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Equity Research Analyst

Invesco

Invesco

IT
New York, NY, USA
Posted on Friday, May 17, 2024

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

Invesco is seeking to identify an Equity Research Analyst ("Analyst") who will be part of Invesco’s Global Equity team in New York. Based upon their own industry sources, discussion with company executives, company visits, interaction with other Invesco analysts, the Analyst will be responsible for alpha generation and stock recommendations. This is a unique opportunity to work on funds approximating $27 billion in assets across 3 funds implementing a bottoms up fundamental strategy.

The Analyst's primary responsibility will be to conduct fundamental research and to make a positive investment impact. Candidates should be well versed in growth-oriented equity financial modeling. The team is committed to providing superior long-term investment performance driven by exceptional research and security selection with a long-term fundamental focus. Overall, there is a strong focus on risk adjusted returns.

The Analyst will generate strong, insightful investment ideas based on independent research and will contribute ideas to portfolio decision-making within the team's disciplined investment process. He/she should be comfortable holding face-to-face interviews with executive management teams and thoroughly understand the markets and competitive dynamics that drive stock performance. The successful candidate will be able to provide a differentiated view, identify change in covered companies and sectors, and reach fact-based conclusions within a risk/reward framework.

Candidates for the position should exhibit a passion for continual learning and study of financial markets, and the ability to remain flexible and action oriented while demonstrating conviction under challenging market conditions. The Analyst must be a team player who is collaborative and accessible.

Your role:

The Analyst will generate successful long-term investment ideas through superior bottoms-up, fundamental research and provide constant monitoring of relevant actions and events impacting areas of his/her primary coverage responsibility. The successful candidate will develop unique research insights by identifying sources of data and by a relentless pursuit of value-added information and analysis, all in the service of arriving at well supported investment conclusions.

The Analyst will proactively develop and discuss investment recommendations with the lead portfolio manager and members of the team and demonstrate conviction and an ongoing commitment to updating and reassessing his/her view on investment theses to assure appropriateness within the team's valuation framework. He/she will participate in regular team meetings and produce, as appropriate, written communications and updates on companies in the portfolio or for consideration in the portfolio. When deemed helpful, he/she will communicate with marketing, sales, and product specialist teams to articulate investment process and performance.

Responsibilities include:

  • Perform primary analysis of Global equities.
  • Conduct research based on data gathered from company filings, company management meetings, and independent research sources. Create and update reports on earnings power and valuation.
  • Cover multiple industries, maintaining existing holdings and recommending new securities.
  • Use multiple year projection of earnings power, free cash flow, earnings quality assessment, and other appropriate methods to determine per share price targets and valuations of securities under various scenarios.
  • Maintain models used to convey fundamental view.
  • Candidates should be comfortable working closely with a small team. In addition, the individual responsible will have the ability to work independently and complete deliverables with minimal supervision.

Qualifications:

  • The Analyst will ideally have the following experience and qualifications:
  • Possess an elevated level of proficiency in financial statement analysis.
  • 2-3 years of experience in equity research with strong analytical, interpersonal, and organizational skills.
  • The successful candidate must demonstrate curiosity, comfort with their belief, willingness to learn, pay attention to detail, and the capacity to use critical thinking to solve problems.
  • Candidates should be inquisitive, persuasive, self-confident, and able to make decisions in an environment of uncertainty and ambiguity.
  • Exposure to multiple industry sectors across market capitalization, with a focus on core and / or growth investing.
  • Ability to synthesize data and present results using written and oral communication skills.
  • Proficiency in computer analysis, specifically an understanding and ability to provide advanced spreadsheet analysis. Strong MS Excel capability is critical.
  • History with a long-term oriented, research-intensive, buy-side or sell-side firm.
  • Strong academic credentials, including a bachelor's degree and an advanced degree highly preferred. A CFA designation or demonstrated commitment to the completion of the CFA program, is preferred.
  • Willingness and ability to travel internationally.

The salary range for this position in New York City is $155,000 - $170,000 / year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace 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.