MBA Value Summer Research Associate

About the role

A 10-week MBA summer internship introducing candidates to equity research within Invesco’s US Value Equity Group. Associates will conduct fundamental research, generate investment ideas, analyze companies and industries, communicate findings, and present recommendations while receiving mentorship from analysts and portfolio managers.

Responsibilities

• Source, organize, and analyze company, industry, market, and economic data using financial databases and software.
• Research business trends, company developments, economic conditions, holdings, and investment strategies.
• Conduct fundamental research on assigned companies and develop expertise in assigned industry coverage.
• Generate potential investment ideas and complete special research projects for investment teams.
• Communicate analysis with the investment team and present researched stocks, industries, or investment recommendations.
• Build relationships with broker-dealer analysts and sales staff to improve industry and company knowledge.

Program Experience

• Gain exposure to the day-to-day functions and investment processes of Invesco’s US Value Equity Group.
• Receive meaningful mentorship from analysts and portfolio managers during the internship.
• Attend team meetings and serve as a resource to investment teams in assigned areas of expertise.
• Network with members of various Invesco teams through organized summer activities.
• Participate in intern networking events, peer sponsorship, leadership sessions, and virtual lunch-and-learns.

Required Qualifications

• Currently enrolled as a first-year MBA student and graduating by summer 2028.
• Demonstrated interest in investments and financial markets, with a passion for continuous learning.
• Apply accounting, financial, and investment principles when analyzing companies and industries.
• Gather and interpret market data, prioritize work, and meet deadlines in fast-paced environments.
• Work effectively with limited supervision and contribute as a collaborative team player.
• Work in person from Invesco’s Houston office.

Preferred Qualifications

• At least two years of research or analysis work experience is preferred.
• A bachelor’s degree in business, finance, or a related field is preferred.
• Knowledge of investment analysis, statistics, and economics principles is preferred.
• CFA designation or progress toward it is encouraged.

Program Details

• The position is full time and classified as a student/intern fixed-term role.
• The workplace policy currently expects at least four full days weekly in an Invesco office.
• The role is based in Houston, Texas.