Invesco Investment Analyst - Global Equities in Atlanta, Georgia
Position: Investment Analyst – Global Equities Location: Atlanta, GA
Responsible for performing fundamental research and analysis on a range of companies and making investment recommendations on potential and existing investments in global markets.
Research to develop an in-depth knowledge of companies and industries in global markets.
Identify investment targets.
Perform fundamental research, analysis, and valuation on those companies.
Work with a research/analysis focus on European equities and other international equities
Write comprehensive research reports assimilating the work performed on the industry and company, and formulate an investment thesis and recommendation.
Follow-up companies in portfolio and on the watch list by meeting company management, traveling to visit businesses, and staying current with those companies’ operating activities.
Build and maintain quantitative financial models to aid in stock selection.
Aid in portfolio construction by balancing stock specific ideas with risk management to form a portfolio with the preferred risk/return characteristics.
Conduct management meetings with companies.
Must have Bachelor’s degree in Business, Economics, Finance or related field.
Must have 5 years’ of progressive experience in equity and/or investment analyst roles performing the following:
Performing fundamental research, analysis and valuation on a range of companies to identify investment targets and make investment recommendations on potential and existing investments in global markets.
Writing and presenting comprehensive research reports assimilating the work performed on the industry and company, and formulating an investment thesis and recommendation.
Building and maintaining quantitative financial models to aid in stock selection.
Assisting with portfolio construction by balancing stock specific ideas with risk management and following-up and staying current on companies in portfolio.
Using working knowledge in accounting to contribute to research and analysis.
Conducting management meetings with companies.
Must have 2 years of experience with:
Covering European equities and multiple publicly traded European companies with research/analysis focus on European equities and other international equities.
Adhering to and applying an investment philosophy that encompasses:
Long-term focus emphasizing a minimum investment horizon of over five years
Low turnover, portfolio turnover of less than 25% per year
Concentration and high conviction, less than 50 portfolio constituents and average weights in the 2% to 5% range
Generalist focus rather than sector specialization
Limiting investible universe to high quality businesses, as defined by high returns on capital, strong growth prospects, high free cash flow generation and protected by a sustainable competitive advantage
Purchasing high quality businesses according to the aforementioned definition at price levels less than or equal to estimated underlying value
Prioritizing quality elements over valuation considerations
Avoiding businesses that lack industry structure and earnings power visibility over at least a ten year horizon
Must have Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations
Must be available to participate in evening conference call every two weeks.
Must be available to travel to Europe approximately 3-4 weeks per year.
Send resume to: Donna Hutchison, Talent Acquisition Programs Manager, Invesco Group Services, Inc., 11 Greenway Plaza, Suite 1000, Houston, TX 77046.
Job: Investment Management
Primary Location: North America-United States-Georgia-Atlanta-1555 Peachtree St NE
Req ID: 21440