Institutional Sales Analyst

Invesco Sales Analyst

North America Institutional ("NAI") is responsible for building and maintaining relationships with institutional asset owners, intermediaries, and partners. Our team of dedicated professionals provides insights into industry trends and investor challenges across pension plans, insurance companies, nonprofit organizations, and financial institutions. Operating with a client-centric mentality, we strive to bring all of Invesco to our clients adding value beyond investment returns.

The NAI Sales Analyst position will partner closely with Sales and Consultant Relations members of the NAI team to provide analytical support to marketing and sales initiatives, which augment distribution efforts and drives a superior end-to-end client experience. The NAI Sales Analyst will develop a broad array of experience within asset management, institutional sales/consultant relations, and analytical operations of Invesco.

You will be responsible for:

• Ensuring timely delivery against reporting needs of both internal business partners and external clients by working with the broader Invesco organization.
• Preparing client profiles and other background materials for client meetings.
• Maintaining and monitoring sales activity, client insights, and pipeline data in Salesforce leveraging third-party tools.
• Working closely with internal partners across Sales, Marketing, Client Service, and Investments to help drive and develop timely marketing campaigns.
• Coordinating with internal partners on production and distribution, thus developing compelling, tailored materials for use with clients, prospects, or consultants as necessary.
• Supporting development of and tracking performance against execution of business plans for senior team members and external clients, prospects, and consultants as assigned.
• Participating in specific North American Institutional business initiatives to improve overall team performance efforts related to enhancing reporting/communication.
• Conducting research on client demand trends.
• Building personal skillset to be an Invesco Institutional salesperson of the future.

The experience you bring:

• Strong analytical and problem-solving skills.
• Team player and self-motivated.
• Strong business and financial acumen and interest.
• Excellent oral and written communication skills.
• Proficient computer skills, including Microsoft Office products, etc.
• Good general investment industry knowledge.
• Strong work ethic.
• Entrepreneurialism – demonstrate initiative to originate new or innovative approaches that will enable Invesco to remain an industry leader.
• Prior experience in sales and/or client service.
• FINRA SIE, Series 7, and 63 licensing a plus (must acquire within firm-defined time period).

The salary range for this position in NY is $85,000 - $90,000 USD annually. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience, and location.

Full time. Employee. Job Exempt (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.

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.