Portfolio Analyst

Invesco Ltd. • Atlanta, GA

1d • Hybrid

About The Position

The Portfolio Analyst is responsible for analyzing portfolio performance, attribution, and risk metrics for a broad range of fixed income strategies, including ETFs, retail, and institutional portfolios. This role partners with investment professionals and business stakeholders to explain performance drivers, evaluate portfolio characteristics, and deliver meaningful analytical insights. The Analyst will develop expertise in fixed income attribution methodologies, risk models, and investment analytics while contributing to the enhancement of current and next-generation portfolio analysis tools. Success in this role requires strong analytical capabilities, attention to detail, and the ability to communicate complex concepts across all levels of the organization.

Requirements

• Bachelor's degree in Finance, Economics, Mathematics, or a related field; MBA preferred.
• Experience or demonstrated interest in portfolio analytics, performance measurement, investment research, or related investment management disciplines through internships, coursework, co-op programs, or professional experience.
• Experience working with fixed income securities and derivative instruments.
• Foundational knowledge of financial markets, fixed income investments, portfolio analytics, and risk concepts, with a strong desire to continue developing expertise in investment performance and attribution analysis.
• Strong analytical, quantitative, and problem-solving skills with the ability to communicate complex findings to diverse audiences.
• Experience in investment operations, accounting, finance, or asset management is preferred.

Nice To Haves

• Experience with investment analytics platforms such as FactSet, Bloomberg, Eagle, Barclays Point, StyleAdvisor, or similar tools is beneficial.
• Knowledge of programming and analytical tools such as VBA, R, or similar technologies is a plus.
• Progress toward, or completion of, the Chartered Financial Analyst (CFA) designation is considered an asset.

Responsibilities

• Analyze and interpret performance attribution results for global fixed income portfolios, including ETFs, retail, and institutional mandates.
• Evaluate portfolio, benchmark, and risk characteristics to identify and explain key drivers of investment performance.
• Develop expertise in attribution methodologies, risk models, and fixed income investment strategies to support portfolio analysis.
• Partner with portfolio managers, traders, and business stakeholders to address analytical needs and provide actionable insights.
• Produce portfolio analytics and reporting, including holdings analysis, sector and country exposures, and valuation metrics.
• Assist in the design, development, and implementation of enhanced analytics and attribution tools and processes.
• Support ad hoc quantitative analysis and investment-related requests using analytical and technology-driven solutions.
• Maintain and support portfolio analytics and attribution platforms while participating in initiatives that improve operational efficiency and reporting capabilities.

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