Client Portfolio Analyst

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