Experience

Panmure Gordon

• United Kingdom
• Investment Banking
• 100 - 200 Employee

• Investment Funds Corporate Finance Associate

  • Jun 2021 - Present

  London, England, United Kingdom



Barings

• United States
• Financial Services
• 700 & Above Employee

• Product Structuring and Development Analyst

  • Dec 2019 - Jun 2021

  London, United Kingdom • Sole responsibility for the UK-domiciled fund range, supporting the ongoing product lifecycle of European and Asian equity funds • Performed portfolio and financial analysis, assessing fund and individual company performance, to provide investment strategy recommendations to internal stakeholders • Assisted in the preparation and circulation of a monthly Equity Markets Fund Update, which explores fund specific contributors, detractors and general market trends • Responsible for… Show more • Sole responsibility for the UK-domiciled fund range, supporting the ongoing product lifecycle of European and Asian equity funds • Performed portfolio and financial analysis, assessing fund and individual company performance, to provide investment strategy recommendations to internal stakeholders • Assisted in the preparation and circulation of a monthly Equity Markets Fund Update, which explores fund specific contributors, detractors and general market trends • Responsible for creating and updating key fund documentation; including Prospectuses, Key Investor Information Documents (KIIDs) and Factsheets • Responsible for integrating the Sustainable Finance Disclosure Regulation (SFDR) into investment policies and strategies, including promoting ESG characteristics • Successfully led the 2020 UK Value Assessment, a report on how the Barings UK funds provide value to investors • Experienced with cross-collaboration and knowledge sharing, building strong rapports with key stakeholders including Investment specialists, Sales, Operations and Risk teams • Prepared and presented proposals for fund launches / changes / closures to the Board of Directors, conducting qualitative and quantitative analysis • Use of MS Excel on a regular basis, for financial modelling and analysis of large data sets • Engaged in regular client meetings to provide fund updates and outline new product initiatives Show less



KPMG UK

• United Kingdom
• Accounting
• 700 & Above Employee

• Financial Services Audit Assistant Manager

  • Jul 2015 - Dec 2019

  London • Performed external audit and financial risk advisory services for asset management clients including Ashmore plc, Charles Stanley plc, Bank of New York Mellon and Winton Capital • Project managed teams of up to 6 people on multiple audit engagements • Worked in client facing role with experience presenting to external and internal senior management • Provided expertise on accounting policy frameworks during the restructuring and managed separation of a business • Performed… Show more • Performed external audit and financial risk advisory services for asset management clients including Ashmore plc, Charles Stanley plc, Bank of New York Mellon and Winton Capital • Project managed teams of up to 6 people on multiple audit engagements • Worked in client facing role with experience presenting to external and internal senior management • Provided expertise on accounting policy frameworks during the restructuring and managed separation of a business • Performed in-depth risk analysis of companies (sensitivity analysis, forecasting and DCF modelling), providing solution-based recommendations to clients • Experience with automating manual MS Excel tasks using macros

• McLaren Alliance Project

  • Oct 2016 - Dec 2016

  London • Worked as part of a consulting team in collaboration with McLaren Applied Technologies, using predictive analytics and statistical analysis to increase the efficiency of audits • Presented findings to senior management, providing recommendations on how to improve the quality and efficiency of audits