Invesco
Invesco

62 Invesco Client Portfolio Manager Jobs Hiring Near You

This team is a fully integrated team of Client Portfolio Managers (CPMs) created to support and ... by their manager from time to time. Invesco is committed to fair and accessible employment ...

This team is a fully integrated team of Client Portfolio Managers (CPMs) created to support and ... by their manager from time to time. Invesco is committed to fair and accessible employment ...

AIM is seeking a Client Portfolio Manager to join our Client Portfolio Management team. This person will help advisory firms and financial advisors migrate their current and prospective client ...

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AIM is seeking a Client Portfolio Manager to join our Client Portfolio Management team. This person will help advisory firms and financial advisors migrate their current and prospective client ...

Client Portfolio Manager

Charlotte, NC · On-site

$140K - $155K/yr

As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth ...

Client Portfolio Manager

Charlotte, NC · Hybrid

$140K - $155K/yr

As a Client Portfolio Manager, you'll work directly with high-net-worth advisors and clients while partnering closely with the Chief Investment Officer, Portfolio Management, Research, Wealth ...

The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and engage with employees that deliver our services in the field.

The primary role of the Client Portfolio Manager is to enhance client experiences, build long-term meaningful client relationships, and engage with employees that deliver our services in the field.

Client Portfolio Manager

Irvine, CA · On-site

$120K - $170K/yr

The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction, and performance management for a dedicated client segment within a large, multi-team RIA firm. This ...

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Invesco Jobs Information

What is it like to work at Invesco?

Invesco is a global investment management company that values a culture of collaboration, innovation, and customer focus, with a strong emphasis on teamwork and open communication.

The company has a diverse range of teams and departments, including investment management, research, and operations, with a global presence across multiple locations. Invesco's work environment is designed to foster creativity and productivity, with modern office spaces and access to cutting-edge technology.

Working at Invesco may appeal to candidates who are passionate about the financial industry and seeking a challenging and dynamic work environment, with opportunities for professional growth and development in a global organization.

What makes Invesco an attractive place to work?

Invesco is a leading global investment manager with a long history of innovation and expertise in the financial services industry. The company offers a dynamic and collaborative work environment that fosters creativity, teamwork, and professional growth, with opportunities to work on cutting-edge investment strategies and technologies. By joining Invesco, individuals can contribute to the company's mission of helping investors achieve their financial goals and develop their skills in a supportive and inclusive culture.

Does Invesco pay people when they’re sick?

Yes. Most people get paid when they’re sick.
100% of people say they would get paid if they were sick but scheduled to work.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and March 2026.

How easy is it to take sick days at Invesco?

Most people find it easy to take sick days.
100% of people report that it’s easy to take time off if they are sick.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Invesco feel treated with respect by their managers?

Most people feel treated with respect by their managers.
100% of people say they’re treated with respect by their managers.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and March 2026.

Do people at Invesco recommend working with their team?

Only some people recommend working with their team.
60% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and March 2026.

What other companies are hiring for Client Portfolio Manager jobs?

Infographic showing various Client Portfolio Manager job openings at Invesco in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 28% Physical, and 72% Hybrid job distribution.

Client Portfolio Manager - Fixed Income

Invesco

Atlanta, GA • On-site

Full-time

Medical, Retirement, PTO

Re-posted 5 days ago


Invesco rating

9.7

Company rating: 9.7 out of 10

Based on 5 frontline employees who took The Breakroom Quiz


Job description

About Invesco
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.
What's in it for you?
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
  • Flexible paid time off
  • Hybrid work schedule
  • 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
  • Health & wellbeing benefits
  • Parental Leave benefits
  • Employee stock purchase plan

