Invesco Investment Analyst - Global Equities in Atlanta, Georgia

Description

Position: Investment Analyst – Global Equities Location: Atlanta, GA

Duties

  • 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.

Qualifications

Minimum Requirements

  • 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.

#LI-DNI

IVZ47652

Job

Job: Investment Management

Primary Location: North America-United States-Georgia-Atlanta-1555 Peachtree St NE

Schedule: Full-time

Req ID: 21440