Senior Client Portfolio Analyst

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

Job Description

We have an outstanding benefits package which includes:

• Company-provided healthcare
• A competitive annual leave allowance
• Flexible working options, including hybrid working arrangements
• Generous pension provisions
• Income protection
• Health and wellness benefits
• Volunteering days
• Enhanced parental leave
• Life insurance

The Team:

The Henley based Asia & Emerging Markets Equity team manages strategies across Asia and emerging markets for institutional and retail clients globally. The team's investment approach is fundamental, valuation disciplined and long term, with a contrarian mindset and a strong culture of constructive challenge. The team sits within the Fundamental Equities platform, which brings together active equity investment teams with distinct areas of expertise, supported by shared resources and the scale of a global asset manager. The Business and Strategy Development (BSD) team supports the platform’s investment teams by connecting investment insight with client needs and partnering with Distribution, Product, Marketing and other business functions. Client Portfolio Analysts and Managers report into BSD but are embedded alongside the investment team, working closely with portfolio managers and analysts on a day to day basis.

Your Role:
As a Senior Client Portfolio Analyst, you will support the team’s Client Portfolio Managers in representing its investment strategies to clients, prospects and internal partners. You will turn market developments, portfolio positioning, performance attribution and investment research into clear, accurate and engaging client communications. Working closely with portfolio managers, analysts and business partners, you will prepare high-quality materials for meetings, roadshows, quarterly reporting and strategic business opportunities. The role offers scope to lead defined projects and processes, work independently within established guidelines and develop into a credible spokesperson for the team’s investment capabilities.

Key responsabilities:

• Build a strong understanding of the team’s investment approach, portfolios, positioning, risks, performance drivers and outlook, using portfolio and market analysis to identify clear client insights
• Prepare tailored presentations, briefing materials and follow-up content for client and prospect meetings, consultant reviews, roadshows and conferences
• Partner with Client Portfolio Managers and the investment team to produce clear, consistent investment messaging, commentary and thought leadership
• Support Distribution and coordinate with Product, Marketing, Legal and Compliance on client opportunities, timely approvals and content or process-improvement projects
  

What you can bring:

• Relevant experience in asset management, investment consulting or financial services, with practical knowledge of equity markets; exposure to Asia or emerging markets is an advantage
• Strong investment and analytical capability, including the ability to interpret portfolio data, performance attribution, market developments and company-level investment cases
• Excellent written and verbal communication skills, with a proven ability to simplify complex investment information for different audiences without losing accuracy or nuance
• Experience producing client-ready presentations, commentary and analytical materials, with close attention to detail and an appreciation of regulatory and compliance requirements
• Confidence working collaboratively with portfolio managers, Client Portfolio Managers, Distribution and cross-functional partners, while taking ownership of your own deliverables
• Strong organisational skills, intellectual curiosity and the flexibility to reprioritise as markets and business needs evolve
• An undergraduate degree, preferably in finance, economics, business or a related discipline; progress towards the CFA qualification or another relevant professional qualification is desirable
• Proficiency in Microsoft Office is required, and experience with Bloomberg, Morningstar or similar investment tools is advantageous

Disability Confident Scheme:

Applicants who opt in to the Disability Confident Scheme and meet the criteria for the role will be offered an interview. We are committed to providing an inclusive recruitment process for all candidates who make an application. By opting-in to this scheme, applicants will be disclosing that they have a disability solely for the purpose of the Disability Confident Scheme.

The Disability Confident Scheme only guarantees an interview – it does not automatically mean that applicants interviewed will gain employment with Invesco at that time.

To apply through the Disability Confident Scheme, you’ll need to firstly ensure you have applied for the role via our external careers page. Following this, you’ll need to email us at emea-talentacquisition@invesco.comconfirming your wish to opt-in, alongside your contact details and the title of the role you wish to apply for.

Full Time / Part Time

Worker Type

Job Exempt (Yes / No)

Workplace Model

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in the role's advertised office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

If this sounds like you, we’d love to hear from you! We want all of our candidates to shine during the application and selection process, so if you need any adjustments to be made, please send an e-mail to emea-talentacquisition@invesco.com. Please include your name, the job you are interested in, and the type of adjustment you need (for example; breaks during your interview, remote interviews, additional time for assessments or other required adjustments)

We promote a working environment that welcomes everyone and creates inclusive teams, celebrates difference and encourages everyone to be themselves at work.

Our commitment to the community and environmental, social and governance investing:
We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about. We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience.

Recruitment Agencies:
Invesco has an in-house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly.

Regulatory:
This position may fall in-scope of one or multiple regimes/directives.