3 days ago

Portfolio Analyst

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Analyze performance, attribution, and risk metrics for fixed income portfolios, including ETFs, retail, and institutional mandates. Partner with portfolio managers, traders, and stakeholders to explain performance drivers, evaluate portfolio and benchmark characteristics, and deliver actionable analytical insights. Develop and enhance fixed income attribution methodologies, risk models, and investment analytics tools, while supporting analytics platforms and ad hoc quantitative investment requests.

Location: Atlanta

Workplace: Onsite

Employment Type: Full time

Job Function: Product Management

Seniority: Mid level

Key Responsibilities

•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.
•Produce portfolio analytics and reporting, including holdings analysis, sector and country exposures, and valuation metrics.
•Partner with portfolio managers, traders, and business stakeholders to address analytical needs and provide actionable insights.
•Support the design, development, and implementation of enhanced analytics and attribution tools and processes.

Pay and Benefits

Perks:Paid Leave401kHealth InsuranceParental LeaveEquity

Key Requirements

•Bachelor’s degree in Finance, Economics, Mathematics, or related field (MBA preferred).
•Experience or demonstrated interest in portfolio analytics, performance measurement, investment research, or investment management via internships, coursework, co-op, 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.
•Experience with investment analytics platforms such as FactSet, Bloomberg, Eagle, Barclays Point, StyleAdvisor, or similar tools is beneficial.

Experience:Fixed incomeETFsInvestment managementPortfolio analytics

Education:Bachelor's

Skills:AnalyticalQuantitativeProblem-solvingAttention to detailCommunication

Certifications:CFA

Tech Stack:FactSetBloombergEagleBarclays PointStyleAdvisorVBAR

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

Website LinkedIn

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Invesco

3 days ago

Portfolio Analyst

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: Atlanta

Workplace: Onsite

Employment Type: Full time

Job Function: Product Management

Seniority: Mid level

Key Responsibilities

•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.
•Produce portfolio analytics and reporting, including holdings analysis, sector and country exposures, and valuation metrics.
•Partner with portfolio managers, traders, and business stakeholders to address analytical needs and provide actionable insights.
•Support the design, development, and implementation of enhanced analytics and attribution tools and processes.

Pay and Benefits

Perks:Paid Leave401kHealth InsuranceParental LeaveEquity

Key Requirements

•Bachelor’s degree in Finance, Economics, Mathematics, or related field (MBA preferred).
•Experience or demonstrated interest in portfolio analytics, performance measurement, investment research, or investment management via internships, coursework, co-op, 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.
•Experience with investment analytics platforms such as FactSet, Bloomberg, Eagle, Barclays Point, StyleAdvisor, or similar tools is beneficial.

Experience:Fixed incomeETFsInvestment managementPortfolio analytics

Education:Bachelor's

Skills:AnalyticalQuantitativeProblem-solvingAttention to detailCommunication

Certifications:CFA

Tech Stack:FactSetBloombergEagleBarclays PointStyleAdvisorVBAR

Company Brief

Invesco

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

Website LinkedIn