Lucas Blocker
Strategic Client Service Manager | Leveraging intentional portfolio management and customized investment management strategies based on market, economic, and fund research.
- Role
- Client Service Manager at Invesco Us
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Lucas Blocker
Financial Management & Investment Leader with a combination of 15+ years of experience helping financial organizations enhance quality assurance by strengthening relationships with strategic partners and performing process improvement initiatives. Reviews portfolio performance from different perspectives and provides innovative solutions to business challenges in private and public sector environments. Developed a personal passion for communicating realistic financial solutions for institutions and mutual fund investors, while leading cross-functional teams to achieve consistent results that increased efficiency and productivity. Meticulously sets the direction for trading activity, allocates traditional and alternative resources, ultimately overcoming obstacles to achieve success – developing intentional plans for turnaround and growth. Areas of Expertise include…- Asset Deployment & Valuation - Client Engagement- Strategic Planning - Risk & Data AnalysisThought leader with a proven history in performance management to guide cost improvements by streamlining workflow processes, retaining clients, and advising stakeholders / executives on business intelligence. Constantly researching ways to clarify investment advice and strategies, improve partnerships, and ensure long term growth.Emerging Markets | Private Funds | Fixed Income | Regulatory Compliance | Portfolio Performance | New Business Development | Investment Management
Experience
Client Service Manager
Apr 2022 — Present · Atlanta, GA, US
Education
North Carolina State University
Bachelor of Science - BS
East Carolina University
Master of Business Administration - MBA
Skills
- Budgets
- Investments
- Investment Banking
- Investone
- Bloomberg
- Microsoft Office
- Fixed Income
- Alternative Investments
- Bloomberg Terminal
- Capital Markets
- Transition Management
- Financial Modeling
- Derivatives
- Financial Analysis
- Financial Risk
- Asset Management
- Chartered Financial Analyst
- Equities
- Project Planning
- Performance Measurement
- Fund Accounting
- Hedge Funds
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