Associate Specialist - Sustainable Investing

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.

Your Team

The Sustainable Investing (SI) team, part of Invesco’s Stewardship organization, is responsible for all the SI/ESG related aspects within Invesco. The team has a global presence, and the present role is part of the SI Team in Hyderabad.

Your Role

The main purpose of the Associate Specialist - SI role is to research and analyze ESG-related controversies associated with companies held across Invesco’s SFDR fund range. The person will also be responsible looking at other SI research topics like Good Governance & SFDR PAIs (Principle Adverse Impact). The person also gets involved in ESG analytical capabilities, analyze, screen and monitor portfolio and security level ESG risks and factors, vendor analysis and strategizing the ESG data integration and analytics initiatives. The role is designed to deliver and enhance superior investment experience to both internal and external stakeholders including our Fund Managers, Product Managers, Sales and Marketing and other functional partners as well as our clients.

The Experience You Bring

SI Research (70%):

• Research for the predefined ESG-related controversies associated with securities held in Invesco’s Article 6, 8 and 9 fund range

• Analyze relevant controversies and produce qualitative output to be shared with analysts and investment teams

• Research on Good Governance and PAIs (Principle Adverse Impact) aspects

• Provide recommendations for the betterment and automation of the research process

• Research issuers for any unsustainable business practices

SI Analytics (30%):

• Conduct portfolio level ESG analysis and research to assist various internal stakeholders (Investment teams etc.) and provide effective consultation on ESG risks and factors impacting the portfolio

• Build/Assist Technology in building ESG Analytics on various Internal and external platforms

• Create content/materials (presentations, reports etc.) to support the Investment teams with ESG Reviews and CIO Challenges

• Assist Investment teams in creating/reposition ESG product strategies in collaboration with product and ESG client strategy team by providing ESG data and analytical expertise to help them get market ready

• Provide recommendations on the evolving market and client needs for ESG funds reporting

• Evaluate external ESG data vendors (new or existing) in collaboration with MDS group to ensure that Invesco has access to the required ESG data sets to meet global demand

• Provide strategic recommendations and roadmap on various ESG projects/ initiatives related to data and analytical capabilities

• Effectively manage various ESG projects/ initiatives as a business owner in collaboration with other functional teams such as Technology, Legal, Risks, Compliance, and Investments

Academic requirements

• Master’s degree in finance, or related field.

• 4-6 years of experience in Capital Markets domain, preferably in Asset Management Industry

• Experience in ESG domain and knowledge of various ESG data providers/sources like MSCI, Sustainalytics, etc.

• Flair for researching independently, excellent verbal and written communication skills (Concise and content writing)

• Passing any level of CFA would be added advantage

• Strong analytical and problem-solving abilities

• Proficiency in data analysis tools, such as SQL, Excel, Python, R, and data visualization software, is typically required.

• Ability to communicate findings clearly and concisely with both technical and non-technical stakeholders. Understanding of data quality, data governance, and data security principles

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. 

Why Invesco

In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. 

We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).  

What’s in it for you? 

As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. 

Our benefit policy includes but not limited to: 

• Competitive Compensation 
• Flexible, Hybrid Work 
• 30 days’ Annual Leave + Public Holidays 
• Life Insurance 
• Retirement Planning 
• Group Personal Accident Insurance 
• Medical Insurance for Employee and Family 
• Annual Health Check-up 
• 26 weeks Maternity Leave 
• Paternal Leave 
• Adoption Leave 
• Near site Childcare Facility 
• Employee Assistance Program 
• Study Support 
• Employee Stock Purchase Plan 
• ESG Commitments and Goals 
• Business Resource Groups 
• Career Development Programs 
• Mentoring Programs 
• Invesco Cares 
• Dress for your Day 

In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. 

To know more about us 

About Invesco: https://www.invesco.com/corporate/en/home.html 

About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html 

About our D&I policy: https://www.invesco.com/corporate/en/our-commitments/diversity-and-inclusion.html 

About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html 

Apply for the role @ Invesco Careers: https://careers.invesco.com/india/