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Your Summer at-a-glance:
Invesco’s Summer Equity Investment Analyst program provides a unique opportunity to experience the day-to-day functions of a fundamental focused investment team at Invesco Canada.
Invesco’s Summer Equity Investment Analyst program provides a unique opportunity to experience the day-to-day functions of a fundamental focused investment team at Invesco Canada.
Team Overview:
We are a long-only mutual fund manager located in Toronto. The team manages several concentrated equity mandates and focuses on global and Canadian equities greater than $1bn in market cap. The mandates are supported by an in-depth fundamental research process that assesses business quality, management capabilities and valuation.
Your Opportunity:
The Summer Equity Investment Analyst 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 investment ideas, performing deep fundamental research, meeting management teams, and presenting investment recommendations to the team.
The summer analyst will also learn how to build and communicate a concise investment thesis in the context of non-perfect information. The summer analyst may also be asked to present to the investment team a stock or industry that they have researched.
Throughout the summer you will benefit from working with our Toronto team to learn how to:
Research and analyze businesses/industries via public disclosures (i.e. 10-k, earnings/conference transcripts), sell-side research, expert networks and industry resources
Build three statement financial and discounted cash flow models
Collaborate with portfolio managers on research projects
Write concise investment reports summarizing key insights, opinions and recommendations/conclusions
Debate opinions and recommendations with the investment team
Utilize financial market databases, software and other resources to source, organize and analyze company, industry and/or market data
Potential to interact/interview public company management teams
Research and exchange information via weekly team meetings regarding broader industry trends, company developments, investment philosophy/process and the economic climate
Complete additional, special research projects at the request of Portfolio Managers on the investment team
Application Eligibility:
Current undergraduate student (2024 or 2025 scheduled graduation) in Business (Commerce), Finance, Accounting, Math, Engineering, Economics, Science, or Technology
A clearly defined interest in business and investing
Strong quantitative skills and a keen eye for attention to detail
Strong written and verbal communication skills
Exceptional work ethic, resourcefulness and the ability to work autonomously
Working knowledge of Microsoft Office (Excel, PowerPoint etc.)
Demonstrated ability to quickly adapt to new situations
High professional standards including a strong sense of personal integrity and teamwork
Independent thinker and proven ability to make decisions
Proven record of outstanding achievement in academic and extracurricular activities
Application Requirement:
To be considered, please submit your resume, most recent transcript and a cover letter answering the below question:
Why are you interested in this role? (200 words max)
All Invesco employees are subject to Invesco’s COVID-19 VACCINATION POLICY FOR EMPLOYEES, which provides that employees must be fully vaccinated against COVID-19. An exemption may be granted based on a medical contraindication or sincerely held religious belief. Fully vaccinated means that an individual has received all recommended doses of a COVID-19 vaccine that has received Emergency Use Authorization or full approval from Health Canada and that it has been at least two weeks since the final recommended dose.
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 federal laws governing non-discrimination in employment.
