Todd Byers
Head UIT Equities, Sr PM at Invesco
- Role
- Head Uit Equities, Sr Pm at Invesco Us
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Todd Byers
Experienced portfolio manager with over 18 years of investment experience dealing in domestic and international security analysis, fund manager due diligence, portfolio management, and product development. Comprehensive knowledge of multiple asset classes, investment vehicles, and financial scenarios. •Chartered Financial Analyst (CFA) charterholder •Series 7, 24 and 66 Registered Skills: •Top-down and bottom-up domestic and international security analysis, portfolio management, product development, and client engagement •Fund of funds manager due diligence •Proficient with technology and software critical to portfolio management including, Bloomberg/API links, FactSet, Morningstar Direct, Microsoft Excel and other Microsoft Office Suite products •Unit Investment Trusts (UITs), Closed-end Funds (CEFs), Business Development Companies (BDCs), and Exchange Traded Funds (ETFs)
Experience
Head Uit Equities, Sr Pm
Mar 2024 — Present
Education
Northern Illinois University
Bachelor of Science (B.S.)
2000 — 2004
Skills
- Fixed Income
- Financial Analysis
- Etfs
- Equities
- Investment Management
- Investments
- Asset Allocation
- Excel
- Asset Management
- Morningstar
- Microsoft Excel
- Unit Investment Trusts
- Factset
- Portfolio Management
- Trading
- Investment Strategies
- Microsoft Office
- Equity Research
- Bloomberg
- Closed-End Funds
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