Role OverviewThe Client Portfolio Analyst is responsible for developing and updating customized client and prospect presentation materials, reflecting the latest market dynamics, portfolio positioning, and performance insights. This individual works closely with the Client Portfolio Manager team and supports client-facing tasks and content creation.
What You Will Do
The CPA will partner with Client Portfolio Managers to provide high-quality support during client meetings and roadshows, including pre-meeting preparation and post-meeting follow-up materials. The CPA will be tasked with producing value-added investment commentary, market insights, and thought leadership content to support client retention and acquisition efforts.
Why It Might Be a Fit
The result is a multi-faceted, dynamic, and challenging role that demands highly developed skills in communications, relationship building, business acumen, and analytics. We hire highly engaged, confident individuals who are persistently curious, will not settle for average, and continually strive to improve themselves, their work, and their environment.
Requirements
- 5-15 years of related experience in financial services
- Strong writing and communication skills
- Entrepreneurial spirit
- Technical skills, including strong investment acumen, understanding of financial markets and economics, proficiency with Bloomberg, Microsoft Office, Morningstar and other software products
- Passion for the industry and capital markets
- Highly developed communication skills, both written and verbal
- Good people and influence management skills
Benefits
- Flexible paid time off
- Hybrid work schedule
- 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan
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