Thematic & Specialty ETF Strategist

About This Role

The Thematic & Specialty ETF Strategist will leverage capital markets and investment management knowledge to deliver macro views and product positioning to institutions and financial advisors. This role drives the growth of thematic & specialty equity ETF products by partnering with cross-functional teams and serving as the public voice for the product line.

Responsibilities

• Drive growth of the thematic & specialty equity ETF product line in partnership with cross-functional teams (sales, marketing, capital markets, product management, portfolio management and product development)
• Help build and reinforce a brand for Invesco ETF products by presenting at industry conferences and serving as the “voice” for the product line in media interviews, sponsored events, webcasts, etc.
• Support efforts to develop and manage insights on the product line through asset class and product-specific communication, product training and positioning, product-specific competitive analysis, market and product performance commentaries, and content development in partnership with Marketing
• Partner with Sales to execute product-specific distribution strategies and participate in client meetings
• Monitor macro market conditions to formulate asset class views, and translate them into actionable investment and product positioning ideas for clients
• Identify new product opportunities as well as assess existing product line to identify opportunities for enhancement

Requirements

• 10+ years of investment management or research experience
• Strong understanding of equity markets
• ETF and/or index product knowledge and relevant industry experience
• Excellent written communication, oral presentation, and analytical skills
• Proven ability to present effectively at corporate, client, and industry events, including large audiences
• Strong interpersonal skills and a collaborative mindset; able to build effective relationships across all levels
• Self-directed professional who can set objectives and work independently
• Undergraduate degree in business, finance, or related field

Qualifications

• Undergraduate degree in business, finance, or related field required; MBA, CFA, CIMA, or CFP preferred.
• 10+ years of investment management or research experience, with strong understanding of equity markets.

Nice to Have

• MBA
• CFA
• CIMA
• CFP

Skills

* Required skills

Benefits