Institutional Sales Analyst
$100,000–$110,000 year
HybridNew York, United States
Job Summary
Ensure timely delivery of reporting needs for internal business partners and external clients by preparing client profiles and background materials for meetings. Maintain and monitor sales activity, client insights, and pipeline data in Salesforce while leveraging third-party tools like eVestment and Preqin. Collaborate with Sales, Marketing, and Client Service partners to drive marketing campaigns and develop tailored distribution materials. Track performance against business plans for senior team members and participate in North American Institutional initiatives to enhance reporting and communication. Conduct research on client demand trends to support sales efforts. Full-time role in New York, NY, with a base salary of $100,000–$110,000. Requires FINRA SIE, Series 7, and 63 licensing.
Required Qualifications
- 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)
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