Senior Analyst, Investment Management

Posted 10 Days Ago
Be an Early Applicant
San Francisco, CA, USA
In-Office
90K-115K Annually
Senior level
Fintech
The Role
Partners with investment managers to oversee commercial and residential real estate investments, optimize asset performance, analyze leases and capital projects, review valuations, support acquisitions and dispositions, prepare budgets and reports, assess tenant creditworthiness, evaluate market data, coordinate lender compliance, and monitor third-party providers. The role requires periodic travel for property visits and acquisition due diligence.
Summary Generated by Built In
About Invesco

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.

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

Job Description

About Invesco Real Estate

Invesco Real Estate is a global real estate investment management business with $88.9 billion in real estate assets under management, 574 employees and 21 regional offices across the U.S., Europe and Asia (as of March 31, 2026). Invesco Real Estate was established in 1983 and today invests across the risk return spectrum, from core to opportunistic; in equity and debt; listed and direct; locally and globally. Invesco Real Estate is a business name of Invesco Advisers, Inc., an indirect, wholly owned subsidiary of Invesco Ltd. Invesco Ltd. is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. NYSE: IVZ; http://www.invesco.com/realestate.

About Invesco Ltd.

Invesco Ltd. (Ticker NYSE: IVZ) is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our distinctive investment teams deliver a comprehensive range of active, passive, and alternative investment capabilities. With offices in more than 20 countries, Invesco managed US$2.4 trillion in assets on behalf of clients worldwide as of June 30, 2026.

About the Role:

The Senior Analyst partners with Investment Managers in the management and oversight of various commercial and residential real estate investments, with the overall goal of optimizing asset performance and values. The Senior Analyst plays an integral role in developing and executing property specific strategies, analyzing major leasing decisions and how they impact value, performing major feasibility studies and evaluating property level performance against relevant industry benchmarks.  In addition, the role is responsible for providing support and analysis for the preparation of the quarterly and annual property reports and budgets for a portfolio of assets.
 

Responsibilities of the Role:

  • Work with Investment Manager to create property level operational strategies and analyze major leases, capital projects or other investment factors impacting asset value.

  • Assist in the review of valuation models (Argus and Excel) and take part in the acquisition and disposition process, overseeing the flow of due diligence information for select investments as needed.

  • Prepare financial analysis to track historic portfolio and property level results in comparison to industry benchmarks.

  • Coordinate the development of Annual Business Plans and Quarterly reports by assisting in the preparation of property operating and capital budgets and reviewing and approving on-going financial variance reporting.   

  • Communicate with third party property management and leasing personnel as well as insurance and real estate tax consultants and other third-party providers as needed.

  • Review lease submittal packages, evaluate prospective tenant businesses and credit worthiness, and perform other lease related financial analysis as needed.

  • Collect, analyze and synthesize relevant market reports and other lease or transaction related data.  

  • Help facilitate lender compliance with asset specific requirements such as obtaining approvals for lease agreements or significant capital expenditure projects and coordinating the release of escrow accounts.

  • Support enforcement of internal audit requirements with third party providers and further ensure that such firms are conducting business in accordance with property management agreements.

  • Some travel will be required for periodic asset management-related property visits and select acquisition due diligence. 

Requirements for the Role:

  • Four year or equivalent undergraduate degree in Business or related field. Post graduate education a plus.  A commitment to continued education in real estate will be encouraged.

  • 1 - 3 years of experience in the commercial and/or multi-family real estate industry (or business related activity) is required.

  • Property level experience is a plus.

  • Effective interpersonal, communication (verbal and written) and listening skills.

  • Strong computer literacy; experience with AI, Argus, VTS, RealPage, Microsoft Excel and Word, and PowerPoint is a plus.

  • Ability to understand and interpret present value concepts and financial terminology.

  • Analytical problem solving skills capable to undertake detailed analyses and make well-reasoned, decisive recommendations.

  • Demonstrated prioritization, organization and time management skills necessary to balance competing deadlines.

  • Desire to multi-task in a complex, high-volume environment and competency to work with all levels of management and personnel on critical projects.

The total compensation offered for this position, which includes salary and incentive pay, will vary based on skills, experience and location. The salary range for this position in San Francisco is $90,000 to $115,000 annually.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

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 an Invesco 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.

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.

Skills Required

  • Four-year undergraduate degree or equivalent in Business or a related field
  • 1–3 years of experience in commercial and/or multifamily real estate or related business activity
  • Effective verbal and written communication, interpersonal, and listening skills
  • Strong computer literacy
  • Ability to understand and interpret present value concepts and financial terminology
  • Analytical problem-solving skills and ability to make well-reasoned recommendations
  • Prior property-level experience
  • Experience with AI, Argus, VTS, RealPage, Microsoft Excel, Word, and PowerPoint
  • Prior postgraduate education
  • Prioritization, organization, and time-management skills
  • Ability to manage competing deadlines and multitask in a complex, high-volume environment
  • Ability to work with all levels of management and personnel on critical projects

Invesco Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Invesco and has not been reviewed or approved by Invesco.

  • Retirement Support Retirement programs emphasize a strong 401(k) design with immediate eligibility and match vesting, alongside references to employer contributions that support long-term savings. Materials position retirement offerings as a core element of a comprehensive total-rewards package.
  • Parental & Family Support Parental leave is positioned as a robust offering in the U.S. and EMEA, with detailed paid-leave durations previously disclosed and an emphasis on inclusive, gender-neutral policies. Company information indicates broad parental-leave availability as part of total rewards, subject to local specifics.
  • Leave & Time Off Breadth Paid time off and holidays are highlighted as meaningful components of the package, with flexibility noted in some areas. Feedback suggests certain U.S. exempt roles use flexible or “unlimited” PTO approaches that enhance practical time-off access.

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The Company
HQ: Atlanta, Georgia
4,700 Employees

What We Do

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

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