Portfolio Analyst
Atlanta, GA · Hybrid
Support ad hoc quantitative analysis and investment-related requests using analytical and technology-driven solutions. * Maintain and support portfolio analytics and attribution platforms while ...
Atlanta, GA · Hybrid
Support ad hoc quantitative analysis and investment-related requests using analytical and technology-driven solutions. * Maintain and support portfolio analytics and attribution platforms while ...
Atlanta, GA · Hybrid
Support ad hoc quantitative analysis and investment-related requests using analytical and technology-driven solutions. * Maintain and support portfolio analytics and attribution platforms while ...
Atlanta, GA · On-site
Support ad hoc quantitative analysis and investment-related requests using analytical and technology-driven solutions. * Maintain and support portfolio analytics and attribution platforms while ...
Atlanta, GA · On-site
Support ad hoc quantitative analysis and investment-related requests using analytical and technology-driven solutions. * Maintain and support portfolio analytics and attribution platforms while ...
... and quantitative research, manage vendor relationships, and contribute to the continuous ... Invest in your future. All US and Canadian employees enjoy 401(k) & RRSP benefits with company ...
... and quantitative research, manage vendor relationships, and contribute to the continuous ... Invest in your future. All US and Canadian employees enjoy 401(k) & RRSP benefits with company ...
Atlanta, GA · On-site
... of the Low Income Investment Fund. This position will initially function as an individual ... the quantitative model, and coordination with advisory consultants on the CECL framework. The ...
Atlanta, GA · On-site
... of the Low Income Investment Fund. This position will initially function as an individual ... the quantitative model, and coordination with advisory consultants on the CECL framework. The ...
Use quantitative risk models and optimization programs to analyze and manage direct indexing equity portfolios Rebalance portfolios according to various client tax preferences and investment mandates ...
Use quantitative risk models and optimization programs to analyze and manage direct indexing equity portfolios Rebalance portfolios according to various client tax preferences and investment mandates ...
Atlanta, GA · On-site
$52K - $94K/yr
Creative problem-solving skills and analysis skills to help build solutions for the investment ... Strong interpersonal, quantitative and analytical skills and a high proficiency with MS Excel, Word ...
Atlanta, GA · On-site
$52K - $94K/yr
Creative problem-solving skills and analysis skills to help build solutions for the investment ... Strong interpersonal, quantitative and analytical skills and a high proficiency with MS Excel, Word ...
Kennesaw, GA · On-site
$13.75 - $18.75/hr
Freddie Mac's University program offers summer internships and full-time opportunities in Accounting, Business, Communications, Investments & Capital Markets, Computer Science, Data/Quant Analytics ...
Kennesaw, GA · On-site
$13.75 - $18.75/hr
Freddie Mac's University program offers summer internships and full-time opportunities in Accounting, Business, Communications, Investments & Capital Markets, Computer Science, Data/Quant Analytics ...
Kennesaw, GA · On-site
$13.75 - $18.75/hr
Freddie Mac's University program offers summer internships and full-time opportunities in Accounting, Business, Communications, Investments & Capital Markets, Computer Science, Data/Quant Analytics ...
Kennesaw, GA · On-site
$13.75 - $18.75/hr
Freddie Mac's University program offers summer internships and full-time opportunities in Accounting, Business, Communications, Investments & Capital Markets, Computer Science, Data/Quant Analytics ...
Kennesaw, GA · On-site
$13.75 - $18.75/hr
Freddie Mac's University program offers summer internships and full-time opportunities in Accounting, Business, Communications, Investments & Capital Markets, Computer Science, Data/Quant Analytics ...
Kennesaw, GA · On-site
$13.75 - $18.75/hr
Freddie Mac's University program offers summer internships and full-time opportunities in Accounting, Business, Communications, Investments & Capital Markets, Computer Science, Data/Quant Analytics ...
Atlanta, GA · On-site
$14.50 - $19.50/hr
Freddie Mac's University program offers summer internships and full-time opportunities in Accounting, Business, Communications, Investments & Capital Markets, Computer Science, Data/Quant Analytics ...
