Investment Research Analyst, UIT

Confidential Company  •  IL

Less than 5 years experience  •  Business Services

Salary depends on experience
Posted on 07/28/17
Confidential Company
Less than 5 years experience
Business Services
Salary depends on experience
Posted on 07/28/17

Job Summary:
The Investment Research Analyst is responsible for conducting fundamental credit analysis for portfolio acquisition and ongoing surveillance within assigned sectors; developing specific buy, sell and hold investment recommendations.

Key Responsibilities:

  • Work with Director of Investment Research and/or Senior Investment Research Manager to make daily investment decisions with buy, sell and hold investment recommendations, which influence the short- and long-term success of the Unit Trust Division
  • Work closely with the Unit Trust Portfolio & Inventory management team in fixed-income portfolioconstruction providing relative value investment research for fixed-income Unit Trusts
  • Provide written and oral communication of credit opinions to Director of Investment Research, Senior Investment Research Manager and Unit Trust Portfolio & Inventory management team on a daily basis
  • Conduct credit research and manage credit risk for assigned credits maintaining product integrity and protecting the Invesco Unit Trust brand
  • Manage surveillance of assigned fixed-income assets throughout the life of the Unit Trusts
  • Continuously seeking to improve investment research and surveillance processes for multiple asset classes
  • Collaborate with other Invesco Investment teams and Unit Trust teams including EquityInvestments, Product Strategy, Operations, Marketing, Legal and Compliance
  • Enhance sales by creating value added investment research including Thought Leadership pieces
  • Interface with investment research support and participate in key industry conferences/ organizations keeping abreast of current research trends




Work Experience:

  • 2+ years directly related work experience in Fixed-Income Credit Analysis and/or the Investment Management Industry
  • Knowledge of municipal and corporate credit analysis preferred

Skills Required:

  • Team player
  • Good communication skills
  • Open minded, flexible and willing to listen for other people’s opinions
  • Interpersonal skills necessary to effectively communicate over the phone with a variety of individuals at all technical levels are required

Formal Education: 

  • Bachelor’s degree in Finance or Business-related degreerequired
  • MBA and/or CFA desirable


  • Series 7 required within 90 days following the completion of training; Series 63 required within 90 days of obtaining Series 7 licensing; employment contingent upon licensing

Working Conditions:

  • Normal office environment with little exposure to noise, dust and temperatures
  • Normally works a regular schedule of hours, however hours may vary depending upon the project or assignment
  • Hours may include evenings and/or weekends and may include 24 hour a day on call support by pager and/or cell phone

FLSA (US Only): Exempt


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