Associate Global Market Strategist

Invesco Atlanta , GA 30301

Posted 2 days ago

Invesco is a leading global asset management firm with more than $937B* in assets under management. We provide our retail and institutional clients a diverse and comprehensive range of investment capabilities to help people get more out of life. Invesco is publicly traded on the New York Stock Exchange (IVZ) and has about 7,000 employees in over 20 countries.

(*As of December 31, 2017)

Job Purpose (Job Summary):

The Market Analyst is responsible for supporting the Global Market Strategy Office.

Key Responsibilities / Duties:

  • Support Chief Global Market Strategist in developing global market view.

  • Support Global Market Strategists in developing regional investment views, including across and within asset classes.

  • Monitor economic and market developments as directed and generate investment implications.

  • Meet with Global Market Strategy Office on regular basis (and ad hoc as needed) to inform them of regional market and economic developments, research findings, and participate in formulating views.

  • Liaise with investment teams and other non-GMS strategists regularly to understand their views/investment theses and to collaborate on research, models and investment theses with investment teams.

  • Summarize important internal or expert research notes and calls for distribution.

  • Creation of content (e.g. white papers, models, research notes and brief comments/Tweets)

  • Maintain a library of slides and economic and market indicators. Work closely with team members and Marketing colleagues to create charts for use in slide decks and other materials. In particular, help produce a quarterly outlook slide deck.

  • Work on the creation of possible economic/market models.

  • Participate in the production of regular commentaries (including the annual 15c commentary), research notes, white papers, brief comments/Tweets and other pieces.

  • Content will be both regularly scheduled and reactive, on an as needed basis.

  • Respond to queries from sales team members.

  • Present on conference calls for advisors and their clients on the economic and market outlook and related topics.

  • Also may be called on to participate in presentations or other meetings with clients as requested.

  • Help to customize strategist team materials for region and by client type (working with Marketing)

  • Support the advocacy work of strategists by performing research and assisting in the writing of advocacy pieces.

Work Experience / Knowledge:

  • Ability to generate insightful and relevant investment ideas backed by research.

  • Familiarity with financial markets, market terminology, capital markets history and economic indicators, along with equity, fixed income, international, emerging markets, currency and alternative asset classes.

  • Expertise with software such as Bloomberg, FactSet and Datastream.

Formal Education: (minimum requirement to perform job duties)

  • Undergraduate degree in Finance or Economics. Graduate degree in Finance or Economics and/or CFA desirable.

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.


Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Middle Market Enterprises A...

