Client Portfolio Analyst - Market Insights & Communications

Invesco

New York (NY)

On-site

USD 90,000 - 120,000

Full time

14 days+

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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

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,

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