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As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.
If you’re looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!
Key Responsibilities / Duties
- Fundamental research analyst is required to contribute to the portfolio performance by providing an insightful recommendation in a timely manner which must align to the investment philosophy of Advantage strategy.
- Closely cover responsible holding names and provide timely and insightful recommendation.
- Seek for buy recommendation which aligns to the philosophy of Advantage strategy. Deep understanding of our investment culture as well as the investment philosophy is required.
- Communication is an integral part of this requirement. Fundamental research analyst should keep in mind that your recommendation would not reach out to the portfolio unless you can make a proper and logical communication to PM with strong passion.
- Responsible for covering assigned sectors/companies to keep up-to-date insight and knowledge.
- Write a company research report using our template that includes investment thesis, investment recommendation (Buy, Accumulate, Hold, Reduce and Sell), financial statement forecast, company earnings model, valuation, price chart and ESG/fundamental research analysis comments.
- Provide timely sector update analysis.
- Company research report should be updated at least quarterly for the holding companies. The periodical meeting with a company is mandatory for research and engagement activities.
- Maintain investment candidates list which aligns to the philosophy of Advantage strategy to provide an appropriate investment recommendation in a timely manner.
- Should support sales/marketing/client reporting activities as a team member in order to maintain and increase AUM.
- Make a contribution to strengthen the entire investment team performance.
- Communication is an integral part of our professional requirement. Do not hesitate to make any comment or push back to other colleague’s comment.
- Should help each other in a professional manner. No politics.
- Must recognize engagement activities are an integral part of the investment process.
Work Experience / Knowledge:
- Preferably approx. 10 years of experience as a research analyst
- Good analytical skill set with sufficient experience as a research analyst
- Have a deep insight from a long term perspective on a company analysis
- Professional with higher ethical standard as well as without any office politics
Formal Education:
- University graduate or higher
- License / Registration / Certification:
- MBA, CFA, CMA or equivalent
Skills / Other Personal Attributes
- Must fit to our investment culture
- Respect each other
- Good communicator both in Japanese and English
Source: Invesco’s Career Page
