[Remote] Principal at Invoca

United Kingdom

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Managed Account Platform Services, Alternative Investments, Asset ManagementIndustries

Requirements

Candidates should possess higher education in a relevant field or an equivalent combination of education and experience, with a CFA designation being an asset. A minimum of 12-15 years of experience in investment management, consulting, or financial services, particularly with hedge funds or alternative investments, is required. A deep understanding of alternative investment strategies, proven ability to lead client engagements and deliver tailored investment solutions, and experience in presenting market intelligence and strategic insights are essential. Exceptional interpersonal and communication skills are necessary for influencing and collaborating across internal teams.

Responsibilities

The Principal will lead client engagements, including meetings and presentations, to deliver customized solutions aligned with client needs and investment objectives. They will collaborate with internal teams to ensure optimal client outcomes and enhance platform value. Responsibilities include developing a deep understanding of clients' investment strategies, informing solution design, and conducting market research, industry trends, and peer benchmarking to support strategic decision-making.

Skills

Client Engagement

Investment Analysis

Strategic Solutions

Client-Facing

Strategic Thinking

Cross-Functional Collaboration

Presentation Skills

Absolute Return Investments

Invoca

AI-powered call tracking and analytics platform

About Invoca

Invoca offers a platform for AI-powered call tracking and conversational analytics, helping businesses analyze phone calls to gain insights from customer conversations. This data is vital for marketers to optimize their advertising strategies and improve customer acquisition. The platform integrates with popular marketing tools, allowing businesses to connect offline and online customer data. Invoca's goal is to enhance marketing performance through detailed insights, enabling data-driven decisions and better return on investment.

Santa Barbara, CaliforniaHeadquarters

2008Year Founded

$194.4MTotal Funding

SERIES_FCompany Stage

Consumer Software, Enterprise Software, AI & Machine LearningIndustries

201-500Employees

Benefits

PTO

Medical, dental, & vision coverage

Mental well-being & EAP

Paid family/medical leave

Invacation (sabbatical)

Wellness subsidy

Risks

Emerging AI-driven startups could challenge Invoca's market share in conversational analytics.

Privacy regulations like GDPR may limit Invoca's data collection capabilities.

Economic downturns could reduce marketing budgets, impacting Invoca's subscription revenue.

Differentiation

Invoca leads in conversation intelligence AI, enhancing marketing and sales team efficiency.

The platform offers seamless integration with major marketing tools like Google Ads and Salesforce.

Invoca's no-code integrations simplify deployment across social media platforms like TikTok and Snapchat.

Upsides

Growing demand for AI-driven insights boosts Invoca's market potential in personalized marketing.

Recent integrations with social platforms align with expanding social media ad budgets.

Recognition as a leader in revenue execution platforms strengthens Invoca's market position.

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