MBA Research Associate, Summer Internship

Main Location
Atlanta, GA, United States
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Invesco is one of the world’s leading global investment managers, entrusted with managing $1.2 trillion* in assets on behalf of clients worldwide. We are the 6th largest US retail asset manager and the 13th largest investment manager globally, and our more than 8,000 employees worldwide are dedicated to delivering an investment experience that helps people get more out of life. We are purely focused on managing a comprehensive range of active, passive and alternative investment capabilities, which we draw on to provide customized solutions aligned to client needs, our most important benchmark. (*As of May 31,2019)


Job Purpose (Job Summary):
PLEASE FOLLOW THIS LINK TO APPLY: - tinyurl.com/invescomba Invesco’s summer research associate program provides a unique opportunity to experience the day-to-day functions of an investment team at Invesco. Invesco does not have a centralized research desk. Instead, Summer Research Associates are embedded with specific teams matching their area of interest, providing an opportunity to be immersed in a specific investment style and receive meaningful mentorship from Analyst and Portfolio Managers. This internship program is an introduction to the Equity Analyst role at Invesco and the primary recruiting method for full-time hires. Many of our Portfolio Managers began their careers in a similar program and progressed to their current roles. Summer Research Associates will have the opportunity to experience firsthand the life cycle of their investment team’s investment process and how the team makes portfolio decisions. Typical projects may include generating potential investment ideas, performing deep fundamental research, and presenting investment recommendations to the team. In addition, Summer Research Associates may be asked to present to all of the equity investors on a stock or industry that they have researched. A broad exposure to Invesco is a critical component of the internship experience. Summer Research Associates have the opportunity to network with members of teams other than the one with which they are working at organized lunches and other Investments department activities planned during the summer. They also have the opportunity to learn about Invesco’s business strategies during lunch time video conference meetings with Invesco’s senior executives.


Key Responsibilities / Duties:

  • Utilize financial market databases, software and other resources to source, organize, and analyze company, industry and/or market data.
  • Research and exchange information regarding business trends, company developments and the economic climate as it relates to the investment team’s current and potential holdings and investment strategies. Communicates analysis with the investment team.
  • Perform fundamental research on the investment team’s current and/or potential holdings and communicates findings to investment team, including Portfolio Managers.
  • Develop expertise in assigned company and industry coverage. Expected to serve as a resource to investment team in area of assigned expertise.
  • Develop effective relationships with broker/dealer analysts and sales staff to maximize knowledge of industry and company fundamentals.
  • Complete additional, special research projects at the request of Portfolio Managers on the investment team.
  • Attend team meetings.

Work Experience / Knowledge:

  • A minimum of two years of work experience in research or analysis is preferred.
  • Knowledge of the principles and procedures of investment analysis, statistics, and economics as would be acquired through completion of a Bachelor’s degree in Business, Finance or a related field is preferred.

Skills / Other Personal Attributes Required:

  • Must possess keen analytical skills and have the ability to apply accounting, financial, and investment principles in the analysis of companies and industries.
  • Must be able to gather and interpret market data.
  • Must also have the ability to prioritize work, meet deadlines in a fast-paced work environment, and work with little supervision.
  • Must be able to cooperate in a team environment and work with a variety of individuals.

Formal Education: (minimum requirement to perform job duties)

  • First year MBA student with a passion for investing.

License/Registration/Certification: (minimum requirement to perform job duties)

  • CFA designation, or progress toward it, is encouraged.

Working Conditions:

  • Normal office environment with little exposure to excessive noise, dust and temperatures. May be required to push, pull, lift or otherwise move weights of up to 10 pounds.
  • Required to sit for up to 60% of the work day. May be required to participate in after-hours meetings or events. Occasional travel may also be required.

FLSA (US Only): Exempt


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.



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MBA Research Associate, Summer Internship
Invesco, Ltd.