Client Portfolio Analyst

1201 Invesco Advisors Inc.; New York (NY); On-site; USD 105,000 - 112,000; Full time

Benefits offered by this job

Hybrid work schedule

401(K) matching

Health & wellbeing benefits

Parental Leave

Employee stock purchase plan

Flexible paid time off

Job summary

Invesco, a global investment firm, seeks a Client Portfolio Analyst (CPA) in New York City to support client communications, thought leadership, and marketing materials. You will work with CPMs to prepare materials reflecting market dynamics, performance insights, and investment trends, while aiding in client meetings and roadshows.

The role emphasizes strong writing, analytics, and collaboration across product, legal, compliance, and marketing to articulate our investment capabilities to

Qualifications

• 5 years of related experience in financial services preferred.
• Ability to translate complex investment concepts into client-friendly language.
• Strong writing and communication skills with attention to detail.

Responsibilities

• Develop and update client and prospect presentation materials reflecting market dynamics and performance insights.
• Produce value-added investment commentary, market insights, and thought leadership content for client retention and acquisition.
• Create and maintain quarterly marketing materials and investment commentary in collaboration with product and marketing teams.
• Support CPMs in client meetings and roadshows with pre- and post-meeting materials.
• Assist in crafting proposals for significant business opportunities and coordinate with multiple departments.

Skills

Financial services

Strong writing

Communication

Investment knowledge

Bloomberg

Microsoft Office

Morningstar

Education

Undergraduate degree in business or related

Tools

Bloomberg Terminal

Microsoft Office

Morningstar Direct

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.

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 and meeting materials, and providing regular communications, analysis and insights to our Sales team for use with clients. Develop and implement effective product marketing initiatives designed to build sales momentum and/or defend a critical investment franchise. Support Distribution with training, large conferences, meeting support. Manage the ongoing internal and external experience for our products and work with Product and Marketing to support fund specific content. Assist Sales with custom proposals for significant business opportunities and participate in client calls/meetings as needed.

Skills / Personal Attributes Required

up to 5 years of related experience in financial services. Strong writing and communication skills with the ability to translate complex investment concepts into client-friendly language. Entrepreneurial spirit, with a focus on continuous improvement, willingness to take risks, embrace and lead change, determination to find creative solutions to problems. Strong work ethic and drive to succeed. Technical skills, including strong investment acumen, understanding of financial markets and economics, proficiency with Bloomberg, Microsoft Office, Morningstar and other software products. Passion for the industry and capital markets is a must. Highly developed communication skills, both written and verbal Good people and influence management skills;

Formal Education

Undergraduate degree required, preferably in business or related discipline

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco is committed to fair and accessible employment practices. If selected for an interview, we will work with you to ensure that your interview is accessible, and accommodation is provided. Please contact us at [e-mail] or 1.800.874.6275 to let us know if you require accommodation for an interview due to a disability.

The salary range for this position in NYC, NY 105,000-112,000/year.

Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) Yes

Workplace Model Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.