Client Portfolio Analyst
$105,000–$112,000 year
On-siteNew York City, New York, United States
New York City, New York, United StatesOn-siteFull Time$105,000–$112,000 yearLarge
Full TimeLarge
Job Summary
Develop and update customized client presentation materials reflecting market dynamics, portfolio positioning, and performance insights. Partner with Client Portfolio Managers to provide high-quality support during client meetings and roadshows, including pre-meeting preparation and post-meeting follow-up. Produce value-added investment commentary, market insights, and thought leadership content such as blogs and white papers to support client retention and acquisition. Monitor key investment and industry trends to identify strategy issues, articulate product differentiation, and assist in creating quarterly marketing materials and strategy updates.
Required Qualifications
- 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
- Undergraduate degree required, preferably in business or related discipline
- spending at least four full days each week working in an Invesco office
Desired Qualifications
- Strong understanding of financial markets and be regarded as a credible internal spokesperson from both a fundamental analysis and macro-economic perspective
- intimate knowledge of the investment philosophy and process of each investment product supported
- 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
- understanding of key client needs and objections
- knowledgeable of each product to develop, maintain, and enhance bespoke collateral produced by the team
- 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
- develop a message for clients and prospects re: the investment capabilities of the team's various strategies
- playing a prominent role in creating and reviewing marketing and meeting materials
- 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
- developing and updating customized client and prospect presentation materials, reflecting the latest market dynamics, portfolio positioning, and performance insights
- work closely with the CPM team and support client-facing tasks and content creation
- partner with CPMs to provide high-quality support during client meetings and roadshows, including pre-meeting preparation and post-meeting follow-up materials
- 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
- assist in the creation and maintenance of new quarterly marketing materials, investment commentary and strategy updates
- coordinate with investment teams to ensure accuracy and consistency
- support key investment strategies liaising with product, legal, compliance, marketing and other departments to help with content and other potential issues
- demonstrating the ability to think creatively about the marketing of the products and to be able to re-focus quickly as business needs evolve
- develop a message for clients and prospects re: the investment capabilities of the team's various strategies
- playing a prominent role in creating and reviewing marketing and meeting materials
- 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
- Work closely with the team's portfolio managers and CPMs to become deeply knowledgeable about each strategy
- Build supplement slides in support of key client questions and investment trends
- 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
- 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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.