Global Equities Analyst

Global Equities Analyst

Full-Time 50000 - 70000 £ / year (est.) No working from home possible
Invesco Real Estate

At a Glance

  • Tasks: Conduct financial analysis and provide investment recommendations for global equity funds.
  • Company: Join Invesco, a leading independent global investment firm with a collaborative culture.
  • Benefits: Enjoy flexible working, competitive salary, healthcare, and generous leave options.
  • Other info: Dynamic team environment with opportunities for personal and professional growth.
  • Why this job: Make an impact in the finance world while working with intelligent colleagues.
  • Qualifications: Experience in research roles and strong analytical skills required.

The predicted salary is between 50000 - 70000 £ per year.

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.

Job Description

We have an outstanding benefits package which includes:

  • Company-provided healthcare
  • A competitive annual leave allowance
  • Flexible working options, including hybrid working arrangements
  • Generous pension provisions
  • Income protection
  • Health and wellness benefits
  • Volunteering days
  • Enhanced parental leave
  • Life insurance

Your role:

You will be responsible for detailed financial analysis and engagement with companies across sectors and geographies as directed by the global equity portfolio managers, with a focus on the Global Equity Income investment strategy.

Key responsibilities:

  • Conduct in-depth due diligence, and provide investment recommendations, on stocks for the Invesco Global Equity Income Fund across a range of industries, regions and market capitalisations
  • Maintain financial models and update research as needed on existing holdings and watchlist companies
  • Conduct sector-based research including value chain analysis, evaluation of profit pools and competitive dynamics
  • Clearly communicate investment research consistent with the Global Equity Fund investment philosophy and process to colleagues, clients and other interested parties in spoken and written form
  • Assist with ESG integration; providing proprietary research and analytical information to assess material risks identified on new and existing issuers in a timely fashion
  • Attend conferences and lead company meetings where necessary
  • Support Product Directors and Fund Managers in preparation for client meetings and presentations

What you can bring:

  • Experience working in a buy-side or sell-side research role
  • Experience doing company research and supporting the decision-making of Fund Managers on the global equity team
  • Experience reading and analysing annual reports and other financial statements
  • Experience building proprietary financial models from company filings
  • Experience writing and presenting company research
  • Knowledge of basic accounting conventions
  • Proficiency with Excel is a must
  • Educated to degree level or equivalent
  • (Working toward) CFA or other professional exams beneficial
  • Practical understanding of investments and risk management
  • Hard worker, with a clear passion to perform for clients
  • Strong passion for investing
  • Clear desire to work in a small team environment
  • Excellent interpersonal skills, in order to build and maintain relationships and professional connections
  • Intellectual curiosity, with a clear desire to continue to learn and constantly improve
  • Excellent communication skills (written and verbal)
  • Personal values aligned with the global equity team, including humility and honesty
  • Able and comfortable to work independently while being receptive to feedback
  • Ability to perform under pressure
  • Able to demonstrate high standards of numeracy and literacy with an excellent attention to detail
  • Able to demonstrate lateral thinking and judgement

Disability Confident Scheme

Applicants who opt in to the Disability Confident Scheme and meet the criteria for the role will be offered an interview. We are committed to providing an inclusive recruitment process for all candidates who make an application.

Our commitment to the community and environmental, social and governance investing:

We partner with charitable organisations globally to make an impact in the communities where we live and work. Our people are encouraged to support the charities they feel most passionate about. We are also committed to environmental, social and governance (ESG) investing.

Recruitment Agencies:

Invesco has an in-house recruitment team, which focuses on sourcing great candidates directly. Invesco will not accept unsolicited resumes from agency or search firm recruiters.

Global Equities Analyst employer: Invesco Real Estate

Invesco, located in the picturesque Henley-on-Thames, Oxfordshire, is an exceptional employer that prioritises employee well-being and professional growth. With a comprehensive benefits package, including flexible working options, generous leave allowances, and a strong commitment to ESG initiatives, Invesco fosters a collaborative and inclusive work culture where employees are encouraged to thrive and make a meaningful impact in the investment world.

Invesco Real Estate

Contact Details:

Invesco Real Estate Recruitment Team

We think you need these skills to ace Global Equities Analyst

Financial Analysis
Due Diligence
Investment Recommendations
Financial Modelling
Sector-Based Research
Value Chain Analysis
Communication Skills