Investment Strategist

Posted Date 25 Apr 2024



Experience Icon Experience 4 Years Salary Salary 170000USD - 200000USD
Job Type Icon Job Type Full Time Company Company Invesco
Job Category Icon Job Category Real Estate Qualification Icon Qualification BS Finance
Gender IconGender Both Date Last Date 24 Jul
Vacancies IconVacancies 1 Remote IconRemote No
Location Location(s) New York , United States

Description Job Description


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.
If⠀you're⠀looking⠀for⠀challenging⠀work,⠀smart⠀colleagues,⠀and a⠀global⠀employer⠀with a⠀social⠀conscience,⠀come⠀explore⠀your⠀potential⠀at⠀Invesco.⠀Make a⠀difference⠀every⠀day!
Job⠀Description
The⠀Investment⠀Strategist's⠀primary⠀role is to⠀support⠀the⠀efforts of⠀the CIO⠀Council⠀and North⠀America⠀Strategic⠀Analytics⠀in⠀establishing⠀and⠀implementing⠀top-down⠀investment⠀strategy.⠀The role⠀is⠀quantitative⠀in nature⠀but⠀requires a⠀higher⠀level⠀strategic⠀thinking⠀to source⠀and⠀translate⠀data into⠀actionable⠀investment⠀decisions.
This⠀is a⠀unique⠀opportunity⠀to work on⠀a small,⠀dynamic⠀team⠀responsible⠀for⠀setting⠀the⠀top-down⠀strategy⠀across⠀IRE’s⠀full suite⠀of real⠀estate⠀invesment⠀vehicles⠀operating⠀in the⠀private⠀market.
Key Responsibilities:
  • Work with⠀the CIO⠀Council,⠀Strategic⠀Analytics⠀and other⠀key⠀stakeholders⠀to develop⠀tools and⠀insights⠀which⠀shape⠀top-down⠀views;
    More⠀specifically,⠀the⠀Investment⠀Strategist⠀will⠀attend⠀biweekly⠀Council⠀meetings⠀and play a⠀critical⠀role⠀advancing⠀and⠀supporting/challenging⠀the agenda⠀and views⠀of the⠀Council;
    Play⠀a lead⠀role in⠀the⠀translation⠀of views⠀into⠀investment⠀decisions⠀across all⠀of IRE’s⠀North⠀American⠀funds and⠀separate⠀account⠀clients,⠀ranging⠀from core⠀to⠀opportunistic⠀and⠀throughout⠀the⠀capital⠀structure⠀in equity⠀and⠀credit;
    Use⠀evidence-based⠀research⠀to⠀critically⠀evaluate⠀investment⠀themes and⠀leverage⠀best⠀practices⠀around⠀innovation⠀and⠀technology⠀to improve⠀investment⠀performance;
    Maintain⠀specialist⠀knowledge⠀of⠀economic⠀trends,⠀markets⠀and⠀sectors⠀and be⠀able to⠀articulate⠀their⠀impact to⠀key⠀stakeholders;
    Work⠀cross-functionally⠀with the⠀transactions,⠀portfolio⠀management⠀and asset⠀management⠀specialists⠀in the⠀interpretation⠀of the CIO⠀Council⠀views and⠀the⠀production⠀of⠀directional⠀materials⠀for the⠀firm;
    Help⠀create and⠀manage an⠀external⠀network of⠀experts⠀with⠀subject⠀matter⠀specialization⠀(e.g. for⠀real⠀estate⠀sectors),⠀and set⠀the⠀priorities⠀with⠀respect to⠀their⠀research⠀and other⠀project-based⠀work
Minimum Qualifications Include:
  • Bachelors⠀degree⠀from a⠀4-year⠀institution
    The⠀role⠀requires a⠀data-driven⠀strategic⠀thinker,⠀capable of⠀organizing⠀and⠀utilizing⠀data and⠀analytic⠀tools to⠀test/formulate⠀actionable⠀investment⠀themes and⠀resulting⠀strategies⠀pursuant⠀to⠀fund-specific⠀KPI‘s.⠀Prior work⠀experience⠀within an⠀institutional⠀real⠀estate⠀environment,⠀ideally⠀within⠀real⠀estate⠀fund⠀management,⠀performance⠀analytics,⠀or in a⠀research⠀capacity,⠀is⠀preferred.
    5+⠀years⠀working in⠀an⠀analytical⠀capacity,⠀preferably⠀within an⠀investment⠀management⠀environment
    Experience⠀with⠀quantitative⠀strategic⠀research
Skills / Other Personal Attributes Preferred:
  • Ability to⠀present⠀technical⠀analysis⠀and⠀strategic⠀insights⠀in a clear⠀and⠀concise⠀manner to⠀key⠀stakeholders
    Background⠀and⠀interest⠀in⠀finance/economics,⠀math, or⠀engineering
    A⠀proven⠀numerate⠀background⠀and⠀knowledge⠀of applied⠀statistics⠀and⠀econometric⠀modelling⠀techniques
    Independent⠀mindset,⠀with an⠀ability to⠀challenge⠀views and⠀think⠀creatively
    Fluent⠀English.⠀Excellent⠀written⠀and oral⠀communication⠀skills are⠀essential
The salary⠀range for⠀this⠀position⠀in New⠀York is⠀$170,000⠀-$200,000⠀annually.⠀The total⠀compensation⠀offered⠀for this⠀position⠀includes⠀salary and⠀incentive⠀pay and⠀will vary⠀based on⠀skills,⠀experience,⠀and⠀location.

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.

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