Portfolio Management Associate

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.

Invesco's self-indexing unit creates equity, fixed income and multi-asset indexes including the indexes behind Invesco's flagship BulletShares range, innovative multi-asset indexes for index-linked insurance annuity products and custom equity index products for use by institutional investors. The team includes Index research, Index operations and Index client portfolio management. The unit is part of Invesco's Solutions group which oversees close to $200B of assets in equity, multi-asset and alternatives and comprises over 160 team members globally, as of the end of June 2025.

About the Role:

The Portfolio Management Associate role consists primarily in supporting Invesco's index creation and management activities, working with existing and prospective internal and external index clients globally, ensuring their needs are met in a scalable way and helping the unit grow. In addition, the role includes supporting the growth of Invesco's systematic equities in North America.

Responsibilities of the Role:

• Ensure index information is delivered in a timely manner to users of Invesco indexes, including corporate actions, factsheets, working with Research and Operations to create scalable processes.
• Maintain the Invesco indexes website, ensuring Index methodology documents, performance and portfolio data are kept up to date
• Create and maintain collateral pertaining to Invesco's self-indexing capability. Proactively engage with internal and external stakeholders to develop opportunities.
• Write investment proposals containing relevant quantitative analysis, market commentary, investment thesis
• Support responding to enquiries pertaining to Invesco's systematic equities capability in long-only, active extension and long-short format
• Index corporate actions and rebalances communication and responding to index enquiries
• Ensuring factsheets are accurate and on time
• Ensuring Invesco's fixed income and equity portfolio managers using Invesco indexes are kept informed about any relevant index information
• Supervising and enhancing the website
• Creating collateral relevant to the activity
• Creating systematic and indexing investment proposals, including data, graphs
• Engaging with internal and external users of Invesco indexes

Requirements of the Role:

• Knowledge in financial markets acquired in college classes or professional experience, ideally with experience working on indexes at an index provider
• Familiarity with data manipulation in Excel or Python
• Attention to detail and quality of work produced, be it data or text
• Keen interest in systematic investing and academic research in the field of investment management
• Communication skills as a writer for short investment pieces and presentations
• Potential to grow in the role and evolve towards senior positions

The salary range for this position in New York City is $100,000 - $120,000 / year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.

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.

The above information on this description has been designed 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 commitment to diversity in the workplace are demonstrated 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.