Institutional Sales Analyst

About the role

Invesco’s North America Institutional (NAI) team is seeking an Institutional Sales Analyst to support sales and consultant relations. The analyst will provide analytical insight for marketing and sales initiatives, helping to deliver a superior client experience across pension plans, insurance companies, nonprofits and financial institutions.

Key responsibilities

• Prepare client profiles and background materials for meetings.
• Maintain and monitor sales activity, client insights and pipeline data in Salesforce, leveraging tools such as eVestment, Preqin, WithIntelligence, Money Market Directory and FinSearches.
• Collaborate with internal partners in Sales, Marketing, Client Service and Investments to develop timely marketing campaigns and tailored client materials.
• Support senior team members in tracking performance against business plans for clients, prospects and consultants.
• Participate in North American Institutional initiatives aimed at improving reporting and communication.

Required profile

• Strong analytical mindset with attention to detail.
• Ability to work cross‑functionally and manage multiple priorities.
• Excellent written and verbal communication skills.

Required skills

• Salesforce
• eVestment
• Preqin
• WithIntelligence
• Money Market Directory
• FinSearches

What we offer

• Flexible paid time off and hybrid work schedule.
• 401(k) matching up to 6% plus discretionary contributions.
• Health, wellbeing and parental leave benefits.
• Employee stock purchase plan.