Job Description
The Invesco Fixed Income (IFI) platform is built on a foundation of deep, proprietary research, robust macroeconomic views and a global network of investment professionals who bring regional expertise. IFI's robust capabilities span taxable and municipal product offerings including multi-sector as well as sector specific solutions. Our platform's strength lies in the consistent application of top-down relative value and economic views alongside proprietary fundamental research. We seek to deliver outperformance in a variety of markets within an established risk framework, moderating our risk as conditions and views warrant. The consistency of our process is predicated on stable teams who collaborate across sectors and regions. Ultimately, our client-first culture and disciplined active management empower investors to navigate complex markets with clarity and confidence.
Quick Facts:
• $536 billion in assets under management as of December 31, 2025
• 175 investment professionals averaging 18 years in the industry and 13 years with Invesco
• 12 primary strategies with a presence in 12 key global markets
Job Purpose:
The IFI Client Portfolio Manager (CPM) acts as an integral part of the portfolio management team and possesses deep knowledge of capital markets and the team's investment philosophy and process across specified strategies. The CPM is regarded as a credible investment professionals who acts as the primary interface between our client-facing resources and the investment team. The CPM interacts with the portfolio management team daily to understand historical and current portfolio positioning, market conditions and portfolio themes. The CPM is able to communicate performance attribution, the rationale for specific holdings and portfolio activity, risk attributes, and views of the team clearly and succinctly to a variety of institutional clients and institutional / retail stakeholders. The CPM will maintain detailed knowledge of the competitive landscape/peer group, stay current on market trends and developments in all relevant distribution channels, and be able to clearly articulate what differentiates our products from the competition. The CPM acts in partnership with the Client Portfolio Analyst and Product Managers on business plans and marketing content across the product suite they represent.
This is a multi-faceted, dynamic, and challenging role that demands outstanding skills in communications, keen attention to detail, a self-starting attitude, the ability to develop and cultivate trust, business acumen, and analytical prowess. Invesco seeks to hire highly engaged, confident individuals, who do not settle for mediocrity, continually strive for excellence with their firm and peers, and who retain a high degree of intellectual curiosity.
Key Responsibilities / Duties:
  • Grow and retain business by representing the investment team and key investment strategies to clients.
  • Service existing clients via in-person meetings (on- and off-site), conference calls and board / investment committee meetings, as needed in place of Portfolio Managers, or in support of them.
  • Provide end-to-end client servicing such that institutional clients' needs are met with the same high standards they come to expect with Invesco products.
  • Regularly reflect the investment team by communicating existing (and potential) investment strategies to clients. Provide portfolio updates and insights to drive client engagement and loyalty.
  • Drive the development of research, presentations and investment insights for clients. This includes monitoring key investment and industry trends, working with the thought leadership team to identifytopics that resonate with investors. This individual will leverage publications, speaking engagements, public relations and marketing channels to drive key messages into the market.
  • Attend and present at industry and client conferences including Invesco roundtables, industry events, and PR opportunities.

Secondary Responsibilities / Duties:
  • Play a key role in developing institutional and wealth opportunities by working with the distribution teams to educate consultants, investment platform gatekeepers and prospects on investment grade and high yield investment strategies.
  • Develop and modify collateral including Finals presentations, DDQs, RFPs and due diligence meeting presentations as needed.
  • Build strong relationships with the Distribution teams supporting their efforts to execute an effective sales strategy.

Skills / Personal Attributes Required:
  • 10+ years of investment-related client-facing experience preferably covering U.S. investment grade and/or high yield strategies.
  • Experience working with investment platform research analysts, field level financial advisors, retirement plan gatekeepers, investment consultants and/or institutional investment committees for corporations, public entities, and/or endowments and foundations.
  • Deep investment expertise including an understanding of portfolio construction, risk drivers, market dynamics, and product-specific nuances.
  • entrepreneurial spirit, with a focus on continuous improvement, willingness to take risks, embrace and lead change, determination to find creative solutions to problems. Strong work ethic and drive to succeed.
  • Technical skills, including strong investment acumen, understanding of financial markets and economics, proficiency with Bloomberg, Microsoft Office, Morningstar and other software products and comfortability adopting AI tools to enhance productivity.
  • Strong communication skills, both written and verbal.
  • Ability to collaborate and communicate well with others. Strong team player.
  • Expected at least 25-50% travel.

Formal Education:
  • Undergraduate degree required, preferably in business or related discipline.
  • MBA/CFA and/or direct money management experience preferred.
  • Series 7 and 63 required.

#LI-MTIVZ
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.
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.

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