Equities Analyst

  • TBD
  • Houston, TX, USA Houston TX US
  • Permanent, Full time
  • Invesco
  • 28 Aug 18 2018-08-28

Invesco is a leading global asset management firm with more than $987B* in assets under management. We provide our retail and institutional clients a diverse and comprehensive range of investment capabilities to help people get more out of life. Invesco is publicly traded on the

Invesco is a leading global asset management firm with more than $987B* in assets under management. We provide our retail and institutional clients a diverse and comprehensive range of investment capabilities to help people get more out of life. Invesco is publicly traded on the New York Stock Exchange (IVZ) and has about 7,000 employees in over 20 countries.
(*As of July 31, 2018)

Job Purpose (Job Summary):
Invesco is seeking to identify an Analyst who will be part of Invesco’s Mid-Cap Relative Value team based in Houston, Texas. Reporting to the lead portfolio manager, the Analyst’s primary responsibility will be to conduct fundamental bottom-up research for a mid-cap fund. Candidates should be well versed in the value investment process (preferable with an emphasis in relative value investing) and possess strong experience value-oriented equity financial modeling, including discounted cash flow, balance sheet, and market-based valuation approaches.

Key Responsibilities / Duties:

  • The Analyst will generate successful long-term investment ideas through superior bottom-up, fundamental research
  • Provide constant monitoring of relevant actions and events impacting his/her primary coverage responsibilities
  • He /she will develop unique research insights by identifying creative sources of data and by a relentless pursuit of value-added information, all in the service of arriving at well supported investment conclusions
  • Proactively develop and discuss investment recommendations with the lead portfolio manager and other senior members of the team
  • 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
  • He/she may also communicate with marketing, sales and product specialist teams to articulate investment process and performance
  • The Analyst may also participate in research based due-diligence sessions

Work Experience / Knowledge:

  • Three to seven years of experience as a value equity investor, with demonstrated alpha success
  • Exposure to multiple industry sectors/capitalizations
  • History with a long-term oriented, research-intensive, firm (buy-side experience preferred (e.g, mutual fund, insurance and/or public pension fund))
  • Proven experience in value investing process with an emphasis in relative value investment process
  • Accounting and/or balance sheet analysis experience is additive
  • The ability to conduct in-depth company analysis, develop successful investment ideas and make decisions that lead to strong performance

Skills / Other Personal Attributes Required:

  • The ability to communicate well and work effectively within an interactive investment setting
  • High personal and professional standards
  • Unassailable integrity and ethics
  • The ability to act as an individual contributor and function independently while embracing a collaborative, team-oriented environment in which ideas are shared and fully examined
  • Strong communication skills and a passion for investing—presents opinions with high conviction and well-articulated thoughts, while open to debate and feedback
  • Intellectually curious—relentless and creative in the pursuit of analysis and information, but also able to reach actionable conclusions

Formal Education: (minimum requirement to perform job duties)

  • Strong academic credentials, including a bachelor’s degree and an MBA/graduate degree preferred

License/Registration/Certification: (minimum requirement to perform job duties)

  • A CFA designation or demonstrated commitment to the completion of the CFA program is preferred

FLSA (US Only): Exempt

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.

 

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