Junior Analyst, III

Posted 18 Hours Ago
Be an Early Applicant
Atlanta, GA
1-3 Years Experience
Fintech
The Role
As a Junior Analyst III, you will support investment teams by reviewing trading models, executing trades, producing reports, and reconciling transactions. You will collaborate with global investment teams to ensure compliance with trading activities and manage portfolio weights and cash balances.
Summary Generated by Built In

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!

Job Description

Your Role

The Junior Analyst III position is an opportunity to work closely with investment teams. will provide critical support to all local and international Investment Professionals with regards to the global trading and portfolio management process. This role will report into the Front Office Operations (FOO) Senior Manager. This role can be located in either Atlanta, Houston or New York. 

The Front Office Operations Junior Analyst III will support one or more of the five practices of FOO which include (1) Investment Platform Management, (2) Portfolio Monitoring, (3) Trade Implementation, (4) Client and Product Lifecycle, and (5) Regulatory and Policy Implementation.

You will be responsible for:

  • Review trading models and implement equity and fixed income securities trades and monitor trade execution

  • Communicate with investment portfolio management teams, global trading team, compliance, technology, and investment services teams

  • Produce, validate, and analyze reports/information needed by front office teams across the globe

  • Reconcile, investigate, and resolve discrepancies at the transaction, position, and security level in various front office applications

  • Review and respond to any pre/post trade compliance warnings related to trading activity

  • Monitors all portfolios to ensure weights are consistent with the desired portfolio and client specific limits

  • Maintain shared investment models and portfolio model summaries including monthly processing and reporting, data verification, and scenario testing at the request of the investment team

  • Manage cash balances and currency exposures according to portfolio manager targets

The experience you bring:

  • A college degree in Finance or Economics is preferred

  • Solid understanding of various asset classes (Fixed-Income, Equity)

  • Knowledge of investment business, buy-side processes, and investment products

  • Experience in front office applications is preferred (Aladdin, CRD, Bloomberg)

  • Aptitude for rapid adaptation to new systems/software

  • Skilled in Microsoft Office applications; experience and ability to write and create macros and cohesive documentation

    Full Time / Part Time

    Full time

    Worker Type

    Employee

    Job Exempt (Yes / No)

    NoWorkplace Model

    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. 

    What’s in it for you?

     

    Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: 

    • 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

    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.

    Top Skills

    Aladdin
    Bloomberg
    Crd
    The Company
    Atlanta, Georgia
    4,700 Employees
    On-site Workplace

    What We Do

    Invesco is an independent investment management firm delivering an investment experience designed to help people get more out of life.

    Jobs at Similar Companies

    MassMutual India Logo MassMutual India

    Associate

    Big Data • Fintech • Information Technology • Insurance • Financial Services
    Hyderabad, Telangana, IND

    MyBambu Logo MyBambu

    Training, Onboarding, and Development Specialist

    Fintech • Mobile • Other • Payments • Social Impact • Financial Services • App development
    West Palm Beach, FL, USA
    120 Employees

    Bectran, Inc Logo Bectran, Inc

    UX/UI Designer

    Artificial Intelligence • Fintech • Information Technology • Machine Learning • Software • Automation
    Schaumburg, IL, USA
    51 Employees

    Similar Companies Hiring

    MyBambu Thumbnail
    Social Impact • Payments • Other • Mobile • Fintech • Financial Services • App development
    West Palm Beach, Florida
    120 Employees
    Bectran, Inc Thumbnail
    Software • Machine Learning • Information Technology • Fintech • Automation • Artificial Intelligence
    Schaumburg, IL
    51 Employees
    MassMutual India Thumbnail
    Insurance • Information Technology • Fintech • Financial Services • Big Data
    Hyderabad, Telangana

    Sign up now Access later

    Create Free Account

    Please log in or sign up to report this job.

    Create Free Account