MBA Value Summer Research Associate

Invesco Ltd. • Houston, TX

9d • Onsite

About The Position

Invesco’s summer research associate program provides a unique opportunity to experience the day-to-day functions of investment teams at Invesco and receive meaningful mentorship from Analysts and Portfolio Managers. This 10-week internship program is an introduction to the Equity Analyst role at Invesco. Many of our Portfolio Managers began their careers in a similar program and progressed to their current roles. The Summer Research Associate will have the opportunity to experience the various investment processes in the US Value Equity Group and learn how the teams make portfolio decisions. Typical projects may include generating potential investment ideas, performing deep fundamental research, and presenting investment recommendations. In addition, the Summer Research Associate may be asked to present on a stock or industry that they have researched. A broad exposure to Invesco is a critical component of the internship experience. The MBA Summer Research Associate will have the opportunity to network with members of various teams at organized activities planned during the summer.

Requirements

• Currently enrolled as a first-year MBA student and graduating by summer of 2028
• A demonstrated interest in investments
• Possess keen analytical skills and the ability to apply accounting, financial, and investment principles in the analysis of companies and industries.
• Must be able to gather and interpret market data.
• Can prioritize work and meet deadlines in a fast-paced work environment with little supervision.
• A self-starter with a passion for continuous learning and an interest in financial markets.
• It is imperative that the candidate is a team player who will contribute to our collegial and collaborative organization.
• Must be able to work in-person from Invesco's Houston office.

Nice To Haves

• A minimum of two years of work experience in research or analysis is preferred.
• Knowledge of the principles and procedures of investment analysis, statistics, and economics as would be acquired through completion of a Bachelor’s degree in Business, Finance or a related field is preferred.
• CFA designation, or progress toward it, is encouraged.

Responsibilities

• Use financial market databases, software and other resources to source, organize, and analyze company, industry and/or market data.
• Research and exchange information regarding business trends, company developments and the economic climate as it relates to the investment team’s current and potential holdings and investment strategies.
• Communicate analysis with the investment team.
• Perform fundamental research on assigned company and develop expertise in assigned industry coverage.
• Serve as a resource to investment teams in area of assigned expertise.
• Develop effective relationships with broker/dealer analysts and sales staff to enhance knowledge of industry and company fundamentals.
• Complete additional, special research projects.
• Attend team meetings.

Benefits

• Company networking events with other interns
• Peer Sponsor Program
• Leadership Connection series
• Virtual Lunch and Learns
• Invesco Cares volunteer events
• Complimentary coffee and snacks
• 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution

What This Job Offers

• Job Type: Full-time
• Career Level: Intern