At a Glance
- Tasks: Engage clients and communicate investment strategies while supporting portfolio management.
- Company: Join Invesco, a leading global investment firm with a collaborative culture.
- Benefits: Enjoy healthcare, generous leave, pension provisions, and wellness benefits.
- Other info: Flexible, dynamic environment with opportunities for growth and community involvement.
- Why this job: Make an impact in asset allocation and work with intelligent colleagues.
- Qualifications: Experience in asset management and strong communication skills required.
The predicted salary is between 59400 - 72600 £ per year.
As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. 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, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
We have an outstanding benefits package which includes:
- Company-provided healthcare
- A generous annual leave allowance
- Generous pension provisions
- Income protection
- Health and wellness benefits
- Volunteering days
- Enhanced parental leave
- Life insurance
The Client Portfolio Manager (Investment Specialist) supports client engagement, investment communications, business development and the continued growth of the EMEA Asset Allocation franchise. The role acts as a bridge between portfolio management, distribution and clients, helping ensure the team’s multi-asset, model portfolio, portfolio solutions, custom model and bespoke investment capabilities are effectively represented across EMEA. Working closely with the Lead Portfolio Manager and broader EMEA Asset Allocation team, the role supports the communication of investment views, portfolio positioning and client outcomes across intermediary, wealth, private bank and institutional channels.
Responsibilities include:
- Maintaining detailed knowledge of the team’s investment philosophy, process, portfolio positioning and solutions capabilities.
- Representing and supporting the team’s multi-asset, model portfolio, portfolio solutions, custom model and bespoke investment capabilities across EMEA.
- Supporting the Lead Portfolio Manager and broader portfolio management team in strategic client engagements.
- Participating in client meetings, due diligence reviews, conferences, webinars and industry events across EMEA.
- Presenting investment views, portfolio positioning, portfolio outcomes and market insights to clients and prospects across intermediary, wealth, private bank and institutional channels.
- Creating and maintaining high-quality client-facing materials, including presentations, pitchbooks, market commentary, RFIs, RFPs, DDQs and bespoke client content.
- Acting as a key source of investment-related information for Distribution, Marketing, RFP and other client-facing teams.
- Supporting relationships across model portfolios, portfolio solutions, multi-asset funds, custom model portfolios, bespoke mandates and outcome-oriented investment solutions.
- Providing market intelligence, competitor insights and client feedback to help inform business priorities and client engagement activities.
- Representing the EMEA Asset Allocation team through client meetings, due diligence reviews, conferences and business development activity across the UK and EMEA, including regular travel as required.
What you can bring:
- Proven experience within asset management, wealth management or related financial services.
- Significant experience with multi-asset solutions, model portfolios, portfolio solutions or related outsourced investment propositions is essential.
- Experience gained within Investment Specialist / Client Portfolio Management, portfolio solutions, or a closely related client-facing investment role.
- Strong understanding of model portfolios, portfolio solutions and outsourced investment propositions across adviser, wealth management and institutional client channels.
- Experience engaging with advisers, wealth managers, platforms, private banks, consultants and sophisticated investors.
- Experience supporting custom mandates, portfolio solutions, model portfolio businesses or broader multi-asset capabilities across intermediary, wealth management and/or institutional client channels would be advantageous.
- Strong investment knowledge across asset allocation, portfolio construction concepts and multi-asset solutions.
- Deep understanding of model portfolios, portfolio solutions and broader multi-asset investment capabilities.
- Understanding of customised mandates, bespoke investment solutions, outcome-oriented solutions and alternative allocations.
- Knowledge of UK intermediary markets and broader EMEA wealth management and institutional distribution channels.
- Excellent presentation, communication and stakeholder-management skills.
- Strong written skills, including presentations, RFPs, DDQs and technical investment content.
- Commercial awareness combined with strong investment credibility.
- Ability to influence through expertise, judgement and collaboration.
We are looking for someone who:
- Is collaborative, credible and commercially aware.
- Able to act as a trusted extension of the Lead Portfolio Manager and EMEA portfolio management team.
- Motivated by client engagement, investment communication and franchise development rather than direct portfolio management responsibility.
- Brings strong interpersonal skills and ability to build constructive internal and external relationships.
- Is flexible, self-motivated and detail-oriented.
Location of role: 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 the Henley-on-Thames office.
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.
Client Portfolio Manager, EMEA Asset Allocation employer: Invesco Ltd.
Invesco Ltd. is an exceptional employer located in the picturesque Henley-on-Thames, offering a vibrant work culture that prioritises employee engagement and inclusion. With a strong focus on professional development, employees are encouraged to grow through meaningful partnerships and innovative programs that directly impact their experience and the overall business. The company's commitment to fostering a collaborative environment ensures that every voice is heard, making it a rewarding place to build a career.
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Manager, EMEA Asset Allocation
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Invesco Ltd.. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Portfolio Manager, EMEA Asset Allocation
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Invesco Ltd..
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Invesco Ltd.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Invesco Ltd.
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Invesco Ltd..
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Invesco Ltd. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Invesco Ltd. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
