Ben Kelly, Chartered MCSI
Senior Analyst (Global Convertible Bonds) at QUAERO CAPITAL- Claim this Profile
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Bio
Experience
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QUAERO CAPITAL
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Switzerland
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Investment Management
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1 - 100 Employee
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Senior Analyst (Global Convertible Bonds)
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Dec 2021 - Present
London, England, United Kingdom I joined QUAERO CAPITAL in mid-December 2021 as a senior analyst. I am currently working as a generalist covering all regions and sectors on its Global Convertible Bond fund. Responsible for researching global companies through bottom up, fundamental credit and equity research. I write 40-50 page in-depth investment rationales and build financial models (e.g. DCF, sum of the parts, dividend discount models and multiples models) for weekly presentation to the fund manager. Coverage of… Show more I joined QUAERO CAPITAL in mid-December 2021 as a senior analyst. I am currently working as a generalist covering all regions and sectors on its Global Convertible Bond fund. Responsible for researching global companies through bottom up, fundamental credit and equity research. I write 40-50 page in-depth investment rationales and build financial models (e.g. DCF, sum of the parts, dividend discount models and multiples models) for weekly presentation to the fund manager. Coverage of between 60-70 global names. QUAERO CAPITAL is an independent, specialist fund management firm which brings together independently minded investment managers who use original research to provide actively managed strategies for clients in the institutional and wholesale markets. Show less
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Charles Stanley & Co. Limited
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United Kingdom
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Investment Management
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700 & Above Employee
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Equity Research Associate (UK Equities)
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Jan 2019 - Dec 2021
London, United Kingdom Generalist, UK Equities.
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Aviva Investors
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United Kingdom
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Financial Services
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700 & Above Employee
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Analyst
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Jul 2017 - Dec 2018
London, United Kingdom
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Barings
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United States
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Financial Services
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700 & Above Employee
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Analyst
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May 2016 - Jul 2017
London, United Kingdom Contractor at Barings.
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Thesis Asset Management Limited
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United Kingdom
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Investment Management
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1 - 100 Employee
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Research Assistant
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Nov 2013 - Apr 2016
Chichester, United Kingdom
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Education
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CFA Institute
CFA Level Two -
CFA Institute
Investment Management Certificate (IMC), Finance, General -
Chartered Institute for Securities and Investment
IOC, Investments and Securities -
Chichester College
A levels, Business, Economics, Information Technology, Computing -
Westergate Community School