Senior Client Portfolio Analyst
Core
Develops customized client and prospect materials, investment commentary, and thought leadership content to support client retention and acquisition for fundamental active Equity and Fixed Income strategies.
Role type
Senior Client Portfolio Analyst (CPA)
Builds
Bespoke collateral, marketing materials, and investment commentary for retail and institutional channels
Domain
Asset Management / Investment Management
Deliverable
product features
Required skills
Investment acumen, financial market analysis, content creation, stakeholder management, data analysis, presentation design, competitive landscape analysis
Preferred skills
Knowledge of specific investment strategies, macro-economic perspective, creative marketing thinking
Technologies
Bloomberg, Microsoft Office, Morningstar
Responsibilities
Create customized client materials reflecting market dynamics and portfolio positioning; support client meetings and roadshows with preparation and follow-up; develop thought leadership content and market insights; coordinate with investment teams to ensure material accuracy; monitor investment trends and competitive developments
Seniority
Senior, hands-on IC