Job Description

Invesco is one of the worlds leading global investment managers, entrusted with managing $1.2 trillion* in assets on behalf of clients worldwide. We are the 6th largest US retail asset manager and the 13th largest investment manager globally, and our more than 8,000 employees worldwide are dedicated to delivering an investment experience that helps people get more out of life. We are purely focused on managing a comprehensive range of active, passive and alternative investment capabilities, which we draw on to provide customized solutions aligned to client needs, our most important benchmark. (*As of May 31,2019)

Job Purpose (Job Summary):
As one of the worlds leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco The Department The Value Equities department is primarily located in Houston and also has a team in New York. The teams in this department implement a range of value investment strategies across different capitalization sizes for a variety of clients, including US mutual funds, sub-advised funds, offshore funds, institutional accounts and separate accounts. Your Role This internship program is an introduction to the Equity Analyst role at Invesco and the primary recruiting method for full-time hires. Many of our Portfolio Managers began their careers in a similar program and progressed to their current roles. Summer Research Associates will have the opportunity to experience firsthand the life cycle of their investment teams investment process and how the team makes portfolio decisions. Typical projects may include generating potential investment ideas, performing deep fundamental research, and presenting investment recommendations to the team. In addition, Summer Research Associates may be asked to present to all of the equity investors on a stock or industry that they have researched.

Key Responsibilities / Duties:

* Utilize 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 teams current and potential holdings and investment strategies.
* Communicates analysis with the investment team.
* Perform fundamental research on the investment teams current and/or potential holdings and communicates findings to investment team, including Portfolio Managers.
* Develop expertise in assigned company and industry coverage. Expected to serve as a resource to investment team in area of assigned expertise.
* Develop effective relationships with broker/dealer analysts and sales staff to maximize knowledge of industry and company fundamentals.
* Complete additional, special research projects at the request of Portfolio Managers on the investment team.
* Attend team meetings.

Work Experience / Knowledge:

* 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 Bachelors degree in Business, Finance or a related field is preferred.
* Must possess keen analytical skills and have 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.
* Must also have the ability to prioritize work, meet deadlines in a fast-paced work environment, and work with little supervision.
* Must be able to cooperate in a team environment and work with a variety of individuals.

Formal Education: (minimum requirement to perform job duties)

* First year MBA student with a passion for investing.
* Bachelors degree in Business, Finance or a related field is preferred.

License/Registration/Certification: (minimum requirement to perform job duties)

* CFA designation, or progress toward it, is encouraged.