Sales Analyst

Invesco New York, NY
Invesco is a leading global asset management firm with more than $937B* in assets under management. We provide our retail and institutional clients a diverse and comprehensive range of investment capabilities to help people get more out of life. Invesco is publicly traded on the New York Stock Exchange (IVZ) and has about 7,000 employees in over 20 countries.

(*As of December 31, 2017)

Job Summary:

The NAI Sales Analyst will provide analytical support to the insurance channel, 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.

Key Responsibilities:

* Provide analytical support using CRM/Salesforce reporting

* Ensure timely delivery against reporting needs of both internal business partners and external clients by working with broader Invesco organization

* Develop an understanding of IVZ capabilities and investment strengths

* Work closely with the senior sales team, marketing and communications by providing analysis and helping to drive and develop timely sales campaigns

* Develop an understanding of the institutional insurance investment landscape

* Use analytics to assemble industry information from Invesco and outside sources

* Coordinate with the Admin team on production and distribution, thus developing compelling, tailored materials for use with clients, prospects, or consultants as necessary

* Support development of and track performance against execution of business plans for senior team members and external clients, prospects and consultants as assigned

* Participate in specific North American Institutional business initiatives to improve overall team performance, in particular efforts related to enhancing reporting and communication

Work Experience:

* Strong Excel/PowerPoint proficiency

* Client focused work experience and/or prior demonstration of skills required

Skills / Other Personal Attributes Required:

* Strong analytical and problem-solving skills

* Team player and self-motivated

* Client service orientation

* Strong business, investment and financial acumen and interest

* Excellent oral and written communication skills

* Proficient computer skills, including Microsoft Office products, Internet, etc.

* Good general investment industry knowledge

* Ability to work proactively and with little supervision

* Initiative and good judgment coupled with an ability to work under pressure

* Strong work ethic

* Exhibits Integrity – Embraces a fiduciary culture - Acts in the best interests of clients who have chosen Invesco as a steward of their investments; conducts business in accordance with the highest standards of legal and ethical conduct

* Maintains Client Focus – Keeps clients (internal and external) first and foremost; understands client needs or service requirements and delivers solutions or service that meet or exceed client expectations

Formal Education: (minimum requirement to perform job duties)

* Bachelor's Degree

FLSA (US Only): Exempt

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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