Experience
Assistant Portfolio Manager — November 2024 – Present
- Direct portfolio rebalancing and fund selection reviews, ensuring alignment with the firm's model investment strategy.
- Managed a company-wide fee migration for HNW client accounts, including private clients, trusts and charities, reducing fee impact by 21%.
- Lead a fortnightly investment strategy meeting to drive tactical asset allocation decisions, communicating analysis on macroeconomic trends and fund research into actionable insights. Utilise FE Analytics for performance attribution and BITA for risk management within proprietary model portfolios.
Investment Managers Assistant — January 2024 – November 2024
- Enhanced KYC and suitability processes, reducing overdue reviews and ensuring regulatory compliance. Streamlined internal procedures using automation tools (VBA, Power Query).
Finance Assistant
- Optimised accounts receivable processes, achieving a 43% reduction in AR days within six months.
- Collaborated with cross-functional teams to develop and implement a three-year financial forecast.
Financial Analyst & Growth Manager
- Led the investment plan for a late-seed funding round, securing EIS Advanced Assurance and transitioning the company to a revenue-generating phase.
- Developed a five-year business plan and financial forecasts. Maintained accounts and presented cashflow and P&L reports to management.
Education
BSc Economics, Finance & International Business
- First Class Honours
- Modules: Statistics, Financial Markets, Risk Management, Corporate Finance
Skills
Technical: Excel, VBA, Power Query, Financial Modelling, Python (Pandas/NumPy), FactSet, FE Analytics, BITA
Investment: Tactical Asset Allocation, Fund Research, Performance Attribution, Discretionary Management, HNWI Client Service
Interests: Chess, Poker, Reading, Hiking, Classic Cinema, Portuguese (Beginner)