Analyst, Global Equities

2 weeks ago


Henley on Thames, Oxfordshire, United Kingdom OppenheimerFunds Distributor, Inc Full time

Job Description

About The Company

In this role at Invesco, you will be part of the outstanding benefits package that 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:

The Henley based Global Equity team oversees client assets. They run high conviction, long-term portfolios designed to identify superior businesses with strong balance sheets run by trusted managers. The team employs a comprehensive 5 step research process on each idea considered for portfolio inclusion.

Your Role:

You will be responsible for detailed financial analysis and engagement with companies across sectors and geographies as directed by the Global Equity Fund portfolio managers.

What We Are Looking For:

  • Conduct in-depth due diligence and provide investment recommendations on stocks for the Invesco Global Equity Fund across a range of industries, regions, and market capitalizations
  • Maintain financial models and update research as needed on existing holdings and watchlist companies
  • Conduct sector-based research including value chain analysis, evaluation of profit pools, and competitive dynamics
  • Clearly communicate investment research consistent with the Global Equity Fund investment philosophy and process to colleagues, clients, and other interested parties in spoken and written form
  • Assist with ESG integration; providing proprietary research and analytical information to assess material risks identified on new and existing issuers in a timely fashion
  • Attend conferences and lead company meetings where necessary
  • Support Product Directors and Fund Managers in preparation for client meetings and presentations
  • Ensure all activities are conducted in line with Invesco's Conduct principles

What You Can Bring:

  • Experience working in a buy-side or sell-side research role
  • Experience doing company research and supporting the decision-making of Fund Managers on the Global Equity team
  • Experience reading and analyzing annual reports and other financial statements
  • Knowledge of basic accounting conventions
  • Proficiency with Excel is a must
  • Experience building proprietary financial models from company filings
  • Experience writing and presenting company research
  • Practical understanding of investments and risk management
  • Hard worker, with a clear passion for clients
  • Strong passion for investing
  • Clear desire to work in a small team environment
  • Excellent interpersonal skills, in order to build and maintain relationships and professional connections
  • Intellectual curiosity, with a clear desire to continue to learn and constantly improve
  • Excellent communication skills (written and verbal)
  • Personal values aligned with the Global Team, including humility and honesty
  • Able and comfortable to work independently while being receptive to feedback
  • Ability to perform under pressure
  • Able to demonstrate high standards of numeracy and literacy with an excellent attention to detail
  • Able to demonstrate lateral thinking and judgment
  • Educated to degree level or equivalent
  • (Working toward) CFA or other professional exams beneficial

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 organizations 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.

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


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