Ben Kelly, Chartered MCSI

Senior Analyst (Global Convertible Bonds) at QUAERO CAPITAL
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Contact Information
us****@****om
(386) 825-5501
Location
UK

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Experience

    • Switzerland
    • Investment Management
    • 1 - 100 Employee
    • Senior Analyst (Global Convertible Bonds)
      • 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

    • United Kingdom
    • Investment Management
    • 700 & Above Employee
    • Equity Research Associate (UK Equities)
      • Jan 2019 - Dec 2021

      London, United Kingdom Generalist, UK Equities.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Analyst
      • Jul 2017 - Dec 2018

      London, United Kingdom

    • United States
    • Financial Services
    • 700 & Above Employee
    • Analyst
      • May 2016 - Jul 2017

      London, United Kingdom Contractor at Barings.

    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Research Assistant
      • Nov 2013 - Apr 2016

      Chichester, United Kingdom

Education

  • CFA Institute
    CFA Level Two
    2021 - 2022
  • CFA Institute
    Investment Management Certificate (IMC), Finance, General
    2015 - 2016
  • Chartered Institute for Securities and Investment
    IOC, Investments and Securities
    2015 - 2015
  • Chichester College
    A levels, Business, Economics, Information Technology, Computing
    2010 - 2013
  • Westergate Community School
    2004 - 2009

Community

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