Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Portfolio Analyst: Market Insights & Materials in New York, NY vacancy
  • 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

    Aplaro Ltd

    New York, NY
    4 days ago
  •  ...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... 
    Materials
    Full time
    Work at office
    Flexible hours

    Invesco

    New York, NY
    5 days ago
  •  ...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... 
    Materials
    Flexible hours

    Aplaro Ltd

    New York, NY
    4 days ago
  • 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

    Barclays

    New York, NY
    3 days ago
  • $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... 
    Materials
    Permanent employment
    Work at office
    Local area
    Work from home
    Monday to Thursday
    Flexible hours

    Hightower Signature Wealth

    New York, NY
    5 hours ago
  •  ...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... 
    Materials
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    2 days ago
  •  ...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,... 

    J.P. Morgan

    New York, NY
    2 days ago
  • $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... 
    Materials
    Full time
    Part time
    H1b
    Local area

    Capital One National Association

    New York, NY
    2 days ago
  •  ...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

    JP Morgan Chase

    New York, NY
    6 days ago
  • $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... 
    Materials
    Full time
    Contract work
    Temporary work
    Local area
    2 days per week
    3 days per week

    Equitable Holdings

    New York, NY
    2 days ago
  • $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... 
    Materials
    Full time
    Work at office
    Work from home
    Flexible hours
    Day shift

    Bank of America

    New York, NY
    2 days ago
  • $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... 
    Materials
    Permanent employment
    Full time
    Work at office
    Local area
    Remote work

    MUFG

    New York, NY
    2 days ago
  •  ...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

    Chase

    New York, NY
    2 days ago
  • 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

    Citibank (Switzerland) AG

    New York, NY
    1 day ago
  • 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 Fairygodboss
    Materials

    Fairygodboss

    New York, NY
    18 hours ago
  • $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

    JPMorgan Chase Bank, N.A.

    New York, NY
    21 hours ago
  • $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... 
    Materials
    Monday to Friday

    Atlantic Group

    New York, NY
    2 days ago
  • $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... 
    Materials
    Full time
    Work at office

    Clarity Recruiting

    New York, NY
    2 days ago
  • $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... 
    Materials
    Full time

    Citigroup

    New York, NY
    2 days ago
  • 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

    GCM Grosvenor Inc.

    New York, NY
    1 day ago
  •  ...& 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

    Mizuho Financial Group Inc.

    New York, NY
    3 days ago
  • $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 time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    3 days ago
  • $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... 
    Materials
    Full time
    Contract work
    Temporary work
    Summer work
    Work at office
    Local area
    Remote work
    Flexible hours

    OTC Markets Group Inc

    New York, NY
    1 day ago
  • $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... 
    Materials
    Full time
    Temporary work
    Work at office

    SupportFinity™

    New York, NY
    2 days ago
  • $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

    Nomura

    New York, NY
    1 day ago
  •  ...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

    JP Morgan Chase

    New York, NY
    4 days ago
  •  ...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

    JPMorgan Chase & Co.

    New York, NY
    1 day ago
  • $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... 
    Materials
    Full time
    Local area

    Blackstone Group

    New York, NY
    5 days ago
  • $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... 
    Materials
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    5 days ago
  • $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,... 
    Materials
    Temporary work
    Work at office
    Local area
    Flexible hours
    Shift work

    Baringa

    New York, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Portfolio Analyst: Market Insights & Materials. Be the first to apply!