Client Portfolio Analyst

Invesco • Atlanta, GA

1d • Hybrid

About The Position

The Client Portfolio Analyst (CPA) supports the Client Portfolio Management team covering Global Core and Global High Yield investment capabilities across institutional and retail distribution channels. The role combines investment expertise, content development, client support, competitive analysis, and cross-functional coordination. The CPA works closely with Client Portfolio Managers (CPMs) and portfolio management teams to develop customized client and prospect materials reflecting market dynamics, portfolio positioning, performance attribution, and the competitive landscape, while coordinating with investment teams to ensure accuracy and consistency. The role also supports client meetings through preparation, presentation development, and follow-up, and builds relationships with product, legal, compliance, RFP, marketing, and other departments to keep materials accurate, consistent, timely, and aligned with business priorities.

The CPA is an integrated member of the Client Portfolio Management team and partners with portfolio managers, distribution teams, client service, product management, marketing, legal, and compliance to support commercial success. The position requires a strong understanding of financial markets and the ability to serve as a credible internal spokesperson from fundamental analysis and macroeconomic perspectives. Success calls for strong communication, relationship-building, business, and analytical skills, as well as the ability to work independently, manage competing deadlines, think creatively about product evolution, and adapt to changing business needs.

The role develops strategy expertise and client-facing portfolio updates; analyzes portfolio data, performance, risk, and market developments; supports client, prospect, and roadshow preparation; creates bespoke collateral and thought leadership; and helps deliver marketing, distribution, training, conference, and commercial-planning initiatives. The position is full-time and follows Invesco’s workplace policy, which, as of October 1, 2025, requires employees to spend at least four full days each week working in an Invesco office.

Requirements

• 5–15 years of related experience in financial services.
• Proven ability to manage many concurrent projects and stakeholders while delivering accurate, timely, high-quality work.
• Strong organizational skills, attention to detail, prioritization, adaptability, and ability to execute as business needs change.
• Strong writing and communication skills, including the ability to tailor content to financial advisors, intermediaries, institutional investors, and consultants.
• Strong quantitative and analytical skills and ability to synthesize market, portfolio, competitive, and client information into actionable insights that support sales, client retention, and new business development across distribution channels.
• Strong investment acumen and 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 sharing effective practices to improve team processes.
• Passion for the investment industry and capital markets.
• Highly developed written and verbal communication skills.
• Good people and influence-management skills.
• Undergraduate degree required, preferably in business or a related discipline.

Nice To Haves

• Working toward a CFA, CAIA, or similar designation.

Responsibilities

• Build detailed knowledge of supported strategies, including their investment philosophy and process, current themes, risk attributes, portfolio positioning, outlook, and performance attribution.
• Develop and deliver portfolio updates and messaging for clients.
• Use third-party and firm research, risk management, and reporting tools to source, analyze, and interpret portfolio data for client materials, investment commentary, performance analysis, and CPM support.
• Prepare CPMs and portfolio managers for client and prospect meetings and roadshows by identifying client needs, likely questions and objections, portfolio developments, and competitive considerations.
• Develop supplemental slides and maintain and enhance bespoke product collateral in response to client questions and investment trends.
• Develop thought leadership, insight pieces, and presentations for retail and institutional channels; monitor investment and industry trends and identify relevant strategy issues and topics.
• Track the competitive landscape, peer groups, market trends, and channel developments, and articulate product differentiation.
• Partner with CPMs and investment teams to develop messaging about investment capabilities for clients and prospects.
• Create and review marketing and meeting materials and provide distribution partners with regular communications, analysis, and insights for client use.
• Support strategic commercial plans for investment capabilities by coordinating content, analysis, and client engagement initiatives with CPMs, portfolio management, Distribution, Product, and Marketing.
• Support Distribution with training, large conferences, and meeting activities; manage the ongoing internal and external product experience and work with Product and Marketing on fund-specific content.
• Assist Sales with custom proposals for significant business opportunities and participate in client calls and meetings as needed.
• Coordinate with product, legal, compliance, RFP, marketing, and other departments to ensure materials are accurate, consistent, timely, and aligned with business priorities.
• Use AI tools and automation to improve analytical depth, workflow efficiency, and output quality, and share effective practices to enhance team processes.

Benefits

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

What This Job Offers

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