EQV Analyst

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Duties:

• Contribute to a collegial atmosphere with the highest-level integrity and business ethics.
• Work closely with Portfolio Managers and Analysts to conduct bottom-up fundamental research of Asian and Latin American companies, including analyzing the strengths, weaknesses, opportunities, and threats, synthesizing insights about business quality, and evaluating stock valuations.
• Develop and maintain relationships with management teams of successful and fascinating businesses.
• Work as a generalist, generate investment insights and provide recommendations across industries and sectors based upon independent research. Industries include semiconductor, enterprise software, industrials, consumer staples, banks, E-Commerce, Communication Services, and other industries.
• Opportunity to travel for research trips and industry conferences.

Requirements:

• Must have a Bachelor's degree in Finance, Accounting, or similar field.

• Must hold CFA and/or CPA designation.

• Must have 5 years of progressive experience in Analyst positions within the Investment Management industry performing/utilizing the following:
  • Performing fundamental research on equities, including analyzing financial statements, industry structure, competitive landscape, management capital allocation, and valuation.
  • Working with portfolio managers, providing investment recommendations across all industries and sectors based on complete and accurate facts and well-reasoned opinions.
  • Working with sell side analysts.
  • Utilizing: Investment systems, including FactSet and Bloomberg; Python; and Microsoft Suite.

• Must have 3 years of experience with:
  • Working as a generalist, analyzing companies across industries and sectors to understand competitive dynamics and advantages.
  • International accounting standards, valuation of international companies, economics, and behavioral finance.
  • Analyzing Asian and/or Latin American companies and industries.

• Position may be eligible to work hybrid/remotely but is based out of and reports to Invesco offices in Austin, TX.  Must be available to travel to Austin, TX regularly for meetings and reviews with manager and project teams within 24-hours’ notice.

Apply online or email resume to: Niamh McNamee, Global Mobility Specialist, [email protected]

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. 

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.