Client Portfolio Analyst

Invesco Ltd. • Atlanta, GA

2d • Hybrid

About The Position

The Client Portfolio Analyst (CPA) supports the Client Portfolio Management team covering the Global Core and Global High Yield investment capabilities. The role spans both institutional and retail distribution channels and combines investment expertise, content development, client support, competitive analysis, and cross functional-coordination.

The CPA will work closely with Client Portfolio Managers and portfolio management teams to develop customized client and prospect materials that reflect current market dynamics, portfolio positioning, performance attribution, and the competitive landscape, coordinating with investment teams to ensure accuracy and consistency. The role will also support client meetings through pre-meeting preparation, presentation development, and post-meeting follow-up.

The CPA will also be tasked with building strong relationships with product, legal, compliance, RFP, marketing and other departments to ensure materials are accurate, consistent, timely, and aligned with business priorities. Success in this role requires the ability to work independently, manage multiple and often conflicting deadlines, think creatively about product evolution and to be able to re-focus quickly as business needs evolve.

Because the Client Portfolio Analyst acts as an extension of the client portfolio management team, this individual must have a strong understanding of financial markets and be regarded as a credible internal spokesperson from both a fundamental analysis and macro-economic perspective.

The result is a multifaceted, dynamic, and challenging role that demands highly developed skills in communications, relationship building, business acumen and analytics. We hire highly engaged, confident individuals who are persistently curious, are committed to consistently delivering high-quality work and continually strive to improve themselves and their environment.

Requirements

• 5-15 years of related experience in financial services.
• Proven ability to manage a high volume of concurrent projects and stakeholders while delivering accurate, timely, and high-quality work. Strong organizational skills, attention to detail, and the ability to effectively prioritize, adapt, and execute amid changing business needs are critical.
• Strong writing and communication skills with the ability to tailor content to audiences ranging from financial advisors and intermediaries to sophisticated institutional investors and consultants.
• Strong quantitative and analytical skills including the ability to synthesize market, portfolio, competitive, and client information into actionable insights that support sales, client retention, and new business development efforts across multiple distribution channels.
• 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, Aladdin, Microsoft Office, Morningstar and other software products.
• Proficiency in using AI tools and automation to improve analytical depth, workflow efficiency, and output quality including the sharing of effective practices to enhance team processes is a must.
• 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.

Nice To Haves

• Work toward CFA, CAIA or similar designation preferred.

Responsibilities

• Work closely with the team’s portfolio managers and CPMs to become deeply knowledgeable about each strategy. The Client Portfolio Analyst must be able to produce and deliver portfolio updates and messaging to clients. This will require building an intimate knowledge of the investment philosophy and process of each investment product supported as well as a 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.
• Develop mastery of third-party and the firm’s research, risk management and reporting tools to independently source, analyze, and interpret portfolio data for use in client materials, investment commentary, performance analysis, and CPM support.
• Support CPM and portfolio manager preparation for client meetings, prospect meetings, and roadshows by identifying key client needs, likely questions and objections, relevant portfolio developments, and competitive considerations.
• Develop supplement slides in support of key client questions and investment trends. Work closely with the team’s CPMs to become knowledgeable of each product to develop, maintain, and enhance bespoke collateral produced by the team.
• 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.
• In partnership with the Client Portfolio Managers and the investment team, 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 distribution partners for use with clients.
• Support the development and execution of strategic commercial plans for the team’s investment capabilities, partnering with CPMs, portfolio management, Distribution, Product, and Marketing to deliver supporting content, analysis, and client engagement initiatives.
• 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.

Benefits

• Flexible paid time off
• Hybrid work schedule
• 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level