Portfolio Analyst

As one of the worlds 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 youre looking for challenging work intelligent colleagues and exposure across a global footprint come explore your potential at Invesco.

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:

• Bachelors 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.

Pursuant to Invescos Workplace Policy employees are expected to comply with the firms 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 others 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.

Invescos 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.