Atlanta, GA · On-site
$14.50 - $19.50/hr
Freddie Mac's University program offers summer internships and full-time opportunities in Accounting, Business, Communications, Investments & Capital Markets, Computer Science, Data/Quant Analytics ...
Kennesaw, GA · On-site
$13.75 - $18.75/hr
Freddie Mac's University program offers summer internships and full-time opportunities in Accounting, Business, Communications, Investments & Capital Markets, Computer Science, Data/Quant Analytics ...
Kennesaw, GA · On-site
$13.75 - $18.75/hr
Freddie Mac's University program offers summer internships and full-time opportunities in Accounting, Business, Communications, Investments & Capital Markets, Computer Science, Data/Quant Analytics ...
Atlanta, GA · On-site
$14.50 - $19.50/hr
Freddie Mac's University program offers summer internships and full-time opportunities in Accounting, Business, Communications, Investments & Capital Markets, Computer Science, Data/Quant Analytics ...
Atlanta, GA · On-site
$14.50 - $19.50/hr
Freddie Mac's University program offers summer internships and full-time opportunities in Accounting, Business, Communications, Investments & Capital Markets, Computer Science, Data/Quant Analytics ...
Atlanta, GA · On-site
$14.50 - $19.50/hr
Freddie Mac's University program offers summer internships and full-time opportunities in Accounting, Business, Communications, Investments & Capital Markets, Computer Science, Data/Quant Analytics ...
Atlanta, GA · On-site
$14.50 - $19.50/hr
Freddie Mac's University program offers summer internships and full-time opportunities in Accounting, Business, Communications, Investments & Capital Markets, Computer Science, Data/Quant Analytics ...
Atlanta, GA · On-site
$14.50 - $19.50/hr
Freddie Mac's University program offers summer internships and full-time opportunities in Accounting, Business, Communications, Investments & Capital Markets, Computer Science, Data/Quant Analytics ...
Atlanta, GA · On-site
$14.50 - $19.50/hr
Freddie Mac's University program offers summer internships and full-time opportunities in Accounting, Business, Communications, Investments & Capital Markets, Computer Science, Data/Quant Analytics ...
Alpharetta, GA · On-site
$78K - $140K/yr
Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually ...
Alpharetta, GA · On-site
$78K - $140K/yr
Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually ...
Alpharetta, GA · Hybrid
$78K - $140K/yr
Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually ...
Alpharetta, GA · Hybrid
$78K - $140K/yr
Portfolio managers act as investment engineers - creating portfolios using optimization software to implement firm's quantitative-based strategy. The Associate Portfolio Manager must continually ...
Complete investment and client reviews annually or as required. * Communicate with clients to ... Excellent analytical, quantitative, verbal, and written communication skills. * Must be able to ...
Complete investment and client reviews annually or as required. * Communicate with clients to ... Excellent analytical, quantitative, verbal, and written communication skills. * Must be able to ...
Atlanta, GA · On-site
$101K - $138K/yr
About Invesco As one of the world's leading independent global investment firms, Invesco is ... Quants, Business Analysts, and global technology partners to build and evolve Invesco's trading ...
Atlanta, GA · On-site
$101K - $138K/yr
About Invesco As one of the world's leading independent global investment firms, Invesco is ... Quants, Business Analysts, and global technology partners to build and evolve Invesco's trading ...
Atlanta, GA · Hybrid
$101K - $138K/yr
About Invesco As one of the world's leading independent global investment firms, Invesco is ... Quants, Business Analysts, and global technology partners to build and evolve Invesco's trading ...
Atlanta, GA · Hybrid
$101K - $138K/yr
About Invesco As one of the world's leading independent global investment firms, Invesco is ... Quants, Business Analysts, and global technology partners to build and evolve Invesco's trading ...
Conduct rigorous quantitative analysis on commercial real estate markets, synthesizing property, macroeconomic, and urban data to surface market trends, structural shifts, and investment-relevant ...
Conduct rigorous quantitative analysis on commercial real estate markets, synthesizing property, macroeconomic, and urban data to surface market trends, structural shifts, and investment-relevant ...
