Research Analyst, ETF & Index Investments

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 a Research Analyst ("Analyst") who will be part of Invesco’s ETF & Index Investments team based in Downers Grove. This is a unique opportunity to work on a combination of investment products with combined AUM of approximately $850 billion.

The Analyst's primary responsibility will be to conduct equity and asset class research, support multiple investment products, grow assets, and to make a positive investment impact. The team is committed to providing superior long-term investment performance driven by exceptional research and security selection. The position requires an individual with fundamental research capabilities, in addition to a collaborative and team driven mindset.

Key Responsibilities:

• Perform primary analysis of US and foreign equities, closed-end funds, and other asset classes across all market cap ranges.
• Conduct research based on data gathered from company filings, independent research sources, and third-party providers.
• Cover multiple industries, maintaining existing holdings and recommending new securities.
• Assist in the construction and oversight of assigned portfolios through internally and externally created investment models and ensure all securities are selected in accordance with the portfolio investment strategy.
• Contribute and research innovative ideas through both independent and management directed research projects as part of the portfolio construction and new product development process.
• Monitor portfolios for corporate actions and performance movement to communicate any required actions that would impact the portfolios.
• Support investment activities, including performance reporting and attribution, assisting with marketing initiatives, strategic planning, and portfolio commentary.
• Work with Portfolio Managers to provide content and thought leadership to distribution including performance, competitive analysis, valuation, and overall portfolio positioning and analysis.
• Engage with colleagues within the ETF & Index Investments business to research areas of market trends, business unit competitive positioning, as well as other ad-hoc analytical assignments including topics such as investment stewardship and corporate action management.
• Support the broader ETF & Indexed Investments business unit in special project activities and broad initiatives across the business and firm. Projects may be outside the normal scope of the day-to-day functions which allow for further development of skills and a better understanding of the business environment.
• Candidates should be comfortable working closely with a small team. In addition, the individual responsible for this product will have the ability to work independently and complete deliverables with minimal supervision.
  
  

Work Experience / Knowledge:

• 5 years industry experience/knowledge in Equity Research or a similar investment capacity
• Proficient user of Microsoft Office, Bloomberg and Factset
• Strong interest in individual equity research and analysis
• Ability to work both independently and in a team environment
• Effective communication skills with an emphasis on strong written skills
• Open minded, flexible and willing to work collaboratively
• Entrepreneurial spirit, with a focus on continuous improvement, willingness to take risks, embrace and lead change, determination to find creative solutions to problems. Strong work ethic and drive to succeed.
• Technical skills, including strong investment acumen, understanding of financial markets and economics, proficiency with Microsoft Office (Excel, particularly) and other software products (e.g. Bloomberg, Morningstar, FactSet).
  
  

Formal Education:

• Bachelor’s degree in Business, Finance, Economics or Accounting preferred or equivalent years of direct experience required.
  
  

License/Registration/Certification:

• Series 7 required within 90 days following the completion of training; Series 63 required within 90 days of obtaining Series 7 licensing; employment contingent upon licensing.
• CFA Charterholder / MBA or progress towards the CFA charter or an MBA is preferred
  
  

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.