Hsbc

Posted Yesterday

VIEW JOBS 7/15/2018 12:00:00 AM 2018-10-13T00:00 The Corporate Relationship Support Manager is situated in the Corporate Banking Centre (CBC) and reports to Sr Corporate Manager – Area or Sr Manager Corporate – Area I or II. The roleholder is expected to retain and grow smaller Middle Markets (MME) CMB customer relationships for HSBC while adhering to the Group values, business strategy, operational policies, regulatory requirements and risk management practices. The role holder will also take responsibility for dealing with all aspects of clients' new monies applications and working on ad hoc projects including (but not limited to): sales pitches BDM/product co-ordination, sector analysis, client portfolios and others as required. The role holder will also expected to be an integral part of the corporate banking team enabling the team to deliver the optimum contribution towards the CBC Annual Operating Plan (AOP), improve client engagement, maximise operational efficiency and allow for the maximum amount of client engagement. The role holder will be expected to prepare concise call reports, research and analyze client, industry and competitor financial and macro economic data, conduct supplier / buyer analysis and be an active participant in client due-diligence calls. In addition, the role role holder will be expected to represent the bank at client meetings, introduce product partners as appropriate, coordinate the application process, and work closely with legal counsel in preparing appropriate legal documentation. Impact on the Business * Contribute to the attainment of business results by growing sustainable revenues from existing smaller customer. * Develop effective strategies to manage customer relationships, anticipate customer needs and provide a superior quality service to position HSBC as the market leader in this segment * Host client meetings as necessary to introduce applicable product partners * Manage the activities of the teams international subsidiary bankers * Undertake the appropriate analysis and preparation of proposals, presentations and pitches to prospective customers including facility definition including preparation of deal structuring, term sheet, security, covenants, and pricing of facilities. * Monitor all aspects of risk, including out of order and endorsements, credit control reports, action within DA limits and escalate to the RM where required to ensure FCC compliance. * Prepare all relevant pre and post customer documentation, collation /analysis of financial/non-financial information and coordination of products/solutions which suit customer needs, to draft the (NTB) credit application / renewal papers to a high quality. Customers / Stakeholders * Manage deals/discussions with smaller clients and participate in the deals and discussions with larger clients alongside the S/CBMs to gain as much experience of relationship management and the management of complex international credits * Enhance and develop mutually beneficial relationships with clients; applies acquired knowledge to provide assistance and recommendations to clients * Liaise and work with CBC team(s) / CSU colleagues to ensure the best possible experience and outcomes for customers, employees and the Bank * Effective interaction with the team within CBC and across the wider Bank * Identify and escalate service delivery issues Leadership & Teamwork * Ensure clarity and accuracy when conveying information to senior / line management * Manage the contribution of the non-exempt * Coordinate and oversee work to meet to meet agreed deadlines * Coach team members and develop skills * Ensure effective and continuous dialogue within the CBC team(s) * Demonstrate courageous integrity * Lead and develop an effective team through communication, performance management, development plans and reward/recognition practices. * Promote an environment that supports diversity and reflects the HSBC brand. Operational Effectiveness & Control * Check and correct problems that are not immediately evident in existing systems or processes * Understand and adhere to established policies and procedures in team * Ensure the application of Group policy and adherence to regulatory, financial, and legal standards to minimise business and reputational risks * Possess responsibility for the delivery of efficient, accurate and timely processing of clients requests and transactions To implement the Group compliance policy locally by containing compliance risk in liaison with the Head of Group Compliance, Global Business Compliance Officer, Area Compliance Officer or Local Compliance Officer, ensuring adequate compliance resources and training, fostering a compliance culture and optimizing relations with regulators. * Complete other responsibilities, as assigned. Major Challenges * Contributing to the team in the delivery of income and growth. * Supporting implementation of changes and initiatives within the CBC in a timely manner. * Ensuring focus on delivering the requirements of the role and maintaining close links with stakeholders Role Context * The role is a part of the CBC team and is responsible for managing smaller clients while ensuring the S/CBMs provide exceptional customer service whilst delivering income growth, improving efficiencies and embracing corporate initiatives. * The role holder will operate within the Bank's risk and operational guidelines and is responsible for ensuring that organisational standards are maintained and that the Banks policies and procedures are adhered to throughout the CBC in order to mitigate risk. Management of Risk * Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues. * The jobholder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation. This will be achieved by consistently displaying the behaviours required to support the Best Place to Bank principles of Make Better Products, Sell Them Properly and Keep Them Sold. * The jobholder will also continually reassess the operational risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology. * This will be achieved by ensuring all actions take account of the likelihood of operational risk occurring. * Also by addressing any areas of concern in conjunction with line management and/or the appropriate department. Observation of Internal Controls * Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators. * The jobholder will implement the Group compliance policy by containing compliance risk in liaison with Compliance. The term 'compliance' embraces all relevant financial services laws, rules and codes with which the business has to comply. * This will be achieved by adhering to all relevant processes/procedures and by liaising with Compliance department about new business initiatives at the earliest opportunity. * The jobholder will also continually reassess the operational risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology. Knowledge * Broad knowledge of the Bank's structures, products and services * Appreciation of the changing economic, social and governmental environment in U.S. * Knowledge of international business and various industry sectors * Knowledge and use of HORIS and Client Vision systems (including reporting) and complex MI Experience * Minimum 5 years experience in a client focussed environment with a demonstrated understanding of commercial lending and risk assessment. * Appreciation of working in a global environment * Developing professional expertise and credibility within business Skills * Strong 'team' skills promoting an environment of co-operation and trust, overcoming resistance where encountered * Possess analytical and financial skills * Good prioritising, organisational and time management abilities * Ability to make decisions * Good verbal and written communications skills EEO/AA/Minorities/Women/Disability/Veterans Hsbc Atlanta GA

Associate Global Market Strategist

Invesco