Posted:
7/6/2026, 1:59:17 AM
Location(s):
Atlanta, Georgia, United States ⋅ Georgia, United States
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
Field(s):
Business & Strategy
Workplace Type:
Hybrid
As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan
About the Role
The Portfolio Analyst is responsible for producing, interpreting, and communicating portfolio analytics and attribution for the broad range of Invesco’s fixed income products. This role analyzes the drivers of portfolio performance, supports the maintenance and enhancement of analytical systems, and partners with stakeholders across the organization to address analytical needs. The position plays an important role in developing both current and next-generation portfolio analysis solutions while supporting business-critical reporting and analysis.
Responsibilities of the Role
Responsible for the creation, interpretation, and in-depth analysis of performance attribution results for Invesco’s global fixed income products (including ETFs, retail, and institutional accounts).
Must have a basic understanding of market standard attribution models and analytical calculations and methodologies.
Build an in-depth understanding of the intricacies and management philosophy of the Invesco products assigned.
Develop a fundamental understanding of the fixed income attribution and risk models used by the Global Performance Measurement and Risk group.
Communicating with all levels of business across Invesco to assess their analytical and attribution needs and utilize this feedback to create solutions.
Assist with the identification, design, development, and implementation of new and existing analytical tools to improve the ability to explain performance attribution and characteristics of portfolios.
Will need to be able to assess the importance of any given request or problem, manage the flow of information surrounding the item, and ensure proper resolution.
Utilize quantitative tools to support ad-hoc requests.
Assist in the reporting and analysis of portfolio and benchmark characteristics (including top holdings, sector/country breakdowns, growth/valuation metrics, etc.).
Assist in the oversight and daily maintenance of portfolio analytics and attribution systems.
Support the needs of the Performance Measurement & Risk Group as well as additional analytics and attribution stakeholders across the organization (Investments, Product Management, Marketing, etc.).
Build a basic knowledge of the firm’s products and business lines.
Participate in projects to improve global efficiencies within GPMR and Invesco.
Requirements for the Role
A minimum of two years of related experience in portfolio analysis, portfolio analytics, and/or performance measurement is preferred.
Prior experience with fixed income and derivative instruments is preferred.
Prior experience in Operations, Accounting, or Finance in the securities/investment industry is preferred
Strong technology skills including the knowledge of investment analytics/attribution applications (such as FactSet, Point, Eagle, StyleAdvisor, Barra, Bloomberg, etc.) are preferred
Knowledge of FactSet, Barclay’s Point, Bloomberg Port, and Eagle a plus.
Programming skills such as VBA and R are also a plus.
The ability to contribute in a team environment is critical
Ability to conduct complex analysis and present data in a meaningful way
Must have the ability to handle multiple tasks, prioritize work, meet deadlines and concentrate on detailed information
Strong analytical skills and detail orientation
Open minded, flexible, and able to work in a fast-paced dynamic environment
Bachelor’s degree in Finance, Economics, Mathematics, or a related field. MBA is desirable.
License / Registration / Certification:
CFA, and CIPM desirable
#LI-DNI
Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.
The above information on this description 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.
Website: https://www.invesco.com/
Headquarter Location: Atlanta, Georgia, United States
Employee Count: 5001-10000
Year Founded: 1935
IPO Status: Public
Last Funding Type: Post-IPO Debt
Industries: Finance ⋅ Financial Exchanges ⋅ Financial Services ⋅ Venture Capital
Visa Sponsorship: Sponsors work visas