Client Portfolio Analyst: Market Insights & Materials
1201 Invesco Advisors Inc.
Invesco, a global investment firm, seeks a Client Portfolio Analyst (CPA) in New York City to support client communications, thought leadership, and marketing materials. You will work with CPMs to prepare materials reflecting market dynamics, performance insights, and investment trends, while aiding in client meetings and roadshows. The role emphasizes strong writing, analytics, and collaboration across product, legal, compliance, and marketing to articulate our investment capabilities to #J-18808-Ljbffr 1201 Invesco Advisors Inc.
- Invesco is seeking a Client Portfolio Analyst in New York City to join the Investments, Strategy & Development... ...update customized client and prospect materials, reflecting latest market dynamics, portfolio positioning and performance insights. You will work with CPMs to provide...Materials
- ...rethinking possibilities for our clients. By delivering the... ...for our next Client Portfolio Analyst (CPA) to join our Investments... ...prospect presentation materials, reflecting the latest market dynamics, portfolio... ...positioning, and performance insights. You will work closely...MaterialsFull timeWork at officeFlexible hours
- ...rethinking possibilities for our clients. By delivering the... ...for our next Client Portfolio Analyst (CPA) to join our Investments... ...prospect presentation materials, reflecting the latest market dynamics, portfolio... ...positioning, and performance insights. You will work closely...MaterialsFlexible hours
- Barclays in New York seeks an Equity Research Energy Analyst to produce research reports and presentations, monitor market trends, and communicate insights to institutional clients with strategic recommendations. You will collaborate with senior analysts, conduct in-depth...Suggested
$80k - $90k
...Client Portfolio Analyst Reporting to the Managing Director, Investment Solutions, the Client Portfolio... ...and recommend adjustments based on market conditions and investment objectives.... ...commentary, and presentation materials. Assist portfolio managers and client...MaterialsPermanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- ...Management is an opportunity to help clients across the globe realize... ...leader in quantitative portfolio management techniques. The team... ...bond, currency, and commodity markets to generate excess return, or... ...and prepare relevant marketing materials (Powerpoint / Excel)Conduct...MaterialsFull timeTemporary workPart time
- ...seeking an Investment Specialist - Vice President in New York. This role involves engaging with clients and supporting the investment team through analytic tasks, market insights, and relationship management. Candidates must have over 5 years of experience in finance,...
$110k
Investment Banking Analyst - Capital Markets, Financing - 2027 Key Details... ...a $70+ billion loan portfolio and more than 6,100 clients. We span several lines... ..., memoranda, and other materials Develop an in depth understanding... ...Capital Markets insight and deepen the product...MaterialsFull timePart timeH1bLocal area- ...a rapidly growing $2T market and represents an enormous... ...compelling marketing materials and to help tell our story to both existing clients and prospects in the... ...considerations, and portfolio integration to support... ...effectively translate insights into client responses...Materials
$100k - $150k
...RoleAt Equitable, we help clients secure their... ...is seeking a Senior Portfolio Analyst to join the Portfolio... ...Offshore strategiesProvide insightful performance... ...quarterly Board of Trustee materials, including performance... ...product initiativesAnalyze market developments and...MaterialsFull timeContract workTemporary workLocal area2 days per week3 days per week$135k - $203.5k
...Growth and delivering for our clients, teammates, communities and... ...make an impact. Join us!The Market-Linked Investments Structuring... ...trading ideas;provide advice on portfolio hedging and positioning based... ...term sheets, ideas/marketing materials and presentations; pricing...MaterialsFull timeWork at officeWork from homeFlexible hoursDay shift$110k - $120k
...difference for every client, organization, and... ...Investment Banking & Markets (CIB&M) Full-Time Analyst Program is more than just a fascinating insight into MUFG: it is an... ...Monitoring and Sponsor portfolio company Relationship... ...above are the material job duties of this role...MaterialsPermanent employmentFull timeWork at officeLocal areaRemote work- ...Equity Capital Markets Analyst As an Analyst in our Equity Capital Markets ("ECM") team, you... ...including preparing marketing materials, reviewing and formulating financial analyses... ...presenting both internally and externally to clients, and driving day-to-day transaction...Materials
- The Investment Banking Senior Analyst at Citi in New York is an intermediate level professional supporting clients in capital raises and strategic advisory... ...financial data, prepare valuation materials, build models, and conduct market research to support live deals. The...Materials
