Client Portfolio Analyst

Aplaro Ltd; New York (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work schedule

401(k) matching

Job summary

Invesco is seeking a Client Portfolio Analyst in New York City to join the Investments, Strategy & Development team. You will develop and update customized client and prospect materials, reflecting latest market dynamics, portfolio positioning and performance insights.

You will work with CPMs to provide high‑quality support during client meetings and roadshows. You will also produce investment commentary, market insights and thought leadership content to aid client retention and acquisition,

Responsibilities

• Develop and update customized client and prospect presentation materials reflecting market dynamics, portfolio positioning and performance insights.
• Support client-facing tasks and content creation, including pre-meeting preparation and post-meeting follow-up materials.
• Produce value-added investment commentary, market insights and thought leadership content to support client retention and acquisition efforts.
• Create and maintain quarterly marketing materials, investment commentary and strategy updates in collaboration with investment teams.

Job description

About Invesco As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

What’s in it for you? Our people are at the ver y core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:

• Flexible paid time off
• Hybrid work schedule
• 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

Job Description

We are looking for our next Client Portfolio Analyst (CPA) to join our Investments, Strategy & Development team in New York City ! This team is a fully integrated team of Client Portfolio Managers (CPMs) created to support and service our investment capabilities across diversified channels and regions. The team’s purpose is to maximize franchise value through best-in-class product client advocacy and partnership with portfolio management and distribution teams. You'll be responsible for developing and updating customized client and prospect presentation materials, reflecting the latest market dynamics, portfolio positioning, and performance insights. You will work closely with the CPM team and support client-facing tasks and content creation. You will partner with CPMs to provide high-quality support during client meetings and roadshows, including pre-meeting preparation and post-meeting follow-up materials. In addition, you will be tasked with producing value-added investment commentary, market insights, and thought leadership content (e.g., blogs, white papers, talking points) to support client retention and acquisition efforts. In addition, you will assist in the creation and maintenance of new quarterly marketing materials, investment commentary and strategy updates. You'll coordinate with investment teams to ensure accuracy and consistency. You will also support key investment strategies liaising with product, legal, compliance, marketing and other departments to help with content and other potential issues. Key to success in this role is demonstrating the ability to think creatively about the marketing of the products and to be able to re-focus quickly as business needs evolve. Because you will act as an extension of the portfolio management team, this individual must have a strong understanding of financial markets and be regarded as a credible internal spokesperson from both a fundamental analysis and macro-economic perspective. The result is a multi-faceted, dynamic, and challenging role that demands highly developed skills in communications, relationship building, business acumen and analytics. We hire highly engaged, confident individuals who are persistently curious, will not settle for average and continually strive to improve themselves, their work, and their environment.

Key Responsibilities / Duties:

You will be responsible for a set of investment strategies across geographies markets and in both retail and institutional channels. Investment Content & Expertise: Work closely with the team’s portfolio managers and CPMs to become deeply knowledgeable about each strategy. The Client Portfolio Analyst must have an intimate knowledge of the investment philosophy and process of each investment product supported. This includes a detailed understanding of current investment themes within the portfolio, risk attributes of the strategy, past and current positioning of the portfolio, near‑term outlook for the strategy and performance attribution. Assist with the completion of PM and CPM client preparation and understanding of key client needs and objections. Build supplement slides in support of key client questions and investment trends. Work closely with the team’s CPMs to become knowledgeable of each product to develop, maintain, and enhance bespoke collateral produced by the team. Drive the development of thought leadership, insight pieces, and presentations across retail and institutional channels. This includes monitoring key investment and industry trends and identifying key investment strategy issues and topics. Know the competitive landscape/peer group; stay current on market trends and competitive developments in all relevant distribution channels. Be able to clearly articulate what differentiates our products from the competition. Distribution & Marketing Support: In partnership with the Client Portfolio Managers and the investment team, develop a message for clients and prospects re: the investment capabilities of the team’s various strategies. This includes playing a prominent role in creating and reviewing marketing an