Client Portfolio Insights Analyst

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

Benefits offered by this job

Flexible PTO

Hybrid work schedule

401(K) matching up to 6% with company+

Health & wellbeing benefits

Parental leave

Employee stock purchase plan

Job summary

Invesco, a leading global investment firm, seeks a Client Portfolio Analyst to develop and update client and prospect materials reflecting market dynamics, portfolio positioning and performance insights.

The role partners with Client Portfolio Managers to provide high-quality support for meetings and communications, and to craft value-added commentary for client retention and acquisition strategies.

Qualifications

• 5-15 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 and drive to continuously improve.

Responsibilities

• Develop and update customized client and prospect presentation materials.
• Support client meetings and roadshows with pre- and post-meeting content.
• Produce investment commentary, market insights and thought leadership content (blogs, white papers, talking points).
• Create and maintain quarterly marketing materials and investment strategy updates.
• Collaborate with product, legal, compliance and marketing to ensure accurate, consistent content.

Skills

Financial services experience

Writing & communication

Content creation

Market analysis

Education

Undergraduate degree in business or related field

Tools

Bloomberg

Microsoft Office

Morningstar

Job description

Invesco, a leading global investment firm, seeks a Client Portfolio Analyst to develop and update client and prospect materials reflecting market dynamics, portfolio positioning and performance insights.

The role partners with Client Portfolio Managers to provide high-quality support for meetings and communications, and to craft value-added commentary for client retention and acquisition strategies.