Portfolio Analyst

invesco; Atlanta (GA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Flexible PTO

Hybrid work schedule

401(k) matching

Health & wellbeing benefits

Parental leave

Employee stock purchase plan

Job summary

Invesco seeks a Portfolio Analyst to analyze performance attribution, risk, and portfolio characteristics across fixed income strategies including ETFs, retail, and institutional mandates. You will collaborate with portfolio managers and stakeholders to deliver actionable insights and robust analytics.

You will build expertise in attribution methodologies and risk models, supporting enhanced tools and efficient reporting while communicating complex findings to diverse audiences.

Qualifications

• Bachelor's in Finance, Economics, Mathematics or related field; MBA preferred.
• Experience or interest in portfolio analytics, performance measurement, or investment research.
• Experience with fixed income securities and derivative instruments.
• Strong analytical, quantitative, and problem-solving skills; ability to explain complex concepts.
• Familiarity with analytics platforms such as FactSet, Bloomberg, Eagle, Barclays Point or StyleAdvisor.

Responsibilities

• Analyze and interpret performance attribution results for global fixed income portfolios.
• Evaluate portfolio, benchmark, and risk characteristics to identify performance drivers.
• Develop expertise in attribution methodologies, risk models, and fixed income strategies.
• Partner with portfolio managers, traders, and stakeholders to address analytical needs.
• Produce portfolio analytics and reporting including holdings, sector/country exposures, valuations.
• Assist in designing and implementing enhanced analytics and attribution tools.
• Support ad hoc quantitative analysis and investment-related requests.
• Maintain and support portfolio analytics platforms and improve reporting capabilities.

Skills

Analytical skills

Communication skills

Quantitative skills

Problem solving

Education

Bachelor's degree in Finance, Economics, Mathematics

MBA preferred

Tools

FactSet

Bloomberg

Eagle

Barclays Point

StyleAdvisor

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.

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

About the Role:

The Portfolio Analyst is responsible for analyzing portfolio performance, attribution, and risk metrics for a broad range of fixed income strategies, including ETFs, retail, and institutional portfolios. This role partners with investment professionals and business stakeholders to explain performance drivers, evaluate portfolio characteristics, and deliver meaningful analytical insights. The Analyst will develop expertise in fixed income attribution methodologies, risk models, and investment analytics while contributing to the enhancement of current and next-generation portfolio analysis tools. Success in this role requires strong analytical capabilities, attention to detail, and the ability to communicate complex concepts across all levels of the organization.

Responsibilities of the Role:

• Analyze and interpret performance attribution results for global fixed income portfolios, including ETFs, retail, and institutional mandates.

• Evaluate portfolio, benchmark, and risk characteristics to identify and explain key drivers of investment performance.

• Develop expertise in attribution methodologies, risk models, and fixed income investment strategies to support portfolio analysis.

• Partner with portfolio managers, traders, and business stakeholders to address analytical needs and provide actionable insights.

• Produce portfolio analytics and reporting, including holdings analysis, sector and country exposures, and valuation metrics.

• Assist in the design, development, and implementation of enhanced analytics and attribution tools and processes.

• Support ad hoc quantitative analysis and investment-related requests using analytical and technology-driven solutions.

• Maintain and support portfolio analytics and attribution platforms while participating in initiatives that improve operational efficiency and reporting capabilities.

Requirements for the Role:

• Bachelor's degree in Finance, Economics, Mathematics, or a related field; MBA preferred.

• Experience or demonstrated interest in portfolio analytics, performance measurement, investment research, or related investment management disciplines through internships, coursework, co‑op programs, or professional experience.

• Experience working with fixed income securities and derivative instruments.

• Foundational knowledge of financial markets, fixed income investments, portfolio analytics, and risk concepts, with a strong desire to continue developing expertise in investment performance and attribution analysis.

• Experience with investment analytics platforms such as FactSet, Bloomberg, Eagle, Barclays Point, StyleAdvisor, or similar tools is beneficial.

• Strong analytical, quantitative, and problem‑solving skills with the ability to communicate complex findings to diverse audiences.

• Experience in investment operations, accounting, finance, or asset management is preferred.

• Knowledge of programming and analytical tools such as VBA, R, or similar technologies is a plus.

• Progress toward, or completion of, the Chartered Financial Analyst (CFA) designation is considered an asset.

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.