Portfolio Analyst recruitment

Invesco Perpetual is one of the UK's largest and most successful independent investment management organisations. As part of the wider Invesco family, we are part of a global organisation with over US$660 billion under management, offices in more than 20 countries and some 7000 employees around the world.

We believe in longevity and our investment team has evolved over the years to include some of the industry's leading players. Key attributes of our success include managing with conviction, maintaining focus on the long term, challenging convention rather than following it and our belief in truly active fund management.

Reporting to the Manager of Portfolio Analytics, the Portfolio Analyst is responsible for reporting portfolio analytics and attribution results for the broad range of Invesco’s global fixed income products. The position will also play a key role in the development of both current and next generation portfolio analysis solutions throughout Invesco.

Primary Duties/Responsibilities:

1.Responsible for the monthly reporting of performance attribution results. Also responsible for building a comprehensive understanding of the firm’s calculation methodologies and investment portfolios. 

2.Responsible for the monthly reporting of portfolio and benchmark characteristics (including top holdings, sector/country breakdowns, etc.). 

3.Responsible for oversight and maintenance of portfolio analytics and attribution systems. Assess the importance of any given problem, manage the flow of information surrounding the incident, and ensure that the issue is resolved.

4.Develop a comprehensive understanding of the fixed income attribution and risk models used by the Performance Measurement and Risk group.

5.Support the needs of the Performance Measurement Risk Group and the Quantitative Research Group.

6.Utilize quantitative tools and form solutions to support ad-hoc and portfolio manager’s requests.

7.Support the design, development, and implementation of new and existing analytical tools to help monitor and explain performance and characteristics of portfolios.

8.Build an in-depth knowledge of the firm’s products and business lines.

9.The role requires an individual who is confident communicating with internal and external clients across Invesco business units to assess their needs and utilize this feedback to create solutions.

Work Experience:

A minimum of two years of related investment support experience is required. Candidate must demonstrate practical understanding of portfolio characteristics and the fixed income markets in general. Previous experience in Portfolio Analytics or Performance Measurement is desirable. Experience in Operations or data analysis is a plus.

Education/Training:

A minimum of a Bachelor’s degree is required. Bachelor’s degree in Finance, Business, Engineering, or a related quantitative field is preferred. Chartered Financial Analyst (CFA) or MBA designation is desirable.

Skills:

Exceptional verbal and written communication skills are essential. Successful candidates will be able to adeptly field in-depth investment-related questions regarding a broad range of investment topics. Successful candidates will be self-starters, able to effectively operate in a team-oriented and collaborative environment, and efficiently manage their time given multiple projects and priorities. They will have strong technology skills in order to facilitate the analysis of positions and portfolio attributes. Familiarity with fixed income attribution or analytical systems is preferred. Knowledge of VBA or SQL is a plus.