description for the Portfolio Strategist role at Invesco. Understand the key responsibilities and qualifications required, as this will help you tailor your application.

Tailor Your CV: Customise your CV to highlight relevant experience in multi-asset investing and portfolio construction. Use specific examples that demonstrate your problem-solving skills and ability to collaborate with teams, as these are crucial for the role.

Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for Invesco's mission and values. Mention how your background aligns with their commitment to ESG investing and community impact.

Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are important traits for a Portfolio Strategist.

How to prepare for a job interview at Invesco EMEA

✨Understand the Role

Before your interview, make sure you thoroughly understand the Portfolio Strategist role. Familiarise yourself with Invesco's investment strategies and how they cater to client needs. This will help you articulate how your experience aligns with their requirements.

✨Showcase Your Analytical Skills

Since the role involves using portfolio analytics tools, be prepared to discuss your experience with data analysis and multi-asset investing. Bring examples of how you've successfully designed investment processes or solutions in previous roles.

✨Demonstrate Team Collaboration

Invesco values teamwork, so highlight your ability to collaborate with different stakeholders. Share specific instances where you worked with cross-functional teams to achieve a common goal, especially in a financial context.

✨Prepare Thoughtful Questions

At the end of the interview, you'll likely have the chance to ask questions. Prepare insightful queries about Invesco's approach to ESG investing or how they support their employees' professional development. This shows your genuine interest in the company and the role.

Portfolio Strategist
Invesco EMEA
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