FOO Analyst III, Active Investing Equity

Invesco • New York City, NY

1d • Hybrid

About The Position

The Junior Analyst III position is an opportunity to work closely with investment teams. The candidate will provide critical support to all local and international Investment Professionals with regards to the global trading and portfolio management process. This role will report into the Front Office Operations NA Head of Active Investing Equity. This role will be located in New York. You will be responsible for: The Front Office Operations Junior Analyst III will support one or more of the five practices of FOO which include (1) Investment Platform Management, (2) Portfolio Monitoring, (3) Trade Implementation, (4) Client and Product Lifecycle, and (5) Regulatory and Policy Implementation.

Requirements

• A college degree in Finance or Economics is preferred
• Solid understanding of various asset classes (Fixed-Income, Equity)
• Knowledge of investment business, buy-side processes, and investment products
• Experience in front office applications is preferred (Aladdin, CRD, Bloomberg)
• Aptitude for rapid adaptation to new systems/software

Responsibilities

• Review trading models and implement equity and fixed income securities trades and monitor trade execution
• Communicate with investment portfolio management teams, global trading team, compliance, technology, and investment services teams
• Produce, validate, and analyze reports/information needed by front office teams across the globe
• Reconcile, investigate, and resolve discrepancies at the transaction, position, and security level in various front office applications
• Review and respond to any pre/post trade compliance warnings related to trading activity
• Monitors all portfolios to ensure weights are consistent with the desired portfolio and client specific limits
• Maintain shared investment models and portfolio model summaries including monthly processing and reporting, data verification, and scenario testing at the request of the investment team
• 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 & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree
• Number of Employees: 1,001-5,000 employees