- JPMorgan Chase & Co. in New York seeks an Analyst in the Strategic Investment Group within... ...models, perform valuations, prepare client materials, and collaborate with product and sector teams to support M&A and capital markets activities. #J-18808-Ljbffr FairygodbossMaterials
$110k
...Job Summary As an Analyst in our Equity Capital Markets ("ECM") team, you will be a key player in driving... ...including preparing marketing materials, reviewing and formulating financial... ...both internally and externally to clients, and driving day-to-day transaction...Materials$80k - $100k
Job Overview - Investment Analyst (Capital Markets) Compensation: $80,000 - $100,000/year + bonus Location... ...) in Montgomery County, PA for our client, supporting capital raising, investor... ...develop analysis, presentations, and materials for investment and investor communication...MaterialsMonday to Friday$100k - $110k
...seeking a highly motivated Portfolio Management Analyst to support its growing... ...investment strategies and marketing materials; ongoing financial modeling... ...and annual meetings with clients and consultants... ...in a new way. Experts add insights directly into each article...MaterialsFull timeWork at office$110k - $225k
...minded Investment Banking Senior Analyst or Associate to join its Debt Capital Markets (DCM) team, supporting complex debt... ...for a high-profile corporate client base. This is an opportunity to develop... ....Prepare investor marketing materials, written recommendations, valuation...MaterialsFull time- GCM Grosvenor seeks a Portfolio Management professional in New York to construct, implement and monitor customized private equity... ...investment committee meetings, test allocations, and prepare client materials while coordinating investment execution across teams. The role...Materials
- ...& Corporate Banking team in New York seeks an Analyst to support healthcare M&A, equity and debt capital markets, and related advisory services. You will assist... ...in research, modeling, and the preparation of client materials for senior bankers and prospective clients....Materials
$150k - $225k
...convergence of public and private markets. We combine the #1 global... ...of our deal flow, provide clients unique insights to maximize value and... ...clients forward.Corporate Credit Portfolio Group The Corporate Credit... ...credit research analyst with a strong skillset in credit...Full timeTemporary workPart time$130k - $135k
...Job Description Job Description OTC Markets Group Inc. Lead, Market Insights & Client Success OTC Markets Group – New York City - Full Time OTC... ...client-facing research, presentations, educational materials or thought leadership. ~ Strong Excel and...MaterialsFull timeContract workTemporary workSummer workWork at officeLocal areaRemote workFlexible hours$110k - $125k
Global Capital Markets Equity Solutions - Analyst Morgan Stanley | Posted Mar 9 Full-time New York Unknown When clients look beyond traditional equity issuance... ...structuring, market insight, and execution expertise... ...teams Prepare marketing materials, transaction...MaterialsFull timeTemporary workWork at office$120k - $150k
...Associate, Market Insights Job Code: 13562 Country: US City: New York Skill Category: Asset... ...disciplined entrepreneurship, serving clients with creative solutions and considered... ...market insights, develop client-facing materials, conduct investment research, and enhance...Materials- ...exposure across JPMC. As a Retirement Insights Associate within Asset & Wealth Management Marketing, you’ll develop and deliver... ...clear, engaging content for clients and partners. You’ll collaborate... ...content maintenance to keep materials accurate, current, and accessible...Materials
- ...across JPMC. As a Retirement Insights Associate within Asset & Wealth Management Marketing, you’ll develop and deliver thought... ...clear, engaging content for clients and partners. You’ll collaborate... ...content maintenanceto keep materials accurate, current, and accessible...Materials
$185k - $250k
...guiding the evolution of our insights function. This global role will... ...in digital strategy, marketing and insightsTrack record of driving... ...securities licenses if you are in a client facing role and/or if you are... ...information for marketing materials. Note: The above list is not...MaterialsFull timeLocal area$85k - $160k
...within the Private Wealth Management Marketing and Client Engagement Team to deepen client engagement... ...will leverage analytics and client insights to inform marketing strategies,... ...business stakeholders to develop marketing materials, and create event-generated assets such...MaterialsFull timeTemporary workPart time$94k - $125k
...advanced technology, the firm helps clients to deliver with greater... ..., the firm combines global insight with local understanding.The... ...help clients transform energy markets, modernise financial platforms... ...steps.Coordinate Client Network materials, including invitations,...MaterialsTemporary workWork at officeLocal areaFlexible hoursShift work
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