Senior Associate, Fund Analysis

4 weeks ago


London, United Kingdom Invesco Full time

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.

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


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