hero

JOB BOARD

If Opportunity doesn't Knock, Build a Door....

Smaller Companies Analyst

Invesco

Invesco

IT
Oxfordshire, UK
Posted 6+ months ago

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!

Job Description

We have an outstanding benefits package which includes:

  • Company-provided healthcare

  • A competitive annual leave allowance

  • Flexible working options, including hybrid working arrangements

  • Generous pension provisions

  • Income protection

  • Health and wellness benefits

  • Volunteering days

  • Enhanced parental leave

  • Life insurance

Your Team:


This role will sit within the Global Smaller Companies team based in our Henley-on-Thames offices. The team manages a range of funds covering small and mid companies in every region. The Analyst will report into the Lead Portfolio Managaer researching companies across regions and funds.

Your Role:


As a stock researcher you will conduct due diligence on holdings and potential investment candidates. The Research coverage will focus on small and mid-cap. companies in all regions outside the US. You will have broad access to third party research, company meetings, company visits and expert networks to develop primary research and valuation models consistent with our investment process.


What we are we looking for:

  • Conduct in-depth due diligence and draft research reports on stocks for the GSC watchlist, applying our research process across sectors and geographies

  • Maintain financial models and update research as needed on existing holdings and watchlist companies

  • Attend conferences and lead company meetings as needed

  • Conduct sector-based research including value chain analysis, profit pools and competitive dynamics

  • Clearly communicate investment research consistent with the GSC investment philosophy and process to colleagues, clients and other interested parties

  • Assist with ESG integration; extracting data from Invesco’s proprietary ESG risk tool (ESGintel); providing proprietary research and analytical information to assess material risks identified on new and existing issuers in a timely fashion

  • Support Product Directors and Fund Managers in preparation for client meetings and presentations

What you can bring:

  • Proven expertise with financial modelling and investment analysis

  • Experience with Excel and data manipulation tools

  • Experience with python and large data sets

  • Practical understanding of investments and risk management

  • Experience with HOLT, Quest and/or EVA Dimensions a strong plus

  • A bachelor's degree is required / CFA would be advantageous

  • Intellectual curiosity and desire to continuously learn

  • Values and exhibits humility and honesty

  • Able and comfortable to work flexibly and independently

  • Able to demonstrate high standards of numeracy and literacy with an excellent attention to detail

  • Excellent communication skills (written and verbal)

  • Strong interpersonal skills to build and maintain relationships and professional connection

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model


At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.

If this sounds like you, we’d love to hear from you! We want all of our candidates to shine during the application and selection process, so if you need any adjustments to be made, please send an e-mail to emea-talentacquisition@invesco.com. Please include your name, the job you are interested in, and the type of adjustment you need (for example; breaks during your interview, remote interviews, additional time for assessments or other required adjustments)

Equal Opportunities:
We are an equal opportunities employer. Our mission is to welcome everyone and create inclusive teams. We celebrate difference and encourage everyone to join us, and be themselves at work.

Our commitment to the community and environmental, social and governance investing:
We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about. We are also committed to environmental, social and governance (ESG) investing. We serve our clients in this space as a trusted partner both on specific responsible investment product strategies as well as part of our commitment to deliver a superior investment experience.

Recruitment Agencies:
Invesco has an in-house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired. When we do use agencies, we have a PSL in place, so please do not contact hiring managers directly.

Regulatory:
This position may fall in-scope of one or multiple regimes/directives.