Analyst (Healthcare) – US Core & Dividend
About the position Invesco is seeking an Analyst to support its US Core & Dividend strategy and Fundamental Equities team. The role combines scientific and clinical research with financial analysis and independent investment judgment. The analyst will develop differentiated perspectives on therapeutics companies and contribute research that informs long-term investment decisions. The position involves company and industry research, financial modeling and valuation, investment recommendation development, and engagement with company management and other industry participants. The analyst is expected to communicate clearly, contribute to thoughtful debate, and maintain an evidence-based approach while considering broader investment, client, and enterprise factors. The position is full-time and employee-based. Invesco’s workplace policy, as of October 1, 2025, expects employees to spend at least four full days each week working in an Invesco office. The New York City salary range is \$180,000–\$230,000 per year; total compensation also includes incentive pay and varies based on skills, experience, and location.
Responsibilities
- Analyze company fundamentals, build and test financial models, and assess management quality, competitive positioning, sustainability, and industry dynamics.
- Synthesize scientific, clinical, financial, and market information into evidence-based investment conclusions; anticipate themes and adapt views as facts evolve.
- Develop and communicate investment recommendations, including the investment thesis, risk/reward, key risks, and factors that could change the analyst’s view.
- Engage with senior company management, brokers, analysts, and other industry participants to ask questions, challenge assumptions, and deepen investment research.
- Incorporate macroeconomic, political, sector, industry, client, and other relevant considerations into investment analysis and decision-making.
- Use relevant investment systems and tools, including Bloomberg/Reuters, research platforms, Microsoft Office, and relevant AI tools.
- Contribute evidence-based perspectives, communicate complex ideas clearly, and foster constructive debate with Portfolio Managers and colleagues.
- Build effective relationships across the investment community and support the firm’s Compliance Culture while considering client, enterprise, operational, reputational, legal, regulatory, and fiduciary contexts.
Requirements
- At least 3 years of experience in a buy-side or sell-side research role covering therapeutics.
- Ability to translate clinical data into views on risk/reward and valuation.
- Strong financial modeling, valuation, and fundamental research capabilities.
- Demonstrated interest in long-term, fundamental investing.
- Bachelor’s degree required.
- Proficiency with relevant investment systems and tools, including Bloomberg/Reuters, research platforms, Microsoft Office, and relevant AI tools.
- Ability to communicate complex ideas clearly and confidently, listen actively, and engage in constructive debate.
- Ability to maintain evidence-supported conviction while remaining open to challenge and new information, including under pressure.
Nice-to-haves
- Bachelor’s degree in biology, chemistry, or a related field preferred.
- MBA or relevant graduate degree highly preferred.
- CFA designation or demonstrated commitment to completing the CFA program preferred.
Benefits
- Flexible paid time off
- Hybrid work schedule
- 401(k) matching of 100% up to the first 6%, with a discretionary supplemental contribution
- Health and wellbeing benefits
- Parental leave benefits
- Employee stock purchase plan
- Salary and incentive pay
Apply To This Job