Michelle L. Middleton, Cfa work email
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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
State Street Global Advisors
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Vice President, Senior Equity Research AnalystState Street Global Advisors Jul 2016 - Present
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Senior Analyst, Public Equities (Emerging Mkts - Emea Region)Ge Asset Management Jul 2014 - Jun 2016
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Portfolio Manager/Senior Equity AnalystInvesco 2004 - 2014Atlanta, Ga, UsPortfolio 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. -
Quantitative AnalystInvesco 2001 - 2004Atlanta, Ga, UsProvided 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. -
Senior Portfolio AdministratorInvesco 2000 - 2001Atlanta, Ga, UsOperational 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. -
Accounting Manager And Corporate AdministratorJennings, Ryan & Kolb 1993 - 1999Accounting Manager for health care consulting firm
Michelle L. Middleton, Cfa Skills
Michelle L. Middleton, Cfa Education Details
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Georgia State University - J. Mack Robinson College Of BusinessFinance -
Georgia State UniversityFinance
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?
Michelle L. Middleton, Cfa's email address is wr****@****hoo.com
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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