Department Summary:
The Business Strategy &Development team is a fully integrated team of Client Portfolio Managers (CPMs)and Client Portfolio Analysts (CPAs) created to support and service our fundamental active Equity and Fixed Income investment capabilities across diversified channels and regions. The team's purpose is to maximize franchise value through best-in-class investment strategy for client advocacy and partnership with portfolio management and distribution teams.
Job Purpose:
The Senior Client Portfolio Analyst (CPA) is responsible for developing and updating customized client and prospect materials, reflecting the latest market dynamics, portfolio positioning, and performance insights. This individual works closely with their respective Client Portfolio Manager(s) and supports client-facing tasks and content creation.
The Senior CPA will partner with Client Portfolio Managers to provide high-quality support during client meetings and roadshows, including pre-me...