Client Portfolio Analyst

Invesco
New York
Workplace: HybridFull timeUSD 105,000 - 112,000 annuallyFunction: Product ManagementExperience: 5-15 yearsEducation: bachelorsSkills: ["Communication","Relationship building","Business acumen","Analytics","People influence management"]

Develop and maintain customized client and prospect presentation materials that reflect current 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 for both retail and institutional channels, coordinating with investment, product, legal, compliance, and marketing teams to ensure accuracy and consistency.

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FursaFursa
Invesco
Invesco
6 days ago

Client Portfolio Analyst

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Last checked: 4 hours agoStatus: Live

Job Summary

Develop and maintain customized client and prospect presentation materials that reflect current 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 for both retail and institutional channels, coordinating with investment, product, legal, compliance, and marketing teams to ensure accuracy and consistency.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Product Management
Seniority: Mid level

Key Responsibilities

  • •Develop and update customized client and prospect presentation materials based on market dynamics, portfolio positioning, and performance insights.
  • •Support Client Portfolio Manager-led client preparation and post-meeting follow-ups, including building supplemental slides for client questions and investment trends.
  • •Create thought leadership and investment commentary (e.g., blogs, white papers, talking points) to support client retention and acquisition.
  • •Coordinate with investment teams and cross-functional partners to ensure accuracy and consistency across quarterly marketing materials and strategy updates.
  • •Assist with distribution and sales support, including proposals, conferences/meetings support, and participating in client calls as needed.

Pay and Benefits

Salary: USD 105,000 - 112,000 annually
Perks:Paid LeaveHealth InsuranceParental Leave401kEquity

Key Requirements

  • •5-15 years of related experience in financial services.
  • •Strong writing and communication skills to translate complex investment concepts for clients.
  • •Deep investment acumen with strong understanding of financial markets and economics.
  • •Proficiency with Bloomberg, Microsoft Office, Morningstar, and other software products.
  • •Undergraduate degree required, preferably in business or a related discipline.
Experience:5-15 yearsFinancial servicesCapital marketsInvestment management
Education:Bachelor's
Skills:CommunicationRelationship buildingBusiness acumenAnalyticsPeople influence management
Tech Stack:BloombergMicrosoft OfficeMorningstar

Company Brief

Invesco
Global investment management firm offering mutual funds, ETFs, retirement solutions, and institutional asset management services. Serves individual investors, financial advisors, and institutions across public and alternative markets.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Atlanta, United States
Founded: 1935
WebsiteLinkedIn