Analyst, Investment Research

Description

As an Analyst, your objective and independent research on un-registered (i.e. private) primary funds as well as secondaries and direct co-investments.

You will be responsible for evaluating investment vehicles across private market asset classes (i.e. private equity, private credit, and real assets), across markets (i.

e. US, Europe, Asia), and across investment types (primary, secondary, co-investments). The position will be located in either New York or Newport Beach.

Key Responsibilities :

• Develop clear opinions to support ratings on funds and other investment vehicles based on research that focuses on the funds’ investment team, philosophy, firm, performance, and the strategies opportunity set as well as other relevant metrics which vary by strategy.
• Conduct quantitative and qualitative analysis using that leverages our internally developed analytics platform and ranking system.
• Document meeting notes, manager memos, watchlist criteria.
• Develop expertise across all relevant asset classes covered.
• Assist with alternatives and manager research related thought leadership.

Experience / Knowledge :

• 3+ years of experience covering investment vehicles focused on private markets at a family office, investment consultant, pension, endowment, or asset manager.
• Preferably, significant experience focused on direct investment and / or co-investments as well as secondaries.
• Multi-asset experience (i.e. private equity, private credit, real assets)
• Additionally, strong preference for experience across public and private markets.
• Excellent analytical, writing, and verbal communication skills

Formal Education :

• A bachelor's degree is required.
• MBA and / or CFA preferred.

The salary range for this position in Newport Beach and New York City is $125,000 - $150,000 / year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

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.

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

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role.

It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices.

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.