Associate Credit Analyst
Invesco, Atlanta, GA, United States
About Invesco
As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. 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, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
What’s in it for you
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan
Job Description
The Associate Credit Research Analyst will perform fundamental credit research within multiple sectors of the US investment grade corporate bond market, with a specific focus on utilities and industrials. The analyst is expected to become the sector expert, balancing in-depth knowledge of an expansive coverage universe with multiple other responsibilities supporting the broader success of the Invesco Fixed Income platform.
Key responsibilities include generating well-supported investment recommendations, conducting in-depth fundamental investment analysis, developing fundamental credit opinions, using credit valuation analysis and sector knowledge to inform relative value views, assigning allocation ratings to each credit in the coverage universe, tracking and communicating corporate updates across the universe and maintaining a constant dialogue with portfolio managers and investment colleagues across the platform. The analyst also monitors broader market and sector risks and opportunities, proactively communicating these to the fixed income platform. The role requires an individual with a deep passion for markets and investing, a positive attitude, a team-focused & commercial mentality, extremely high standards of personal excellence & integrity, and keen attention to detail. The analyst is expected to actively maintain and communicate proprietary investment ratings, sector views, investment recommendations and other risk assessments, identify, assume and manage credit risks, work effectively with analyst team members, traders, portfolio managers, client relations teams, other internal colleagues as well as external partners. The analyst will contribute to the broader success of the Invesco Fixed Income platform, participating in sector team presentations and client relations and marketing efforts.
Over time, this role offers the opportunity to grow into a trusted sector specialist whose views meaningfully impact portfolio positioning, performance and client outcomes across the US investment grade platform.
Key Responsibilities / Duties
Develop and articulate defensible investment recommendations, fundamental credit ratings and allocation ratings for each issuer in the coverage universe.
Conduct deep, fundamentally driven investment research on companies within the utility and industrial sectors.
Develop and communicate issuer level, sector level and broader market relative value assessments.
Produce well researched, concise investment reports for global investment professionals.
Be the subject matter expert on relevant regulatory developments that may affect coverage universe.
Recommend changes in holdings of assigned credits and changes in investment recommendations, both at individual credit and sector levels.
Proactively identify emerging risks, opportunities and mispricing within coverage universe and surface insights to portfolio managers.
Communicate effectively with investment teams and partners.
Contribute to sector team presentations and other platform-wide events.
Make due diligence visits and attend industry conferences as appropriate.
Ensure all activities are consistent with Invesco’s conduct principles and assigned training is completed on a timely basis.
Participate in client relations and marketing efforts.
Skills / Other Personal Attributes Required
Deep passion for financial markets and investing.
Financial & investment analysis skills including financial statement analysis and credit valuation analysis.
Decision making skills and high self-belief / conviction in investment recommendations.
Growth mindset – demonstrated intellectual curiosity, desire to learn and commitment to continuous improvement as an investor.
Effective communication, written & interpersonal skills.
Collaborative, commercial and team-focused mentality.
Extremely high personal standards and integrity.
Motivated, competitive self-starter with ability to work independently.
Formal Education
Bachelor’s Degree.
Work Experience
2 – 5 years of buyside or sellside experience or experience in another finance and investing-related capacity.
License / Registration / Certification
CFA or progress towards CFA preferred.
Employee Information
Full time, employee, exempt, workplace model: minimum four full days each week working in an Invesco office.
Invesco’s culture of inclusivity and commitment to diversity in the workplace. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non‑discrimination in employment.
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As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. 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, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
What’s in it for you
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan
Job Description
The Associate Credit Research Analyst will perform fundamental credit research within multiple sectors of the US investment grade corporate bond market, with a specific focus on utilities and industrials. The analyst is expected to become the sector expert, balancing in-depth knowledge of an expansive coverage universe with multiple other responsibilities supporting the broader success of the Invesco Fixed Income platform.
Key responsibilities include generating well-supported investment recommendations, conducting in-depth fundamental investment analysis, developing fundamental credit opinions, using credit valuation analysis and sector knowledge to inform relative value views, assigning allocation ratings to each credit in the coverage universe, tracking and communicating corporate updates across the universe and maintaining a constant dialogue with portfolio managers and investment colleagues across the platform. The analyst also monitors broader market and sector risks and opportunities, proactively communicating these to the fixed income platform. The role requires an individual with a deep passion for markets and investing, a positive attitude, a team-focused & commercial mentality, extremely high standards of personal excellence & integrity, and keen attention to detail. The analyst is expected to actively maintain and communicate proprietary investment ratings, sector views, investment recommendations and other risk assessments, identify, assume and manage credit risks, work effectively with analyst team members, traders, portfolio managers, client relations teams, other internal colleagues as well as external partners. The analyst will contribute to the broader success of the Invesco Fixed Income platform, participating in sector team presentations and client relations and marketing efforts.
Over time, this role offers the opportunity to grow into a trusted sector specialist whose views meaningfully impact portfolio positioning, performance and client outcomes across the US investment grade platform.
Key Responsibilities / Duties
Develop and articulate defensible investment recommendations, fundamental credit ratings and allocation ratings for each issuer in the coverage universe.
Conduct deep, fundamentally driven investment research on companies within the utility and industrial sectors.
Develop and communicate issuer level, sector level and broader market relative value assessments.
Produce well researched, concise investment reports for global investment professionals.
Be the subject matter expert on relevant regulatory developments that may affect coverage universe.
Recommend changes in holdings of assigned credits and changes in investment recommendations, both at individual credit and sector levels.
Proactively identify emerging risks, opportunities and mispricing within coverage universe and surface insights to portfolio managers.
Communicate effectively with investment teams and partners.
Contribute to sector team presentations and other platform-wide events.
Make due diligence visits and attend industry conferences as appropriate.
Ensure all activities are consistent with Invesco’s conduct principles and assigned training is completed on a timely basis.
Participate in client relations and marketing efforts.
Skills / Other Personal Attributes Required
Deep passion for financial markets and investing.
Financial & investment analysis skills including financial statement analysis and credit valuation analysis.
Decision making skills and high self-belief / conviction in investment recommendations.
Growth mindset – demonstrated intellectual curiosity, desire to learn and commitment to continuous improvement as an investor.
Effective communication, written & interpersonal skills.
Collaborative, commercial and team-focused mentality.
Extremely high personal standards and integrity.
Motivated, competitive self-starter with ability to work independently.
Formal Education
Bachelor’s Degree.
Work Experience
2 – 5 years of buyside or sellside experience or experience in another finance and investing-related capacity.
License / Registration / Certification
CFA or progress towards CFA preferred.
Employee Information
Full time, employee, exempt, workplace model: minimum four full days each week working in an Invesco office.
Invesco’s culture of inclusivity and commitment to diversity in the workplace. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non‑discrimination in employment.
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