12d 23h ago
Client Portfolio Analyst
Invesco·Finance · Investment Management
🏢Hybrid
|New York, United States of America$105k - $112k USD/yr
office365
Client Portfolio Analyst
Invesco | Finance | Investment Management
Hybrid
Full Time
United States of America, New York
$105k - $112k USD/yr
Position:
Client Portfolio Analyst
Company:
Invesco
Compensation:
$105,000 - $112,000/year
Location:
United States, New York
Employment type:
Full time
Work Arrangement:
Hybrid work schedule
Short Summary:
The Client Portfolio Analyst (CPA) is responsible for developing and updating customized client and prospect presentation materials, reflecting the latest market dynamics, portfolio positioning, and performance insights. The CPA will partner with Client Portfolio Managers to provide high-quality support during client meetings and roadshows, including pre-meeting preparation and post-meeting follow-up materials.
Responsibilities:
- Develop and maintain customized client presentation materials.
- Collaborate with Client Portfolio Managers to support client-facing tasks.
- Produce investment commentary, market insights, and thought leadership content.
- Assist in the creation of quarterly marketing materials and strategy updates.
- Monitor key investment and industry trends.
- Develop marketing initiatives to build sales momentum.
- Support distribution with training and client meetings.
Requirement:
- 5-15 years of related experience in financial services.
- Strong writing and communication skills.
- Technical skills including proficiency with Bloomberg, Microsoft Office, and Morningstar.
- Undergraduate degree required, preferably in business or related discipline.
Benefits:
- Flexible paid time off
- 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan
Client Portfolio Analyst
Company:
Invesco
Compensation:
$105,000 - $112,000/year
Location:
United States, New York
Employment type:
Full time
Work Arrangement:
Hybrid work schedule
Short Summary:
The Client Portfolio Analyst (CPA) is responsible for developing and updating customized client and prospect presentation materials, reflecting the latest market dynamics, portfolio positioning, and performance insights. The CPA will partner with Client Portfolio Managers to provide high-quality support during client meetings and roadshows, including pre-meeting preparation and post-meeting follow-up materials.
Responsibilities:
- Develop and maintain customized client presentation materials.
- Collaborate with Client Portfolio Managers to support client-facing tasks.
- Produce investment commentary, market insights, and thought leadership content.
- Assist in the creation of quarterly marketing materials and strategy updates.
- Monitor key investment and industry trends.
- Develop marketing initiatives to build sales momentum.
- Support distribution with training and client meetings.
Requirement:
- 5-15 years of related experience in financial services.
- Strong writing and communication skills.
- Technical skills including proficiency with Bloomberg, Microsoft Office, and Morningstar.
- Undergraduate degree required, preferably in business or related discipline.
Benefits:
- Flexible paid time off
- 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan
Required Skills
office365
Required Languages
🇬🇧 English
Key competency: Finance