Associate Credit Analyst - Global Liquidity
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.
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Responsible for fundamental credit analysis of current and potential holdings and, jointly with the Global Liquidity Research Committee, approving new issuers and securities for purchase by the portfolio managers.
You will be responsible for:
Perform fundamental analysis of the financial condition and legal structure of current and potential holdings.
Communicate research information on current holdings to portfolio managers, senior management, and the Board of Trustees of the Invesco funds.
Present investment recommendations for approval by the Global Liquidity Research Committee.
Collaborate with portfolio managers to assess securities within investment objectives and fund restrictions.
Examine and monitor legislative, regulatory, and economic developments relating to securities and issuers. Is also required to be knowledgeable of legal and regulatory situations in various states and municipalities in the USA.
Monitor portfolio credits for noteworthy events that may impact credit quality and credit ratings.
Provide relative value recommendations on short-duration securities for inclusion in various ultra-short and short-duration portfolios.
Maintain active knowledge of SEC regulations, 2a-7 rating requirements, rating agency requirements, portfolio investment objectives, and other regulations and rules where applicable.
Develop relationships with rating agency analysts and broker/dealer analytical and sales staff.
Skills / Other Personal Attributes Required:
A minimum of 1 - 3 years of experience in the financial services industry, specifically with emphasis on financial statement analysis, or an accounting or finance background, is required.
Prior experience in portfolio management or credit analysis within the investment management industry, particularly within 2a-7 money market fund environment, is preferred.
Knowledge of the principles and procedures of investment management analysis, statistics, and state and federal regulations
Bachelor’s Degree, with preference for a master’s degree, in Business, Finance, or a related field.
CFA/ CFA track preferred.
Interpersonal skills necessary to communicate effectively with a variety of individuals is required.
In addition, must demonstrate skills in applying quantitative, statistical, accounting, and financial principles.
Must also have the ability to interpret various market data and apply investment fundamentals for the appropriate analysis of funds.
Must show the ability to make quick decisions, establish priorities, and concentrate on detailed information, sometimes under stressful conditions
Must exhibit appropriate software knowledge of Bloomberg and Windows-based applications, with expertise in Excel, PowerPoint, and Word. The ability to cooperate in a team environment is critical.
Full Time / Part TimeFull time
Job Exempt (Yes / No)Yes
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 time off and opportunities for a flexible work schedule
401(K) matching of 100% up to the first 6% with additional 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.