Analyst, Front Office Ops

Invesco Ltd. • Atlanta, GA

7d • Hybrid

About The Position

The Junior Analyst III works closely with investment teams, providing critical support to local and international Investment Professionals in the global trading and portfolio management process. The role supports one or more of the five Front Office Operations practices: Investment Platform Management, Portfolio Monitoring, Trade Implementation, Client and Product Lifecycle, and Regulatory and Policy Implementation. The position is based in Atlanta and reports to the Front Office Operations Senior Manager.

The role includes reviewing trading models; implementing equity and fixed-income securities trades; monitoring execution; producing and analyzing information for front office teams; resolving discrepancies across front office applications; reviewing compliance warnings; monitoring portfolio weights and client limits; maintaining investment models and summaries; and managing cash balances and currency exposures according to portfolio manager targets.

Requirements

• Knowledge of the investment business, buy-side processes, and investment products.
• Solid understanding of asset classes including fixed income and equity.
• Aptitude for rapidly adapting to new systems and software.
• Skilled in Microsoft Office applications.
• Ability to write and create macros and produce cohesive documentation.

Nice To Haves

• A college degree in Finance or Economics is preferred.
• Experience with front office applications such as Aladdin, CRD, or Bloomberg is preferred.

Responsibilities

• Support one or more Front Office Operations practices: Investment Platform Management, Portfolio Monitoring, Trade Implementation, Client and Product Lifecycle, and Regulatory and Policy Implementation.
• Review trading models, implement equity and fixed-income securities trades, and monitor trade execution.
• Communicate with investment portfolio management teams, the global trading team, compliance, technology, and investment services teams.
• Produce, validate, and analyze reports and information for front office teams across the globe.
• Reconcile, investigate, and resolve discrepancies at the transaction, position, and security levels in front office applications.
• Review and respond to pre- and post-trade compliance warnings related to trading activity.
• Monitor portfolios to ensure weights are consistent with desired portfolio allocations and client-specific limits.
• Maintain shared investment models and portfolio model summaries, including monthly processing and reporting, data verification, and scenario testing at the investment team’s request.
• Manage cash balances and currency exposures according to portfolio manager targets.

Benefits

• Flexible paid time off
• Hybrid work schedule
• 401(k) matching of 100% up to the first 6%, with a discretionary supplemental contribution
• Health and wellbeing benefits
• Parental leave benefits
• Employee stock purchase plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed