Hybrid Analyst, Bank Loans at Invesco

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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.

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Job Description

Job Summary:

Invesco Senior Secured Management (“ISSM”) is seeking am entry level credit analyst to join its broadly syndicated bank loan team. ISSM is a $40bil private credit platform and a subsidiary of Invesco Ltd., an independent asset manager with $1.3 trillion in assets and more than 8,000 employees worldwide. The position will be located in either New York, Chicago or Denver.

Key Responsibilities / Duties:

• Work with Senior Analyst and/or Team Leader to build up knowledge of the leveraged finance and high yield bond markets. Learn to analyze investment opportunities and make investment decisions within those sectors.

• Develop credit analysis and financial modeling skills alongside senior analyst to assist in the preparation of credit proposals to include company and industry analysis, capital structure analysis, cash flow projections, evaluation of collateral adequacy, management, lead lender and sponsor quality along with a view on local restructuring regimes.

• Assist in the on-going monitoring and review of existing transactions including historical financial analysis, cash flow modeling and projections, industry analysis and assessments and review of internal and external ratings. Build and maintain quarterly financial projection models.

• Assist in providing timely updates to senior members of the team on financial results and developing credit situations.

• Assist senior analysts in making on-going buy/sell/hold decisions thru identification of relative value opportunities and when required, assisting in the workout of distressed situations.

• Periodically participate in management meetings, investor conferences and other events to develop industry and company specific knowledge.

• Develop relationships and maintain dialog with company management teams, rating agency, sell-side and fellow buy-side analysts to develop investment perspectives.

• Assist in the review senior secured loan and high yield bond documentation for new transactions and amendments

• Participate in in-depth discussions with Syndicate Desks, Sell side Analysts and Private Equity houses on primary and secondary investment opportunities.

• Build up a network of contacts within the peer group to help assess market sentiment on amendments and new deals.

• Maintain existing electronic credit files, compliance reports, collateral positions, and updated exposure reports.

Work Experience / Knowledge:

• 0-2 years’ experience

• Proficient user of Microsoft Office, Excel and Word and Bloomberg

• Basic financial modeling and financial statement analysis skills

Skills / Other Personal Attributes Required:

• Logical thinker with ability to “connect the dots”

• Ability to distil key information from wide data set.

• Aptitude for detail and a strong commitment to accuracy.

• Excellent verbal and written communication skills and effective interpersonal skills.

• Excellent quantitative and qualitative analysis and financial modeling skills

• Ability to work independently and follow through on projects

• Self-motivated, ability to quickly complete tasks upon assignment

• Organizational skills necessary to meet deadlines, prioritize projects, and multi-task

Formal Education:

• Bachelor’s Degree required

• CFA candidate helpful.

Working Conditions:

• Normal office environment with little exposure to noise, dust, and temperatures. 

• The ability to lift, carry or otherwise move objects of up to 10 pounds is also necessary. 

• Hours may include evenings or weekends.

• Occasional travel may be required.

The salary range for this position in New York is $90,0000 - $100,000. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience, and location.

Full Time / Part Time

Worker Type

Job Exempt (Yes / No)

Workplace Model

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. 

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.