Portfolio Management Associate
Invesco is one of the world’s leading independent global investment firms, dedicated to rethinking possibilities for their clients. The Portfolio Management Associate role involves supporting index creation and management activities, ensuring client needs are met, and contributing to the growth of Invesco's systematic equities in North America.
Responsibilities
- Ensure index information is delivered in a timely manner to users of Invesco indexes, including corporate actions, factsheets, working with Research and Operations to create scalable processes
- Maintain the Invesco indexes website, ensuring Index methodology documents, performance and portfolio data are kept up to date
- Create and maintain collateral pertaining to Invesco's self-indexing capability. Proactively engage with internal and external stakeholders to develop opportunities
- Write investment proposals containing relevant quantitative analysis, market commentary, investment thesis
- Support responding to enquiries pertaining to Invesco's systematic equities capability in long-only, active extension and long-short format
- Index corporate actions and rebalances communication and responding to index enquiries
- Ensuring factsheets are accurate and on time
- Ensuring Invesco's fixed income and equity portfolio managers using Invesco indexes are kept informed about any relevant index information
- Supervising and enhancing the website
- Creating collateral relevant to the activity
- Creating systematic and indexing investment proposals, including data, graphs
- Engaging with internal and external users of Invesco indexes
Skills
- Knowledge in financial markets acquired in college classes or professional experience, ideally with experience working on indexes at an index provider
- Familiarity with data manipulation in Excel or Python
- Attention to detail and quality of work produced, be it data or text
- Keen interest in systematic investing and academic research in the field of investment management
- Communication skills as a writer for short investment pieces and presentations
- Potential to grow in the role and evolve towards senior positions
Benefits
- 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
Company Overview
Company H1B Sponsorship