Steve Byers
Director, Investment Due Diligence at Invesco - With a strong investment acumen and relationship-focused, I bring best-in-class investment products & solutions to wealth management platforms.
- Role
- Director, Investment Due Diligence at Invesco
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Steve Byers
I focus on bringing VanEck’s best-in-class investment products as well as solutions to…
Experience
Director, Investment Due Diligence
Sep 2018 — Present · New York, NY, US
I focus on managing client relationships with home office due diligence analysts and model allocators at wealth management platforms. I showcase Invesco’s best-in-class alternative investment capabilities (Real Estate and Private Credit) and its traditional mutual fund and separate account products to those clients. I utilize my extensive analytical background (manager due diligence and equity research) in order to foster new client relationships and provide them with investment solutions to fit their firm\'s needs. I also work directly with internal investment teams to help promote their product offerings and assist in product development as the market evolves.
Skills
- Derivatives
- Financial Advisory
- Tactical Asset Allocation
- Emerging Markets
- Fixed Income
- Consultants
- Fundamental Research
- Fund of Funds
- Crm
- Research
- Strategy
- Sales Presentations
- Valuation
- Equity Research
- Investment Strategies
- Asset Management
- Equities
- Coaching
- Bloomberg
- Trading
- Technical Analysis
- Triathlon
- Portfolio Management
- Investments
- Consultancy
- Mutual Funds
- Asset Allocation
- Risk Management
- Analysis
- Due Diligence
- Client Relationship Building
- Finance
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