Client Portfolio Analyst - Market Insights & Communications
Aplaro Ltd
Invesco is seeking a Client Portfolio Analyst in New York City to join the Investments, Strategy & Development team. You will develop and update customized client and prospect materials, reflecting latest market dynamics, portfolio positioning and performance insights. You will work with CPMs to provide high‑quality support during client meetings and roadshows. You will also produce investment commentary, market insights and thought leadership content to aid client retention and acquisition, #J-18808-Ljbffr Aplaro Ltd
- ..., 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... ...market dynamics, performance insights, and investment trends, while aiding...Suggested
- 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
- ...New York. This role involves engaging with clients and supporting the investment team through analytic tasks, market insights, and relationship management. Candidates must... ...acumen. The position requires effective communication and teamwork to thrive in a fast-paced environment...Suggested
- ...possibilities for our clients. By delivering the... ...for our next Client Portfolio Analyst (CPA) to join our Investments... ...the latest market dynamics, portfolio positioning... ..., and performance insights. You will work... ...developed skills in communications, relationship building...SuggestedFull timeWork at officeFlexible hours
- Goldman Sachs' M&A Capital Markets team in New York seeks a professional to support senior bankers on merger-related... ...and analyzing trading dynamics for capital markets insights. You will synthesize data into client-ready materials, interact with senior leaders, and contribute...Suggested
- ...possibilities for our clients. By delivering the... ...for our next Client Portfolio Analyst (CPA) to join our Investments... ...the latest market dynamics, portfolio positioning... ..., and performance insights. You will work... ...developed skills in communications, relationship building...Flexible hours
- ...centred creativity, and AI-driven insights, fostering a unique environment where... ...of services across healthcare communications and marketing to our clients, including top players in the pharmaceutical... ...is looking for a Client Finance Analyst to join our growing team! This mid...Work experience placementWork at officeLocal areaRemote workFlexible hours2 days per week
- Lazard Asset Management in New York seeks a motivated Portfolio Analyst to support client servicing and development of relationships, including creating marketing materials like portfolio commentaries, pitch decks and quarterly letters. You will collaborate with leadership...
$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$55k - $65k
...Description Praytell is a creative communications agency made up of strategic minds, spirited... ...from you. The Opportunity As a Client Finance Analyst, you will: Support the client... ...and wonder, especially in today's job market, so in the spirit of transparency: if...InternshipLocal areaRemote workFlexible hours$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.... ...preferred. ~ Excellent analytical, communication, and presentation skills. ~...Permanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours$110k - $125k
...Investment Banking Analyst, Equity Capital Markets Group Overview: Jefferies... ...firm and externally with clients. Position Summary:... ...maintain accurate, real-time insights on investor perspectives... ...financial, analytical, communication, and interpersonal skills...Full timePart timeLocal area- ...Insurance Commissioners (NAIC) invites applications for a Capital Markets Analyst II in our New York City Office. This full‑time hybrid... ...quantitative investment analysis, prepare reports, and support regulators with market insights. #J-18808-Ljbffr Quest Oracle CommunityFull timeWork at officeFlexible hours
$65k - $75k
...pay range: $65,000.00/yr - $75,000.00/yr The Capital Markets Analyst supports the Capital Markets Agents on facilitating... ..., term sheet negotiation, preparing quote matrices, client and third-party vendor communication, and working alongside the loan processor on processing...Contract workInternshipWork at office- ...Management is an opportunity to help clients across the globe realize... ...leader in quantitative portfolio management techniques. The team... ..., currency, and commodity markets to generate excess return,... ..., and also passionate about communicating with and working alongside clients...Full timeTemporary workPart time
- ...managing multi-asset portfolios. Leveraging proprietary... ...institutional and retail clients. With more than $500... ...to engage in capital markets, asset allocation, and... ...environment. Your clear communication skills and attention... ...market and investment insights covering macroeconomic...
- Raymond James is seeking an Equity Analyst in the United States with strong data analytics... ...building investment theses, and delivering client-focused equity reports. A background in... ...financial models, and staying updated on market developments to inform buy/hold/sell #J-...
- ...financial modeling experience, and a passion for research. You will produce industry reports, interact with clients, and help develop key market themes alongside senior analysts. The candidate should have at least 1 year in equity research, investment banking, or related data-...
- ...conduct macro, sector, and cross-asset research across global markets, including private markets and innovative technologies.... ...data analytics, building models, and generating market insights for internal and client-facing audiences. The position emphasizes Python use, AI-...
- ...looking to hire an experienced Analyst into the Equity Capital Markets team. The Analyst will... .... We provide our issuer clients (corporates, financial... ...Excellent written and verbal communication skills Demonstrated work... ..., or Finance) Business insight Societe Generale is...Work experience placementWorldwide
$110k
Investment Banking Analyst - Capital Markets, Financing - 2027 Key Details... ...and written communication skills Exceptional quantitative... ...services a $70+ billion loan portfolio and more than 6,100 clients. We span several lines... ...Capital Markets insight and deepen the product...Full timePart timeH1bLocal area- ...Search is seeking a Risk Solutions Analyst to help develop analytical... ...proprietary platform to model client circumstances, run analyses, and generate insights for clients and the business. This... ...manipulation, analytics, and communication skills. #J-18808-Ljbffr WhiteCap...
- ...managing multi-asset portfolios. Leveraging proprietary... ...institutional and retail clients. With more than $500... ...to engage in capital markets, asset allocation, and... ...environment. Your clear communication skills and attention... ...market and investment insights covering macroeconomic...
$90k - $100k
...centred creativity, and AI-driven insights, fostering a unique environment where... ...of services across healthcare communications and marketing to our clients, including top players in the pharmaceutical... ...-driven Senior Financial Analyst - AI Investments & Capex to join our...Work experience placementWork at officeLocal areaRemote work2 days per week$110k - $120k
...difference for every client, organization, and... ...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... ...the coordination and communication of account information...Permanent employmentFull timeWork at officeLocal areaRemote work- ...Corporation in New York, NY is seeking an Investment Analyst to evaluate financial data, market trends, and economic conditions to support investment... ...modelling, assess opportunities, and prepare reports for portfolio managers. Join a team that collaborates with senior...
- ...a rapidly growing $2T market and represents an enormous... ...to both existing clients and prospects in the private... ...considerations, and portfolio integration to support... ...effectively translate insights into client responses... ...information into communications with clients, prospects...
$100k - $150k
...RoleAt Equitable, we help clients secure their... ...is seeking a Senior Portfolio Analyst to join the Portfolio... ...Offshore strategiesProvide insightful performance... ...product initiativesAnalyze market developments and macro... ...Investment Specialists and Communication teams to support...Full timeContract workTemporary workLocal area2 days per week3 days per week$105k - $110k
Citizens Capital Markets & Advisory (CM &A) is currently searching... ...for an Equity Capital Markets Analyst. The ECM Analyst will be... ...with current and prospective clients within Citizen’s coverage universe... ...written and verbal communication skillsHigh level of proficiency...Work experience placementLive inWork at officeLocal areaRelocationMonday to FridayFlexible hours$100k - $120k
Our client is a leading manager of alternative investment solutions, focusing... ...investors. They seek a Valuation/Portfolio Analyst to join their Manhattan, NY office... ...terms, industry dynamics, and market pricing, and communicate insights clearlyCollaborate with internal teams...Work at officeRemote work
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