$95.7K - $110K
15% of jobs
$110K - $124.3K
7% of jobs
$128.8K is the 25th percentile. Wages below this are outliers.
$124.3K - $138.7K
9% of jobs
$138.7K - $153K
14% of jobs
The median wage is $159.5K / yr.
$153K - $167.4K
12% of jobs
$167.4K - $181.7K
14% of jobs
$187.6K is the 75th percentile. Wages above this are outliers.
$181.7K - $196K
12% of jobs
$196K - $210.4K
7% of jobs
$210.4K - $224.7K
5% of jobs
$224.7K - $239K
5% of jobs
$239K - $253.4K
0% of jobs
$95.7K
$165.7K
$253.4K
| Aspect | Investment Quant | Quantitative Analyst |
|---|---|---|
| Required Credentials | Degree in finance, mathematics, or related fields; often certifications like CFA or CQF | Similar credentials; often holds advanced degrees in math, statistics, or finance |
| Work Environment | Financial firms, hedge funds, asset management companies | Financial institutions, investment banks, hedge funds |
| Employer & Industry Usage | Primarily in investment management and trading | Across finance sectors, including trading, risk management, and research |
Investment Quants and Quantitative Analysts share similar educational backgrounds and work environments, often overlapping in finance and investment firms. While both roles involve complex data analysis and modeling, Investment Quants typically focus more on developing trading strategies and portfolio optimization, whereas Quantitative Analysts may work on risk assessment, pricing models, or research. The roles are closely related, with the main difference lying in their specific focus within the financial industry.
9.7
Based on 5 frontline employees who took The Breakroom Quiz
As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. 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, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:
Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan
About the Role:
The Portfolio Analyst is responsible for analyzing portfolio performance, attribution, and risk metrics for a broad range of fixed income strategies, including ETFs, retail, and institutional portfolios. This role partners with investment professionals and business stakeholders to explain performance drivers, evaluate portfolio characteristics, and deliver meaningful analytical insights. The Analyst will develop expertise in fixed income attribution methodologies, risk models, and investment analytics while contributing to the enhancement of current and next-generation portfolio analysis tools. Success in this role requires strong analytical capabilities, attention to detail, and the ability to communicate complex concepts across all levels of the organization.
Responsibilities of the Role:
Analyze and interpret performance attribution results for global fixed income portfolios, including ETFs, retail, and institutional mandates.
Evaluate portfolio, benchmark, and risk characteristics to identify and explain key drivers of investment performance.
Develop expertise in attribution methodologies, risk models, and fixed income investment strategies to support portfolio analysis.
Partner with portfolio managers, traders, and business stakeholders to address analytical needs and provide actionable insights.
Produce portfolio analytics and reporting, including holdings analysis, sector and country exposures, and valuation metrics.
Assist in the design, development, and implementation of enhanced analytics and attribution tools and processes.
Support ad hoc quantitative analysis and investment-related requests using analytical and technology-driven solutions.
Maintain and support portfolio analytics and attribution platforms while participating in initiatives that improve operational efficiency and reporting capabilities.
Requirements for the Role:
Bachelor's degree in Finance, Economics, Mathematics, or a related field; MBA preferred.
Experience or demonstrated interest in portfolio analytics, performance measurement, investment research, or related investment management disciplines through internships, coursework, co-op programs, or professional experience.
Experience working with fixed income securities and derivative instruments.
Foundational knowledge of financial markets, fixed income investments, portfolio analytics, and risk concepts, with a strong desire to continue developing expertise in investment performance and attribution analysis.
Experience with investment analytics platforms such as FactSet, Bloomberg, Eagle, Barclays Point, StyleAdvisor, or similar tools is beneficial.
Strong analytical, quantitative, and problem-solving skills with the ability to communicate complex findings to diverse audiences.
Experience in investment operations, accounting, finance, or asset management is preferred.
Knowledge of programming and analytical tools such as VBA, R, or similar technologies is a plus.
Progress toward, or completion of, the Chartered Financial Analyst (CFA) designation is considered an asset.
Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.
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.