MBA Value Summer Research Associate

About Invesco

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.

What’s in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our benefit and perk offerings including:

• Company networking events with other interns

• Peer Sponsor Program

• Leadership Connection series

• Virtual Lunch and Learns

• Invesco Cares volunteer events

• Complimentary coffee and snacks

• 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution

Job Description

Summary Description:

Invesco’s summer research associate program provides a unique opportunity to experience the day-to-day functions of investment teams at Invesco and receive meaningful mentorship from Analysts and Portfolio Managers.

This 10-week internship program is an introduction to the Equity Analyst role at Invesco. Many of our Portfolio Managers began their careers in a similar program and progressed to their current roles. The Summer Research Associate will have the opportunity to experience the various investment processes in the US Value Equity Group and learn how the teams make portfolio decisions. Typical projects may include generating potential investment ideas, performing deep fundamental research, and presenting investment recommendations. In addition, the Summer Research Associate may be asked to present on a stock or industry that they have researched.

A broad exposure to Invesco is a critical component of the internship experience. The MBA Summer Research Associate will have the opportunity to network with members of various teams at organized activities planned during the summer.

Examples of Duties / Responsibilities (specific duties will vary depending on the investment team’s immediate needs):

• Use financial market databases, software and other resources to source, organize, and analyze company, industry and/or market data.
• Research and exchange information regarding business trends, company developments and the economic climate as it relates to the investment team’s current and potential holdings and investment strategies.
• Communicate analysis with the investment team.
• Perform fundamental research on assigned company and develop expertise in assigned industry coverage.
• Serve as a resource to investment teams in area of assigned expertise.
• Develop effective relationships with broker/dealer analysts and sales staff to enhance knowledge of industry and company fundamentals.
• Complete additional, special research projects. Attend team meetings.

Minimum Qualifications

• A minimum of two years of work experience in research or analysis is preferred.
• Currently enrolled as a first-year MBA student and graduating by summer of 2028
• A demonstrated interest in investments

• Knowledge of the principles and procedures of investment analysis, statistics, and economics as would be acquired through completion of a Bachelor’s degree in Business, Finance or a related field is preferred.
• Possess keen analytical skills and the ability to apply accounting, financial, and investment principles in the analysis of companies and industries.
• Must be able to gather and interpret market data.
• Can prioritize work and meet deadlines in a fast-paced work environment with little supervision.
• A self-starter with a passion for continuous learning and an interest in financial markets.
• It is imperative that the candidate is a team player who will contribute to our collegial and collaborative organization.
• Must be able to work in-person from Invesco's Houston office.

Preferred Qualifications

• CFA designation, or progress toward it, is encouraged.

Full Time / Part Time

Worker Type

Job Exempt (Yes / No)

Workplace Model

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.