Client Portfolio Analyst

About the role

Invesco is seeking a Client Portfolio Analyst to join its Investments, Strategy & Development team in New York City. The role supports client‑facing activities, creates tailored presentation materials, and contributes to thought‑leadership content that drives client acquisition and retention.

Key responsibilities

• Develop and update customized client and prospect presentation decks reflecting market dynamics, portfolio positioning, and performance insights.
• Support Client Portfolio Managers (CPMs) during client meetings and roadshows, handling pre‑meeting preparation and post‑meeting follow‑up.
• Produce investment commentary, market insights, and thought‑leadership pieces such as blogs, white papers, and talking points.
• Create and maintain quarterly marketing materials, investment commentary, and strategy updates in coordination with investment teams.
• Liaise with product, legal, compliance, marketing, and other departments to ensure accurate and consistent content.
• Act as an internal spokesperson on fundamental analysis and macro‑economic topics, providing credible insights to internal and external stakeholders.

Required profile

• Strong understanding of financial markets, fundamental analysis, and macro‑economic trends.
• Ability to think creatively about product marketing and adapt quickly to evolving business needs.
• Excellent communication skills and a collaborative mindset for working with CPMs and cross‑functional teams.

Required skills

What we offer

• Flexible paid time off
• Hybrid work schedule
• 401(k) matching – 100% up to the first 6% plus discretionary contributions
• Comprehensive health and wellbeing benefits
• Parental leave benefits
• Employee stock purchase plan