Wealth Management Intern

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 DescriptionJob summary:As a WMP Intern, you will work with the broader Wealth Management Platforms team, as well as other internal partners, to contribute to successful outcomes for clients by delivering a best-in-class personalized experience and elevating Invesco capabilitiesrelevance on wealth management platforms.Your role: Support strategic initiatives for WMP Strategic Account Managers and Investment Due Diligence professionalsLearn Invesco's investment strategies (Funds, SMA's, ETF's, etc.) by asset class and how they are positioned on client platformsConduct competitor research to identify potential opportunities and threats to existing products, and to effectively position IVZ strategies versus peersShare relevant articles and white papers with WMP partners to promote discussion and evaluation of industryasset class trendsContribute to team discussions and preparation for client meetingsAssist team with ad-hoc projectsExperience you bring:Must be pursuing a Bachelor's or Master's degree graduating between December 2025 and Summer 2026 with a minimum GPA of 3.2 on a 4.0 scaleBasic understanding of mutual funds and financial marketsUnderstanding of asset managementwealth management industryStrong critical thinking skillsProficient across Microsoft office, with strong command of ExcelComfortable working with learningusing new software; basic knowledge of Salesforce is a plusExcellent written and verbal communication skillsHighly motivated and driven; seeks high quality execution and engagementAble to manage & prioritize multiple tasksSelf-starter with a knack to "figure things out"The compensation offered for this position will be based on qualifications, skills and location. For New York the compensation offered will be $ 30-35hour Full Time Part TimeFull timeWorker TypeStudentIntern (Fixed Term)Job Exempt (Yes No)NoWorkplace ModelAt 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 three days a week, with two days working outside an Invesco office. What's in it for you?Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: Flexible paid time offHybrid work schedule401(K) matching of 100% up to the first 6% with a discretionary supplemental contributionHealth & wellbeing benefitsParental Leave benefitsEmployee stock purchase planThe 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 vesco'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.

Created: 2025-02-17