Associate Credit Analyst

Invesco • Atlanta, GA

1d • Hybrid

About The Position

The Associate Credit Research Analyst will perform fundamental credit research within multiple sectors of the US investment grade corporate bond market, with a specific focus on utilities and industrials sectors. The ideal candidate will be deeply interested in markets and investing, intellectually curious, performance-oriented, collaborative, commercial, competitive, and highly driven. The analyst is expected to become the sector expert, balancing in-depth knowledge of an expansive coverage universe with multiple other responsibilities supporting the broader success of the Invesco Fixed Income platform. The analyst will be expected to identify, assume and manage credit risks and work effectively with analyst team members, traders, portfolio managers, client relations teams, other internal colleagues as well as external partners. The analyst will be expected to contribute to the broader success of the Invesco Fixed Income platform, effectively participate in sector team presentations and be an active participant in client relations and marketing efforts. Over time, this role offers the opportunity to grow into a trusted sector specialist whose views meaningfully impact portfolio positioning, performance and client outcomes across the US investment grade platform.

Requirements

• Deep passion for financial markets and investing
• Financial & investment analysis skills including financial statement analysis and credit valuation analysis
• Decision making skills and high self-belief / conviction in investment recommendations
• Growth mindset - demonstrated intellectual curiosity, desire to learn and commitment to continuous improvement as an investor
• Effective communication, written & interpersonal skills
• Collaborative, commercial and team-focused mentality
• Extremely high personal standards and integrity
• Motivated, competitive self-starter with ability to work independently
• Bachelor’s Degree
• 2 – 5 years of buyside or sellside experience or experience in another finance and investing-related capacity

Nice To Haves

• CFA or progress towards CFA preferred

Responsibilities

• Generating well-supported investment recommendations
• Conducting in-depth fundamental investment analysis
• Developing fundamental credit opinions
• Using credit valuation analysis and sector knowledge to inform relative value views
• Assigning allocation ratings to each credit in the analyst’s coverage universe
• Tracking and communicating corporate updates across the analyst’s coverage universe
• Maintaining a constant dialogue with portfolio managers and investment colleagues across the Invesco Fixed Income platform
• Monitoring broader market and sector risks and opportunities and proactively communicating these to the fixed income platform
• Actively maintain and communicate proprietary investment ratings, sector views, investment recommendations and other risk assessments
• Identify, assume and manage credit risks
• Work effectively with analyst team members, traders, portfolio managers, client relations teams, other internal colleagues as well as external partners
• Contribute to the broader success of the Invesco Fixed Income platform
• Effectively participate in sector team presentations
• Be an active participant in client relations and marketing efforts
• Develop and articulate defensible investment recommendations, fundamental credit ratings and allocation ratings for each issuer in the analyst’s coverage universe
• Conduct deep, fundamentally driven investment research on companies within the utility and industrial sectors
• Develop and communicate issuer level, sector level and broader market relative value assessments
• Produce well researched, concise investment reports for global investment professionals
• Be the subject matter expert on relevant regulatory developments that may affect coverage universe
• Recommend changes in holdings of assigned credits and changes in investment recommendations, both at the individual credit and sector levels
• Proactively identify emerging risks, opportunities and mispricing's within coverage universe and surface insights to portfolio managers
• Communicate effectively with investment teams and investment team partners
• Contribute to sector team presentations and other platform-wide events
• Make due diligence visits and attend industry conferences as appropriate
• Ensure all activities are consistent with Invesco’s conduct principles and assigned training is completed on a timely basis
• Participate in client relations and marketing efforts

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees