As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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.
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Job Description
Key Responsibilities / Duties
- Fundamental research analyst is required to contribute to the portfolio performance by providing an insightful recommendation in a timely manner which must align to the investment philosophy of Advantage strategy.
- Closely cover responsible holding names and provide timely and insightful recommendation.
- Seek for buy recommendation which aligns to the philosophy of Advantage strategy. Deep understanding of our investment culture as well as the investment philosophy is required.
- Communication is an integral part of this requirement. Fundamental research analyst should keep in mind that your recommendation would not reach out to the portfolio unless you can make a proper and logical communication to PM with strong passion.
- Responsible for covering assigned sectors/companies to keep up-to-date insight and knowledge.
- Write a company research report using our template that includes investment thesis, investment recommendation (Buy, Accumulate, Hold, Reduce and Sell), financial statement forecast, company earnings model, valuation, price chart and ESG/fundamental research analysis comments.
- Provide timely sector update analysis.
- Company research report should be updated at least quarterly for the holding companies. The periodical meeting with a company is mandatory for research and engagement activities.
- Maintain investment candidates list which aligns to the philosophy of Advantage strategy to provide an appropriate investment recommendation in a timely manner.
- Should support sales/marketing/client reporting activities as a team member in order to maintain and increase AUM.
- Make a contribution to strengthen the entire investment team performance.
- Communication is an integral part of our professional requirement. Do not hesitate to make any comment or push back to other colleague’s comment.
- Should help each other in a professional manner. No politics.
- Must recognize engagement activities are an integral part of the investment process.
Work Experience / Knowledge / Education / Formal Qualifications
Work Experience / Knowledge:
- Preferably approx. 10 years of experience as a research analyst
- Good analytical skill set with sufficient experience as a research analyst
- Have a deep insight from a long term perspective on a company analysis
- Professional with higher ethical standard as well as without any office politics
Formal Education:
- University graduate or higher
License / Registration / Certification:
- MBA, CFA, CMA or equivalent
Skills / Other Personal Attributes
- Must fit to our investment culture
- Respect each other
- Good communicator both in Japanese and English
Full Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
YesWorkplace Model
At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with one day working outside an Invesco office.
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 local laws governing non-discrimination in employment.
Personal data provided by job applicants will be used strictly in accordance with our personal data policy and for recruitment purposes only. Candidates not notified within twelve weeks may consider their application unsuccessful. All related information will be kept in our file for future recruitment purposes. When there are vacancies in our subsidiary or associate companies, we may transfer the application to them for consideration of employment. Under the Personal Data (Privacy) Ordinance, job applicants have a right to request access to, and to request correction of, Personal Data in relation to the application. If job applicants wish to exercise these rights, they should contact the Human Resources department.
What We Do
Invesco is an independent investment management firm delivering an investment experience designed to help people get more out of life.
