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To secure a position with a well established organization with a stable environment that will lead to a strong career in finance with opportunities of personal and a clear career development path. A high performing individual demonstrating drive, initiative and enthusiasm with the ability to work under pressure. Consistently delivering quickly and accurately and able to prioritize to ensure deadlines are met whilst maintaining high standard of analysis and insight. A proven ability to improve existing processes and systems and possessing excellent communication skills to communicate professionally with clients and colleagues on detailed financial issues. Experience of team management and working as part of a team within a fast paced environment in the financial services industry dealing with clients, analysts and management.
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- Part of a team working on the quantitative and qualitative analysis of funds and fund managers
- Advise IFA's, wealth managers and global fund selectors on investment ideas for their portfolios.
- Specialism in Equity Income, Bonds Sterling and High Yield, Emerging and Global Equities
- Worked directly with CEO to implement a new quant analysis screening system of fund managers
- Editorial content ranging from research reports to fund manager interviews
- Effective communication of new investment ideas through online videos and client presentations
- Active in round table debates and events for analyst opinions.
- Co-managed a team of five delivering products across 35 different countries
- Development of systems and procedures to improve the quality and efficiency with which client information is produced.
- Managed processes from data analysis through to client reporting.
- Trained, coached, supervised and evaluated team members.
- Developed training manual for new staff to ease transition for new employees.
- Planned and executed the migration of work from one department into another
- Client retention- worked closely with product development team and resolved problems and established strong client relationships
- Initiated and led the Citywire 1000 project that ran for 4 months. Formulated and executed the project with the CEO.
- Worked in the sales department within a team responsible for advertising revenue generation for Citywire's flagship publication- New Model Adviser Magazine.
- Increased revenue by 500k.
- Responsible for over 50 clients within the asset management industry comprising of the main multinational investment management firms in the fund management industry.
- Face to Face Meetings introducing new concepts to clients
- Managing existing clients needs with emphasis of repeat business.
- Lead sales person on the Food technology website and responsible for new business development.
- Involved in the development and launch of a Pharmaceutical print title.
CFA Institute - London,
Chartered Insurers Institute - London,
Imperial College London - London,
Queen Mary College - University of London - London,
Queen Mary College - University of London - London,
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School Attended
- CFA Institute
- Chartered Insurers Institute
- Imperial College London
- Queen Mary College - University of London
- Queen Mary College - University of London
Job Titles Held:
- SENIOR INVESTMENT ANALYST
- Senior Research Analyst & Deputy Head
- Account Manager
- Sales Executive
Degrees
- Investment Management Certificate (IMC)- Level 4
- Certificate in Financial Planning, CF2 - Investment and Risk
- Ph.D.
- Master of Science
- Bachelor of Science
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