Senior Associate, Fund Analysis

2 weeks ago

London, United Kingdom Invesco Mutual Fund Full time

Senior Associate, Fund Analysis (Real Estate) page is loaded Senior Associate, Fund Analysis (Real Estate) Apply locations London, London time type Full time posted on Posted Yesterday job requisition id R-5539

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

What we are looking for:

We are searching for our next Senior Associat, Fund Analyst in our Invesco Real Estate (IRE) team based in our London office

In this role you will be working across all functions within the business. You will provide the fund management team with analysis throughout the investment lifecycle; transactions, asset management, structured finance, fund strategy and investor reporting.

Your primary function will be creating and handling investment models, ensuring they reflect business plans to provide ongoing returns forecasts, ad hoc analysis, and underwrite new acquisitions & sales. You will be part of the Fund Management team and will use your sector experience and modelling ability to help drive the strategic direction of our fund and individual investments.

You will excel in this role if you are able to optimally communicate simple conclusions from complex data, with a view to adding context by providing your own investment opinion on drivers of performance.

Among your responsibilities could be also:

  • Ownership of relevant fund model to provide fund level performance forecasts & portfolio analysis

  • Develop a full understanding of the relevant fund, its strategy, investment process and internal and external reporting requirements

  • Collaborate with local Invesco transaction teams to carry out financial analysis of new investment opportunities, and assist with acquisitions and disposals from the funds perspective

  • Run the reviews for each of the funds assets annual business plans, assisted by Invesco’s local asset managers across Europe. Drive performance forecasting and analysis such as hold/sell decision support

  • Work with the Structured Finance and Fund Accounting teams to ensure fund modelling fully reflects tax, equity/debt financing structures and other corporate and fund investment structures

  • Preparation of investment memos, fund strategy papers, and other transaction documents

You'll need to have:

  • Degree or equivalent experience ideally, in Finance, Real Estate, Math or Engineering

  • Pan-European real estate valuation / investment experience required

  • Highly skilled in underwriting and supporting transactions in Europe

  • Ability to run several parallel projects and unanticipated timelines

  • German language skills a plus

  • Strong interpersonal and communication skills including ability to explain and articulate investment performance and strategy, by using appropriate arguments.

  • Effective team worker including remotely across international offices

  • Stong numeric skills

  • Excellent software skills and high level of proficiency in Microsoft Excel including cashflow modelling experience. Knowledge of Argus Enterprise useful

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.

Welcome

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