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Fixed Income Portfolio Manager - ETF and Indexed Based Strategies

Invesco

Invesco

Brooklyn, NY, USA
Posted on Mar 5, 2025

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Who we are:

With over $1.7 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco.

Summary Description:

The Portfolio Manager will be responsible for day-to-day index portfolio management in a high volume time sensitive environment. The standard portfolio management responsibilities will include portfolio management oversight of all index rebalances, developing baskets to facilitate daily order flows, corporate action events and working with Senior PMs on making discretionary trading decisions; fiduciary oversight including monitoring tracking error and proposing, as necessary, strategies to reduce tracking error; engagement and leadership in defining new investment process improvements that promote efficiency and scalability; internal client engagement with capital markets and product development; external client engagement through institutional due diligence, conference attendance and speaking engagements and being a resource to the sales process. The candidate must have a thorough understanding of index management, fixed-income trading and portfolio management, the financial markets and possess written and verbal client engagement communication skills. The position, located in Hong Kong, will work closely with the Senior Portfolio Manager and other portfolio managers to progress local product and business initiatives

Your Role:

  • Portfolio Management and Fiduciary Oversight: the daily portfolio management functions of an index fund and creating an optimal portfolio which effectively tracks the index in a tax-efficient manner. This includes: 1. Working closely with the fixed income PM Team to monitor day-to-day fund implementation 2. Leveraging industry technology to optimize global indexes in order to make portfolio construction recommendations 3. Maintaining oversight of our index partners that underly Invesco indexed funds, as well as maintaining a view of the mandates, changes, and rebalance cycles across passive indexes around the globe 4. Developing, directing, and documenting policies, procedures, and processes related to Fund management. In addition to index reconstitution portfolio trading, the portfolio manager will be responsible for tax management, corporate action management, cash and compliance trading. Responsible for the facilitation of trading of underlying securities and providing feedback on execution quality.
  • Investment Process Improvements: engagement with a team of portfolio managers and operations analysts to propose and implement best practices that aim to continuously improve the investment process and promote scalability in index management.
  • Internal and External Client Engagement: Responsible Representing the ETF & Index Strategies investment team and funds to internal and external clients through product development, capital markets and due diligence.

The Experience You Bring:

  • Knowledge of the principles and procedures of investment analysis, statistics, and economics as would be acquired through completion of a Master’s degree in Business, Finance or related field is preferred.

  • CFA designation (or progress towards CFA designation) is preferred, but not required.

  • A minimum of 7 to 10 years of asset management experience is required. Prior experience in trading or managing portfolios is required. Experience in management of Exchange Traded Funds or index management is preferred.

  • Candidate will require strong analytical skills to analyze and interpret various market data and apply such information to written reports and oral presentations. In-depth knowledge of the global markets, prior trading experience, and the ability to provide market and fund attribution analysis are required. Ability to make quick decisions, establish priorities and concentrate on detailed information under stressful conditions. Desire to work closely in team managed approach with fellow portfolio managers is required.

Why Invesco

In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally.

What’s in it for you?

As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world.

Our benefit policy includes but not limited to:

  • 25 days annual leave plus flexible paid time off
  • Hybrid work schedule
  • Learning and development programs
  • Health & wellbeing benefits
  • Parental Leave benefits
  • Employee stock purchase plan

How to Apply:

To know more about us:

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model


At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with one day working outside 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 local laws governing non-discrimination in employment.

Personal data provided by job applicants will be used strictly in accordance with our personal data policy and for recruitment purposes only. Candidates not notified within twelve weeks may consider their application unsuccessful. All related information will be kept in our file for future recruitment purposes. When there are vacancies in our subsidiary or associate companies, we may transfer the application to them for consideration of employment. Under the Personal Data (Privacy) Ordinance, job applicants have a right to request access to, and to request correction of, Personal Data in relation to the application. If job applicants wish to exercise these rights, they should contact the Human Resources department.