Junior Analyst (Financials) – US Core & Dividend

Invesco; New York (NY); Hybrid; USD 130,000 - 180,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching up to 100% up to 6%

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco is seeking a Senior Equity Research professional in New York City to cover the financials sector. You will build models, analyze banks, insurers, and asset managers, and articulate investment theses with evidence-based insights.

This role requires 1+ years in equity research, strong financial skills, and familiarity with Bloomberg and MS Office. A CFA path or MBA is a plus in a hybrid, office-based setting.

Qualifications

• 1+ years in equity research covering financials (banks, insurers, asset managers).
• Strong financial modeling, valuation, accounting, and fundamental research.
• Ability to analyze drivers like rates, credit quality, and capitalization.
• Bachelor’s degree required; CFA or progress toward CFA preferred; MBA a plus.

Responsibilities

• Conduct rigorous fundamental research on financials companies.
• Build and maintain detailed financial models and valuations.
• Develop investment ideas with clear thesis, catalysts, and risks.
• Engage with management, sell-side analysts, and market participants.
• Evaluate macro factors and sector dynamics affecting financials.
• Utilize Bloomberg and other research tools effectively.

Skills

Financial modeling

Valuation

Fundamental research

Financial analysis

CFA progress

MS Office

Bloomberg

AI-enabled tools

Education

Bachelor’s degree in finance/economics/business

CFA designation or progress toward CFA

MBA a plus

Tools

Bloomberg

MS Office

AI-enabled research tools

Job description

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.

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

Experience & Qualifications

• 1+ years of experience in a buy-side or sell-side equity research role covering the financials sector, with experience analyzing companies such as banks, insurance companies, asset managers, capital markets firms, or other financial institutions.
• Strong financial modeling, valuation, accounting, and fundamental research capabilities.
• Ability to analyze key financial-sector drivers, including interest rates, credit quality, capital levels, margins, profitability, and regulatory considerations.
• Demonstrated interest in long-term, fundamental investing and developing differentiated investment views.
• Bachelor’s degree required, preferably in finance, economics, accounting, business, or a related field.
• CFA designation or demonstrated progress toward completing the CFA program preferred.
• MBA or other relevant graduate degree is a plus.

Key Investment & Commercial Responsibilities

• Rigorous Company Analysis: Conduct fundamental research on companies within the financials sector, including financial statement analysis, forecasting, valuation, competitive positioning, management quality, and industry dynamics.
• Financial Modeling & Valuation: Build and maintain detailed financial models and evaluate companies using appropriate valuation methodologies and sector-specific metrics.
• Fact-Based Investment Judgment: Analyze financial, industry, economic, and market information to develop evidence-based conclusions. Identify the key drivers of investment performance and adjust views as facts and market conditions evolve.Investment Idea Development: Develop and communicate investment recommendations that clearly define the investment thesis, valuation, catalysts, risk/reward, key risks, and factors that could change the investment view.
• Company & Industry Engagement: Engage with company management teams, sell-side analysts, industry experts, and other market participants to deepen research, test assumptions, and develop differentiated perspectives.
• Sector & Macro Perspective: Evaluate how factors such as interest rates, credit cycles, economic conditions, regulation, capital requirements, and market activity may affect individual companies and the broader financials sector.
• Investment Tools & Technology: Demonstrate proficiency with relevant investment and research tools, including Bloomberg, financial research platforms, Microsoft Office, and relevant AI-enabled research tools.

The Qualities We Value

• Successful investors on our Fundamental Equities team combine conviction with curiosity, challenge with collaboration, and independence with humility.
• Independent Thinking & Constructive Challenge: Develop your own point of view, question assumptions, and contribute evidence-based perspectives that strengthen investment decisions.
• Analytical Curiosity: Demonstrate intellectual curiosity and a willingness to dig deeper into companies, financial statements, industries, and market developments to understand what may be overlooked or misunderstood.
• Clear & Credible Communication: Communicate investment ideas clearly and confidently, while listening actively and contributing constructively to discussions with Portfolio Managers and colleagues.
• Sound Judgment & Intellectual Flexibility: Maintain conviction when supported by evidence while remaining willing to reassess conclusions when new information emerges.
• Collaboration & Trusted Relationships: Build effective relationships across the investment team and with company management, analysts, brokers, and other industry participants.
• Integrity & Enterprise Awareness: Understand the broader client, operational, reputational, legal, regulatory, and fiduciary considerations associated with investment decisions and consistently support the firm’s Compliance Culture.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

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.

The salary range for this position in New York City is 130,000 - 180,000 USD/year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location