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# Junior Analyst (Financials) - US Core & Dividend

- **Company:** Invesco
- **Location:** New York, NY, United States
- **Experience:** Starter
- **Salary:** $130,000 - $180,000
- **Contract:** Permanent contract
- **Skills:** Artificial Intelligence, Microsoft Office, Software Tools
- **Published:** November 7, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=3a190cd01125f8ce

## About the Role

* 1+ years of experience in a buy-side or sell-side equity research role covering the financials sector, with experience analyzing companies such as banks, insurance companies, asset managers, capital markets firms, or other financial institutions.
 * Strong financial modeling, valuation, accounting, and fundamental research capabilities.
 * Ability to analyze key financial-sector drivers, including interest rates, credit quality, capital levels, margins, profitability, and regulatory considerations.
 * Demonstrated interest in long-term, fundamental investing and developing differentiated investment views.
 * Bachelor's degree required, preferably in finance, economics, accounting, business, or a related field.
 * CFA designation or demonstrated progress toward completing the CFA program preferred.
 * MBA or other relevant graduate degree is a plus.

## Description

* Rigorous Company Analysis: Conduct fundamental research on companies within the financials sector, including financial statement analysis, forecasting, valuation, competitive positioning, management quality, and industry dynamics.
 * Financial Modeling & Valuation: Build and maintain detailed financial models and evaluate companies using appropriate valuation methodologies and sector-specific metrics.
 * Fact-Based Investment Judgment: Analyze financial, industry, economic, and market information to develop evidence-based conclusions. Identify the key drivers of investment performance and adjust views as facts and market conditions evolve.
 * Investment Idea Development: Develop and communicate investment recommendations that clearly define the investment thesis, valuation, catalysts, risk/reward, key risks, and factors that could change the investment view.
 * Company & Industry Engagement: Engage with company management teams, sell-side analysts, industry experts, and other market participants to deepen research, test assumptions, and develop differentiated perspectives.
 * Sector & Macro Perspective: Evaluate how factors such as interest rates, credit cycles, economic conditions, regulation, capital requirements, and market activity may affect individual companies and the broader financials sector.
 * Investment Tools & Technology: Demonstrate proficiency with relevant investment and research tools, including Bloomberg, financial research platforms, Microsoft Office, and relevant AI-enabled research tools.

The Qualities We Value

 * Successful investors on our Fundamental Equities team combine conviction with curiosity, challenge with collaboration, and independence with humility.
 * Independent Thinking & Constructive Challenge: Develop your own point of view, question assumptions, and contribute evidence-based perspectives that strengthen investment decisions.
 * Analytical Curiosity: Demonstrate intellectual curiosity and a willingness to dig deeper into companies, financial statements, industries, and market developments to understand what may be overlooked or misunderstood.
 * Clear & Credible Communication: Communicate investment ideas clearly and confidently, while listening actively and contributing constructively to discussions with Portfolio Managers and colleagues.
 * Sound Judgment & Intellectual Flexibility: Maintain conviction when supported by evidence while remaining willing to reassess conclusions when new information emerges.
 * Collaboration & Trusted Relationships: Build effective relationships across the investment team and with company management, analysts, brokers, and other industry participants.
 * Integrity & Enterprise Awareness: Understand the broader client, operational, reputational, legal, regulatory, and fiduciary considerations associated with investment decisions and consistently support the firm's Compliance Culture., 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.