Experience

LinkedTrade

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Business Annalyst and Product Manager

  • Mar 2022 - Present



Quilter

• United Kingdom
• Financial Services
• 700 & Above Employee

• Structured Solutions Specialist

  • Oct 2018 - Nov 2021

  Work alongside the HoD to develop and implement customized financial solutions including derivative based structured products and funds. - Develop client relationships with international advisers and sales to offer bespoke structured products informed by market conditions, economic trends and clients’ profile, delivering competitive returns. Up to £200,000 revenue generated per annum. - Develop internal VBA tools to efficiently manage and communicate the performance of structured products, proactively generate new business, and to assess external suppliers’ risk exposure. - Implement controls on third-party structured products to comply with Quilter standards and compliance, and to ensure clients' best interests. Achieved no complain target. - Champion group's investment solution, Quilter Compass Portfolios as well as researched range through investment proposals. 6 projects including an £8M switch into internal multi-assets solutions. - Manage Quilter International investment-related tools: asset allocation builder, risk profiling tool, rebalancing. - Join Investment Committee to report on strategy and clients' outcomes (controlling the performance, fees and suitability). Successfully conducted investment proposal review to maintain high quality standards, reducing number of poor performing funds with high fees.



Bloomberg

• United States
• Financial Services
• 700 & Above Employee

• Quantitative Developer

  • Feb 2018 - Sep 2018

  Joined Desktop Build Group covering UK & Ireland. Sales support function to maximize revenue. Worked closely with Bloomberg clients to assist them to implement quantitative investment strategies and research. - Created B2B tools in partnerships with the account management team to show case solutions & tools. Successfully contributed to competitor's displacement for 10 terminals. - Promoted Bloomberg Query Language (BQL) to clients. Built professional relationship with key accounts. - Liaised between client, product development teams and R&D to push internally for enhancements or fixed to the APIs. - Managed XLTP spreadsheets.



BNP Paribas Wealth Management

• France
• Banking
• 700 & Above Employee

• Client Investment Specialist

  • Jul 2014 - Jan 2018

  Managed HNW and UHNW advisory portfolios to deliver return on investments in line with clients' risk profile. - Constructed tailor-made mandate solutions for prospective and existing clients (mainly HNW and UHNW) based on market opportunities and in-house strategy. Portfolios from £4m to £80m. - Performed 60 semi-annual portfolio reviews to deliver dynamic solutions, assess suitability, demonstrate performance and rebalance accordingly to internal Research views. - Designed fined-tuned structured product proposals in line with investment themes from Research for highly sophisticated clients. Up to £60m traded per year. - Engaged with both internal sales teams (Europe, CEEMA and India) and specialist service providers (fund managers, private equity offering team, equity research team, etc.) aiding in increasing client service levels. - Produced strategic and marketing materials presented at the commercial weekly meeting.



Nfinance Securities

• Région de Paris, France

• Sales Trader

  • Dec 2012 - Jun 2013

  - Established commercial relationship with fund manager to develop KPIs. - Prospected new clients to develop portfolio. - Executed buy and sell transactions for customers. - Established commercial relationship with fund manager to develop KPIs. - Prospected new clients to develop portfolio. - Executed buy and sell transactions for customers.



BNP Paribas Wealth Management

• France
• Banking
• 700 & Above Employee

• Advisory and Portfolio Manager Intern

  • Aug 2011 - Jul 2012

  - Assisted the Advisory desk in building investment proposals. - Assisted Advisory desk promoting structured products. - Controlled and aligned discretionary portfolios within internal asset allocation threshold. - Assisted the Advisory desk in building investment proposals. - Assisted Advisory desk promoting structured products. - Controlled and aligned discretionary portfolios within internal asset allocation threshold.