Associate Credit Analyst

Associate Credit Analyst

The Global Liquidity Research team supports the investment process for Invesco's liquidity portfolios through fundamental credit research, issuer surveillance, and investment recommendation support. The team works closely with portfolio managers, the Global Liquidity Research Committee, risk partners, and other internal stakeholders to evaluate current and potential investments. The team is responsible for maintaining a disciplined credit framework consistent with portfolio objectives, regulatory requirements, rating agency considerations, and applicable fund guidelines. This role sits within a collaborative research environment where clear communication, sound judgment, intellectual curiosity, deep sector expertise, and attention to detail are critical.

The Associate Credit Analyst will perform fundamental credit analysis of current and prospective issuers and securities for Global Liquidity portfolios. The role will assess issuer financial condition, legal structure, business profile, liquidity, credit quality, market developments, and investment suitability within applicable fund guidelines. The analyst will serve as a member of the Global Liquidity Research Committee and contribute to issuer and security approval decisions. The role also offers the opportunity to develop deep sector expertise, support client-facing discussions, contribute to thought leadership, and participate in broader Invesco Fixed Income sector teams alongside analysts from across fixed income. Through this work, the analyst will contribute to issuer approvals, portfolio risk management, client engagement, and the broader Invesco Fixed Income investment process. This role requires sound analytical judgment, clear communication, effective coordination with investment colleagues, and the ability to work independently within established policies, procedures, and regulatory requirements.

You Will Be Responsible For:

• Perform fundamental credit analysis of current and potential holdings, including review of issuer financial condition, legal structure, business profile, liquidity profile, capital structure, investment suitability, and key credit risks.
• Build and maintain deep sector expertise across assigned coverage areas, developing a strong command of issuer fundamentals, sector dynamics, market structure, regulatory developments, rating agency perspectives, and emerging risks or opportunities.
• Develop and articulate defensible credit recommendations and issuer reviews supported by financial analysis, market data, rating agency materials, sell-side research, and internal research.
• Serve as a member of the Global Liquidity Research Committee, contributing to the review and approval of issuers and securities for purchase by portfolio managers.
• Collaborate with portfolio managers to evaluate securities within portfolio objectives, fund restrictions, regulatory requirements, liquidity needs, and approved credit parameters.
• Actively participate in broader Invesco Fixed Income sector teams by sharing sector views, issuer updates, and market insights with analysts and investment colleagues across strategies.
• Cultivate relationships with sell-side sales, origination, and research teams, as well as rating agency analysts and other external market participants, to support issuer surveillance, market awareness, and credit analysis.
• Contribute to client-facing materials, client presentations, thought leadership, market updates, and internal presentations that communicate Global Liquidity credit views and relevant market themes.

The Experience You Bring:

• 1–3 years of experience in financial services, credit analysis, accounting, investment research, portfolio management, or a related analytical role.
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field; progress toward CFA designation or an advanced degree is preferred.
• Working knowledge of financial statement analysis, credit fundamentals, accounting concepts, market data, and investment research methods.
• Familiarity with money market funds, short-duration fixed income, SEC Rule 2a-7, rating agency methodologies, or investment management regulation is preferred.
• Strong analytical and quantitative skills, with the ability to interpret financial data, identify key risks, and develop well-reasoned conclusions.
• Effective written, verbal, and interpersonal communication skills, including the ability to simplify complex information for portfolio managers, analysts, clients, and other stakeholders.
• Proficiency with Bloomberg, Excel, PowerPoint, Word, and Microsoft Copilot or similar AI-enabled productivity tools, with the ability to use technology responsibly to improve research efficiency, drafting, organization, and workflow productivity while maintaining analytical judgment, confidentiality, and quality control.
• Intellectual curiosity, commitment to developing sector expertise, high standards of accuracy and integrity, strong attention to detail, and the ability to manage priorities under time-sensitive conditions.

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.