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Invesco is seeking to identify an Equity Research Analyst (“Analyst”) who will be part of Invesco’s Discovery Growth team based in New York. This is a unique opportunity to work on a combination of smallcap, midcap and largecap funds with combined AUM of approximately $30 billion.
The Analyst’s primary responsibility will be to conduct fundamental equity research and to make a positive investment impact. Candidates should be well versed in growth-oriented equity financial modeling and market-based valuation approaches. The team is committed to providing superior long-term investment performance driven by exceptional research and security selection with a long-term fundamental focus. Overall, there is a strong focus on risk adjusted returns.
Major Responsibilities
The Analyst will generate successful long-term investment ideas through superior bottom-up, fundamental research and provide constant monitoring of relevant actions and events impacting areas of his/her primary coverage responsibility. He/she should be comfortable holding face-to-face interviews with executive management teams and thoroughly understand the markets and competitive dynamics that drive stock performance.
The Analyst will proactively develop and discuss investment recommendations with the lead portfolio manager and members of the team and demonstrate conviction and an ongoing commitment to updating and reassessing his/her view on investment theses to assure appropriateness within the team’s valuation framework. He/she will participate in regular team meetings and produce, as appropriate, written communications and updates on companies in the portfolio or for consideration in the portfolio. When deemed helpful, he/she will communicate with marketing, sales, and product specialist teams to articulate investment process and performance.
Specific Responsibilities
- Perform primary analysis of US equities across all market cap ranges.
- Conduct research based on data gathered from company filings, company management meetings, and independent research sources.
- Cover multiple industries, maintaining existing holdings and recommending new securities.
- Use multiple year projection of earnings power, free cash flow, EV/EBITDA, net asset value, earnings quality assessment, and other appropriate methods to determine per share price targets and valuations of securities under various scenarios.
- Maintain models used to process portfolio analytics and surveillance.
- Candidates should be comfortable working closely with a small team. In addition, the individual responsible for this product will have the ability to work independently and complete deliverables with minimal supervision.
Qualifications:
The Analyst will ideally have the following experience and qualifications:
- Three to five years of experience in equity research with strong analytical, interpersonal, and organizational skills.
- Possess an elevated level of proficiency in financial statement analysis, coupled with a strong background in accounting.
- Good communication skills
- The successful candidate must demonstrate a willingness to learn, pay attention to detail, and the capacity to use critical thinking to solve problems.
- Ability to multitask and adjust work priorities as necessary.
- Exposure to multiple industry sectors across market capitalization, with a focus on growth investing.
- Proficiency in computer analysis, specifically an understanding and ability to provide advanced spreadsheet analysis.
- Strong academic credentials, including a bachelor’s degree and an advanced degree highly preferred. A CFA designation or demonstrated commitment to the completion of the CFA program, is preferred.
- Willingness and ability to travel.
Source: Invesco’s Career Page
