Institutional Sales Analyst at Invesco
Overview
Lead analytical support for marketing and sales initiatives driving client experience. Own reporting deliverables and develop client profiles. Partner with cross‑functional teams to enhance distribution and communication. Contribute to market research and campaign development. Differentiate by focusing on data‑driven insights and strategic outreach.
What You'll Do11
- 1Deliver timely reporting against internal and client needs across the organization
- 2Prepare detailed client profiles and background materials for meetings
- 3Maintain and monitor sales activity pipeline using Salesforce and third‑party tools
- 4Collaborate with Sales Marketing Client Service and Investment partners on marketing campaigns
- 5Support production and distribution of tailored client and prospect materials
- 6Track performance against business plans and execute follow‑up actions
- 7Participate in North American Institutional initiatives to improve reporting and communication
- 8Research emerging client demand trends to inform strategy
- 9Enhance team performance through innovative sales approaches
- 10Conduct analysis on investment product demand and client preferences
- 11Develop personal skillset to become a future Invesco Institutional sales professional
Requirements11
- 1Strong analytical and problem‑solving abilities with a results‑focused mindset
- 2Excellent oral and written communication skills
- 3Proficiency in Microsoft Office and data analysis tools
- 4Experience with investment industry terminology and concepts
- 5Prior sales or client service experience in a regulated environment
- 6Valid FINRA SIE Series 7 and 63 licenses required within defined timeframe
- 75+ years building ETL pipelines with Spark and Airflow
- 83‑5 years managing institutional sales accounts or consultative roles
- 9Demonstrated ability to work independently and drive initiatives
- 10Commitment to continuous learning and professional development
- 11Ability to thrive in a fast‑paced collaborative setting
Salary Insight
$100 - $110k per year
Location
Required Skills
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