Experience

WHEB

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior Analyst

  • Nov 2015 - Present

  WHEB is a specialist investor focused on the opportunities created by the global transition to more sustainable, resource efficient and energy efficient economies.As a senior analyst in the listed equities section I am analysing globally listed companies which fit in our investment universe of 9 sustainability themes: Clean Energy, Resource Efficiency, Environmental Services, Sustainable Transport, Water Management, Safety, Health, Well-Being, Education. WHEB is a specialist investor focused on the opportunities created by the global transition to more sustainable, resource efficient and energy efficient economies.As a senior analyst in the listed equities section I am analysing globally listed companies which fit in our investment universe of 9 sustainability themes: Clean Energy, Resource Efficiency, Environmental Services, Sustainable Transport, Water Management, Safety, Health, Well-Being, Education.



London, UK

• Private Investor

  • Oct 2010 - Oct 2015

  Pursuing finance/investing passion in order to broaden my understanding of sectors/industries and general market drivers. My decision for this temporary career move was driven by the expected disintegration of the European solar space (which has unfortunately happened), my interest to learn new financial skills and wish to spend time with my young children (now at nursery/pre-school).* Analysed and invested in European and US stocks and index-related instruments based on fundamental analysis* Built company models and analysed various industries (eg mining, consumer staples)* Applied VBA/Excel-skills to program automated data gathering and data analysis tools* Studying books on market/economic indicators and technical analysis in order to improve timing of investments and to understand influence of economic/political macro trends on stock performances* Understanding risk management requirements and using Excel-based tools for risk analysis* Following intensively financial market and company developments through company announcements, numerous financial websites, daily reading of FT and Bloomberg TV.



Macquarie Group

• Australia
• Financial Services
• 700 & Above Employee

• Senior Analyst (Associate Director) - Renewable Energy

  • Jul 2008 - Aug 2010

  Responsible for equity research coverage of the European solar energy field within Macquarie's Climate Change Mitigation Team. * Active coverage of European solar energy stocks including Wacker Chemie, SMA, REC, SolarWorld, Q-Cells, Phoenix Solar, Meyer Burger, and Centrotherm PV. Regular research output ranging from frequent flash notes to in-depth industry reports.* Established strong client relationships with 40-50 fund managing clients through regular phone contact, e-mails and 1-1 meetings. Excellent account reviews and strong votes from most serviced clients including Alliance Bernstein, Blackrock, Capital, Citadel, DWS, Fidelity, GLG, Henderson, Janus, Norges, Och Ziff, Pictet, RCM/Allianz, Schroders, T Rowe Price, TT International, UBS. * Recognised internally and externally for in-depth sector knowledge, analytical excellence and quality of financial models. Top internal reviews for quality of service to sales force* Strongly supported Macquarie's Capital Markets Team to generate primary business by sharing my expertise in frequent meetings, introducing solar contacts and presenting together for pitches* Key contributor to organisation and hosting of Macquarie's annual Alternative Energy Conference



Citi

• United States
• Financial Services
• 700 & Above Employee

• Senior Analyst (Vice President) - German Small/Midcap

  • Apr 2004 - Apr 2008

  German Small-Midcap equity research with emphasis on renewable energy and telecom/internet sectors.* Coverage universe included SolarWorld, Q-Cells, Centrotherm PV, CropEnergies, United Internet, Freenet, ADVA Optical Networking. * Built up Citigroup's presence in the solar energy field from the very beginning resulting in substantial commission contribution to the team's P&L and Citigroup being chosen for three solar company IPOs (Q-Cells in 2005, Centrotherm PV in 2007, SMA in 2008).* Lead analyst for IPOs of Q-Cells (2005), CropEnergies (2006), and Centrotherm PV (2007)* 2008 FT Starmine: Germany - Diversified Industrials #1 stock picker ; Europe - Industrials #2 earnings estimator & #3 stock picker* Awarded "Report of the month" in 2005 for “Solar Power – Rise of a new power generation” report* Strong, personal contacts to top management and IR teams of covered companies* Participation and presentations in key industry conferences (Intersolar, Photon, EU PVSEC)* Contributed strongly to the organisation of Citigroup's annual Small/Midcap conference

• Equity Research Analyst - European Telecoms

  • Oct 2000 - Mar 2004

  Junior analyst within the European mobile telecoms team* Lead analyst on smaller mobile telecom stocks such as Mobilcom, Elisa and Mobistar. Support analyst for larger mobile telecoms companies such as O2 and Vodafone.* Serviced clients on entire European telecoms space.* Designed and maintained telecoms team's valuation comparison sheet



Citi

• United States
• Financial Services
• 700 & Above Employee

• Intern

  • 1999 - 1999

  * Developed VB-macro driven European telecom ownership map in Excel and researched all data inputs* Worked on valuation approaches for internet space * Developed VB-macro driven European telecom ownership map in Excel and researched all data inputs* Worked on valuation approaches for internet space