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.
- ...Advisory Models business through client-facing, analytical, and reporting work, engaging in capital markets, asset allocation, and content creation... ...be critical as you deliver market insights, portfolio analysis, and client-ready materials to internal sales partners and...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
- ...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,...Suggested
- ...York seeks a finance professional to support weekly market updates on U.S. and European bond markets for internal and external clients. The role includes assisting in pricing analysis and preparing market materials, with collaboration across BBVA-related teams in the...Materials
$90k - $125k
...for securitization and funding. The Capital Markets Analysts role spans the securitization lifecycle, modeling, investor materials, and collateral analysis within a fast-... ...Excel, SQL, and programming skills help drive insights and growth. The position reports to the Capital...Materials- ...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
$90k - $130k
...represents a sample Venture Portfolio Analyst role commonly found within the... ...against peers and market standards Collaborate with... ...analysis, and portfolio-level insights Assist with exit analysis,... ...analytics-driven roles Practice materials for KPI analysis, portfolio...MaterialsFull timeInternship$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- A leading investment banking firm is seeking a Client Coverage Analyst in New York, NY. The role involves assisting senior... ...bankers in managing client relationships, performing market research, and preparing client materials. Candidates should have a Bachelor's degree in...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- Material is seeking a Senior Manager, Global Tracking to join our team... ..., or Austin. You will lead client engagements with Fortune 500... ...growing team. You’ll partner with marketing and data science to translate... ..., advancing our insights-driven approach and client outcomes...Materials
$110k - $130k
Investment & Corporate Banking - Loan Capital Markets, Analyst The Analyst role in the Loan Capital... ...-leading platform in a fast-paced, client-focused environment, supporting the origination... ..., client presentations, transaction materials, market update materials and...Materials$120k
Cohen & Company Capital Markets ("CCM"), a division of Cohen & Company... ...to providing expertise to clients navigating challenging... ...outstanding capital markets analyst to join our growing team in New... ...teams and clients Prepare pitch materials to generate new business opportunities...MaterialsContract workPart timeImmediate start$110k
...Overview Investment Banking Analyst - Capital Markets, Financing - 2027... ...a $70+ billion loan portfolio and more than 6,100 clients. We span several lines... ..., memoranda, and other materials Develop an in depth... ...provide Capital Markets insight and deepen the product...MaterialsFull timePart timeH1bLocal area$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- ...is looking to hire a Capital Markets Analyst. This role is based in New... ...arrangement. Note: For this role the client is not able to sponsor a... ...issues, preparing client materials, and tracking market trends.... ...in a new way. Experts add insights directly into each article,...MaterialsFull timeWork at officeRemote work
- ...& 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
$100k
...Truist Intern for their Analyst Program in Asset Securitization (Capital Markets). This role involves... ...backed loans, and assisting clients in issuing asset-backed... ...with detailed industry insights and broad distribution... ...sets into actionable material, compiling information...MaterialsPermanent employmentFull timeTemporary workPart timeInternshipH1bShift workDay shift- ...Investment Advisors is seeking an Investor Relations professional in New York. The role focuses on servicing institutional clients, maintaining marketing materials, and coordinating reporting items. The ideal candidate will have a Bachelor's degree and 1-3 years of financial...Materials
$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- ...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
$120k - $150k
...countries and regions. By connecting markets East & West, Nomura services the... ...disciplined entrepreneurship, serving clients with creative solutions and... ...leadership to help produce timely market insights, develop client‑facing materials, conduct investment research, and enhance...MaterialsRelocation package$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$110k - $125k
...Stifel strives for a culture that puts its clients and associates first: a culture where... ...general supervision, the Debt Capital Markets Analyst is responsible for supporting deal... ...of ratings presentations and follow-up materials What You'll Bring The ideal candidate...MaterialsFlexible hours- ...in New York is seeking a senior VP Banker who assists clients raising funds in the capital markets and provides strategic advisory services for mergers... ...Institutional Banking. You will lead due diligence, draft materials, guide clients through equity or debt offerings, and...Materials
- ...an experienced Investment Banking Analyst to join our Equity Capital Markets, Natural Resources team, offering... ...execution including preparing marketing materials, reviewing and formulating... ...both internally and externally to clients, and driving day-to-day transaction...Materials
- The Client Relationship Marketing Associate Director for a large, Communications, Media and Technology... ...maintain rich client profiles using insights from social media, speaking engagements... ...audience strategy, briefing materials, run-of-show, measurement approach,...MaterialsFull timeLive inWork at officeLocal area
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