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About the Role
This role involves conducting fundamental research on companies within the financials sector, developing investment recommendations, and engaging with company management and market participants. The position requires strong analytical skills and a demonstrated interest in long-term, fundamental investing.
Responsibilities
- Conduct fundamental research on companies within the financials sector, including financial statement analysis, forecasting, valuation, competitive positioning, management quality, and industry dynamics.
- Build and maintain detailed financial models and evaluate companies using appropriate valuation methodologies and sector-specific metrics.
- Analyze financial, industry, economic, and market information to develop evidence-based conclusions.
- Develop and communicate investment recommendations that clearly define the investment thesis, valuation, catalysts, risk/reward, key risks, and factors that could change the investment view.
- Engage with company management teams, sell-side analysts, industry experts, and other market participants to deepen research, test assumptions, and develop differentiated perspectives.
- Evaluate how factors such as interest rates, credit cycles, economic conditions, regulation, capital requirements, and market activity may affect individual companies and the broader financials sector.
- Demonstrate proficiency with relevant investment and research tools, including Bloomberg, financial research platforms, Microsoft Office, and relevant AI-enabled research tools.
Requirements
- 1+ years of experience in a buy-side or sell-side equity research role covering the financials sector, with experience analyzing companies such as banks, insurance companies, asset managers, capital markets firms, or other financial institutions.
- Strong financial modeling, valuation, accounting, and fundamental research capabilities.
- Ability to analyze key financial-sector drivers, including interest rates, credit quality, capital levels, margins, profitability, and regulatory considerations.
- Demonstrated interest in long-term, fundamental investing and developing differentiated investment views.
- Bachelor’s degree required, preferably in finance, economics, accounting, business, or a related field.
- CFA designation or demonstrated progress toward completing the CFA program preferred.
- MBA or other relevant graduate degree is a plus.
Skills
- Financial modeling
- Valuation
- Accounting
- Fundamental research
- Bloomberg
- Financial research platforms
- Microsoft Office
- AI-enabled research tools
Location
- New York City
Work Type
- Hybrid work schedule
- Employee
- Full time
Experience Level
- 1+ years of experience
Education Level
- Bachelor’s degree in finance, economics, accounting, business, or a related field
- CFA designation or demonstrated progress toward completing the CFA program
- MBA or other relevant graduate degree
Salary/Compensations
- 130,000 - 180,000 USD/year
Benefits
- 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
About the Company
- 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.
Equal Opportunity
- 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.