Senior Client Portfolio Analyst

Develop and maintain customized client and prospect materials that reflect market dynamics, portfolio positioning, and performance insights. Partner with Client Portfolio Managers to support client meetings and roadshows, including pre-meeting prep and post-meeting follow-ups. Produce investment commentary, market insights, and thought leadership (e.g., blogs and white papers), and help create quarterly marketing materials and strategy updates while coordinating with investment, product, legal, compliance, and marketing teams.