Michelle L. Middleton, Cfa

Michelle L. Middleton, Cfa Email and Phone Number

Vice President, Senior Equity Research Analyst at State Street Global Advisors @
Michelle L. Middleton, Cfa's Location
Stamford, Connecticut, United States, United States
Michelle L. Middleton, Cfa's Contact Details

Michelle L. Middleton, Cfa work email

Michelle L. Middleton, Cfa personal email

Michelle L. Middleton, Cfa phone numbers

About Michelle L. Middleton, Cfa

Portfolio Manager and Senior Equity Analyst covering global markets, with in-depth knowledge of Global Emerging Market economies, CEEMEA economies and companies, and Energy and Materials sectors across the globe. Experienced in institutional and retail asset management, portfolio management, economic and political environment assessment, fundamental equity research and valuation, interviewing company management teams, leveraging the knowledge of sell side experts, and client/prospect/consultant interfacing.* Equity Research and Valuation* Portfolio Management* Macroeconomic Analysis* Financial Analysis* Investment Strategy Analysis* Statistical Analysis* Risk Management

Michelle L. Middleton, Cfa's Current Company Details
State Street Global Advisors

State Street Global Advisors

Vice President, Senior Equity Research Analyst at State Street Global Advisors
Michelle L. Middleton, Cfa Work Experience Details
  • State Street Global Advisors
    Vice President, Senior Equity Research Analyst
    State Street Global Advisors Jul 2016 - Present
  • Ge Asset Management
    Senior Analyst, Public Equities (Emerging Mkts - Emea Region)
    Ge Asset Management Jul 2014 - Jun 2016
  • Invesco
    Portfolio Manager/Senior Equity Analyst
    Invesco 2004 - 2014
    Atlanta, Ga, Us
    Portfolio Manager and Senior Equity Analyst (Generalist) for Emerging Markets product, focused on CEEMEA region and Energy and Materials sectors. Research Analyst (back-up) for Energy and Materials sectors for International and Global Equity products.* Partnered with the CIO and the Head of Emerging Markets to start-up a co-mingled Emerging Markets fund in 2005 for institutional clients. Launched the Invesco Emerging Markets Equity Fund with the head of EM for retail clients in 2011 which, combined with institutional, achieved total assets under management of $1.1 billion in 2011. * Provided macro-economic coverage of CEEMEA region and generalist equity coverage of EM companies worldwide. Served as back-up coverage of Global Energy and Materials sectors, reporting to the Developed Markets stock selection committee.* Developed and communicated timely, actionable investment ideas to both the EM and Developed Markets stock selection committees. A bottom-up stock selection process was utilized. * Participated in meetings with new prospects, current clients, and consultants, discussing investment philosophy, process, and fund holdings.* Assessed value proposition of three primary capabilities (international, global and emerging market products) within the context of the current market environment and relative to peers, working in partnership with two colleagues and the internal Global Performance and Risk department. Conducted comprehensive statistical analyses, identified opportunities to enhance value proposition in the retail and institutional channels, and presented findings to senior management and investment teams.
  • Invesco
    Quantitative Analyst
    Invesco 2001 - 2004
    Atlanta, Ga, Us
    Provided support to investment teams managing global, international, and emerging markets equity portfolios, which included operating and maintaining in-house quantitative model and performance reporting.* Conducted performance reporting for client portfolios and benchmarks, attribution reports, and other portfolio analyses using Factset, Vestek, and Barra systems. * Operated and maintained in-house investment model including calculating scores, collecting, verifying and adjusting annual financial data, and back-testing.
  • Invesco
    Senior Portfolio Administrator
    Invesco 2000 - 2001
    Atlanta, Ga, Us
    Operational support for investment team. Resolved trade/settlement issues, maintained custodian relationships, calculated daily investable cash, assisted in pricing of securities for the funds, and maintained fund accounting systems.
  • Jennings, Ryan & Kolb
    Accounting Manager And Corporate Administrator
    Jennings, Ryan & Kolb 1993 - 1999
    Accounting Manager for health care consulting firm

Michelle L. Middleton, Cfa Skills

Equities Asset Management Portfolio Management Emerging Markets Investments Valuation Equity Research Bloomberg Investment Strategies Financial Analysis Investment Management Financial Markets Asset Allocation Equity Valuation Securities Financial Modeling Asset Managment

Michelle L. Middleton, Cfa Education Details

  • Georgia State University - J. Mack Robinson College Of Business
    Georgia State University - J. Mack Robinson College Of Business
    Finance
  • Georgia State University
    Georgia State University
    Finance

Frequently Asked Questions about Michelle L. Middleton, Cfa

What company does Michelle L. Middleton, Cfa work for?

Michelle L. Middleton, Cfa works for State Street Global Advisors

What is Michelle L. Middleton, Cfa's role at the current company?

Michelle L. Middleton, Cfa's current role is Vice President, Senior Equity Research Analyst at State Street Global Advisors.

What is Michelle L. Middleton, Cfa's email address?

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What is Michelle L. Middleton, Cfa's direct phone number?

Michelle L. Middleton, Cfa's direct phone number is +120370*****

What schools did Michelle L. Middleton, Cfa attend?

Michelle L. Middleton, Cfa attended Georgia State University - J. Mack Robinson College Of Business, Georgia State University.

What are some of Michelle L. Middleton, Cfa's interests?

Michelle L. Middleton, Cfa has interest in Photography, Travelling.

What skills is Michelle L. Middleton, Cfa known for?

Michelle L. Middleton, Cfa has skills like Equities, Asset Management, Portfolio Management, Emerging Markets, Investments, Valuation, Equity Research, Bloomberg, Investment Strategies, Financial Analysis, Investment Management, Financial Markets.

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