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Associate Credit Analyst - Global Liquidity

Company: myGwork
Location: Atlanta
Posted on: November 26, 2022

Job Description:

As one of the world's leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco. Your Role: Responsible for credit analysis of the financial condition and legal structure of current and potential holdings. This is accomplished by examining relevant financial information and, jointly with the Global Liquidity Research Committee, approving new issuers and securities for purchase by the portfolio managers in order to conform with the defined objectives of the portfolios under management. You will be responsible for:

  • Performs fundamental analysis of the financial condition and legal structure of current and potential holdings.
  • Collaborate with portfolio managers to assess securities within investment objectives and fund restrictions for the Taxable and Municipals portfolios.
  • Provides written investment recommendations for approval by the Global Liquidity Research Committee and at times for the subsequent review by
  • the Board of Trustees of the Invesco funds for inclusion on the various Approved Lists maintained by the Global Liquidity Research Department.
  • Conducts ongoing and systematic financial review of all issuers and securities on the approved lists and prepares written watch or drop recommendations.
  • Requires knowledge and skill in setting dollar, maturity, percentage, and exposure limits for fund holdings.
  • Examines and monitors specific legislative, regulatory, economic, and fiscal developments relating to securities and issuers. Is also required to be knowledgeable of legal and regulatory situations in various states and municipalities in the USA.
  • Monitors portfolio credits for noteworthy events that affect credit quality and rating changes daily.
  • Provide relative value recommendations on short-duration securities for inclusion in various ultra-short and short-duration portfolios.
  • Maintains active knowledge of SEC regulations, 2a-7 rating requirements, rating agency requirements, portfolio investment objectives, and other regulations and rules where applicable.
  • Communicates research information on current holdings to the portfolio managers, senior management, and the board of Trustees of the Invesco funds.
  • Develops relationships with rating agency analysts to better understand their ratings process with the goal of better anticipating rating changes.
  • Develops relationships with broker/dealer analytical and sales staff to keep abreast of market, credit quality, and other events impacting approved names.
  • Monitors the pricing of assigned credits in current portfolios in order to recognize and react to any potential distortions in pricing.
  • Research and study industry information to build expertise in industry specialties and creates commentary from a top-down perspective.
  • Provides intra-company support in identification, evaluation, and monitoring of counterparty credit risk. Skills / Other Personal Attributes Required:
  • A minimum of 1 - 3 years of experience in the financial services industry, specifically with emphasis on financial statement analysis, or an accounting or finance background, is required.
  • Prior experience in portfolio management or credit analysis within the investment management industry, particularly within 2a-7 money market fund environment, is preferred.
  • Knowledge of the principles and procedures of investment management analysis, statistics, and state and federal regulations
  • Bachelor's Degree, with preference for a Master's Degree, in Business, Finance, or a related field.
  • CFA/ CFA track preferred.
  • Interpersonal skills necessary to communicate effectively with a variety of individuals is required.
  • In addition, must demonstrate skills in applying quantitative, statistical, accounting, and financial principles.
  • Must also have the ability to interpret various market data and apply investment fundamentals for the appropriate analysis of funds.
  • Must show the ability to make quick decisions, establish priorities, and concentrate on detailed information, sometimes under stressful conditions
  • Must exhibit appropriate software knowledge of Bloomberg and Windows-based applications, with expertise in Excel, PowerPoint, and Word. The ability to cooperate in a team environment is critical.
  • Work hours are consistent with the hours of various financial markets, especially the short-term securities markets, which have early start times each day - typically at 7:00a.m. Eastern Time.
  • Also, the position will require working additional hours upon occasion and as needed to attend evening business events, other functions, and multiple day travel. What's in it for you? Our people are at the very core of our success, and we strive to provide employees with a competitive total rewards package which includes:
  • Flexible Vacation and Remote Work Benefits
  • 401K Matching
  • Health & Wellness Benefits
  • Parental Leave benefits FLSA (US Only): Exempt All Invesco employees are subject to Invesco's COVID-19 VACCINATION POLICY FOR EMPLOYEES, which provides that employees must be fully vaccinated against COVID-19. An exemption may be granted based on a medical contraindication or sincerely held religious belief. Fully vaccinated means that an individual has received all recommended doses of a COVID-19 vaccine that has received Emergency Use Authorization or full approval from the U.S. Food and Drug Administration (FDA) and that it has been at least two weeks since the final recommended dose. The above information on this 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. 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 U.S. state and federal laws governing non-discrimination in employment. This employer is a corporate member of
    myGwork - LGBTQ+ professionals, the business community for LGBTQ+ professionals,
    students, inclusive employers & anyone who believes in workplace equality.

Keywords: myGwork, Atlanta , Associate Credit Analyst - Global Liquidity, Professions , Atlanta, Georgia

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