Client Portfolio Analyst: Market Insights & Materials

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

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