Junior Analyst III supporting global trading and portfolio management at Invesco. Collaborating with investment teams and various operational functions for investment processes.
Responsibilities
The Front Office Operations Junior Analyst III will support one or more of the five practices of FOO which include (1) Investment Platform Management, (2) Portfolio Monitoring, (3) Trade Implementation, (4) Client and Product Lifecycle, and (5) Regulatory and Policy Implementation.
Review trading models and implement equity and fixed income securities trades and monitor trade execution
Communicate with investment portfolio management teams, global trading team, compliance, technology, and investment services teams
Produce, validate, and analyze reports/information needed by front office teams across the globe
Reconcile, investigate, and resolve discrepancies at the transaction, position, and security level in various front office applications
Review and respond to any pre/post trade compliance warnings related to trading activity
Monitors all portfolios to ensure weights are consistent with the desired portfolio and client specific limits
Maintain shared investment models and portfolio model summaries including monthly processing and reporting, data verification, and scenario testing at the request of the investment team
Manage cash balances and currency exposures according to portfolio manager targets
Requirements
A college degree in Finance or Economics is preferred
Solid understanding of various asset classes (Fixed-Income, Equity)
Knowledge of investment business, buy-side processes, and investment products
Experience in front office applications is preferred (Aladdin, CRD, Bloomberg)
Aptitude for rapid adaptation to new systems/software
Skilled in Microsoft Office applications; experience and ability to write and create macros and cohesive documentation
Benefits
Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
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