Senior Analyst

Invesco
New York
Workplace: HybridFull timeUSD 165,000 - 175,000 annuallyFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Analytical thinking","Modeling","Communication","Presentation","Collaboration"]

Lead manager due diligence and manager underwriting for private markets and listed/leveraged credit strategies, partnering with senior investors to evaluate third-party managers. Own end-to-end analysis—from strategy assessment and risk/track record review to portfolio construction inputs—then synthesize findings into investment committee materials and client-facing investment recommendations. Support ongoing portfolio monitoring and manager relationship upkeep, including attribution and style-drift risk identification.

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FursaFursa
Invesco
Invesco
1 day ago

Senior Analyst

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Last checked: 9 hours agoStatus: Live

Job Summary

Lead manager due diligence and manager underwriting for private markets and listed/leveraged credit strategies, partnering with senior investors to evaluate third-party managers. Own end-to-end analysis—from strategy assessment and risk/track record review to portfolio construction inputs—then synthesize findings into investment committee materials and client-facing investment recommendations. Support ongoing portfolio monitoring and manager relationship upkeep, including attribution and style-drift risk identification.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Lead due diligence on external managers focused on private markets (private credit, private equity, real assets) and listed/leveraged credit strategies.
  • •Perform end-to-end manager underwriting, including strategy assessment, team review, underwriting process, portfolio construction, risk analysis, and track record evaluation.
  • •Lead meetings with General Partners (GPs) and maintain ongoing manager relationships.
  • •Synthesize findings into investment recommendations and supporting materials such as written due diligence reports, memos, and client-facing presentations.
  • •Support portfolio construction and management, including asset allocation inputs, manager selection within multi-asset portfolios, and portfolio monitoring and risk assessment.

Pay and Benefits

Salary: USD 165,000 - 175,000 annually
Equity and Bonus:Equity
Perks:Paid Leave401kHealth InsuranceParental LeaveEquity

Key Requirements

  • •Proven experience in manager research and fund due diligence, including private credit, leveraged finance, and/or broader credit investing.
  • •Experience with multi-asset or portfolio construction is a plus.
  • •Demonstrated ability to lead General Partners (GP) meetings and diligence processes independently, and translate complex analysis into clear recommendations.
  • •Strong analytical and modeling skills for performance and risk analysis.
  • •Bachelor’s degree required; advanced degree or CFA preferred.
Experience:Private creditLeveraged financeFund due diligencePortfolio constructionMulti-asset investing
Education:Bachelor's
Skills:Analytical thinkingModelingCommunicationPresentationCollaboration
Certifications:CFA

Company Brief

Invesco
Global investment management firm offering mutual funds, ETFs, retirement solutions, and institutional asset management services. Serves individual investors, financial advisors, and institutions across public and alternative markets.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Atlanta, United States
Founded: 1935
WebsiteLinkedIn