Junior Analyst (Financials) – US Core & Dividend
About The Position
Invesco is hiring a Junior Analyst for its Fundamental Equities team, focused on US financials and dividend investing. The role conducts fundamental research on financial-sector companies, builds and maintains financial models, evaluates companies using sector-appropriate valuation methods, and develops evidence-based investment recommendations. The analyst considers company fundamentals and broader influences such as interest rates, credit cycles, economic conditions, regulation, capital requirements, and market activity. The position also involves engaging with company management, sell-side analysts, industry experts, and other market participants, and communicating investment views with Portfolio Managers and colleagues. The successful candidate combines independent, evidence-based judgment with curiosity, flexibility, clear communication, collaboration, and integrity. The role supports the firm’s Compliance Culture and requires awareness of client, operational, reputational, legal, regulatory, and fiduciary considerations. Invesco’s workplace policy, as of October 1, 2025, requires employees to spend at least four full days each week working in an Invesco office.
Requirements
- At least 1 year of experience in a buy-side or sell-side equity research role covering the financials sector.
- 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 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.
Nice To Haves
- Bachelor’s degree preferably in finance, economics, accounting, business, or a related field.
- CFA designation or demonstrated progress toward completing the CFA program.
- MBA or another relevant graduate degree.
Responsibilities
- Conduct fundamental research on financial-sector companies, 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 form evidence-based conclusions; identify key investment-performance drivers and adjust views as facts and market conditions evolve.
- Develop and communicate investment recommendations that explain the 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 interest rates, credit cycles, economic conditions, regulation, capital requirements, and market activity may affect individual companies and the broader financials sector.
- Use relevant investment and research tools, including Bloomberg, financial research platforms, Microsoft Office, and AI-enabled research tools.
- Contribute independent, evidence-based perspectives to investment discussions and communicate clearly with Portfolio Managers and colleagues.
- Build effective relationships across the investment team and with company management, analysts, brokers, and other industry participants.
- Support the firm’s Compliance Culture and consider client, operational, reputational, legal, regulatory, and fiduciary considerations in investment decisions.
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
- Salary and incentive pay
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
