Trainee credit analyst

• Nov 2021 - Present

Senior Investment Associate

• Apr 2021 - Oct 2021

• Spearheaded investment strategy reviews for UK DB Pension Schemes, advice ranging from Journey Planning to Portfolio Construction through to Manager Selection• Member of the Credit research team, responsible for due diligence on new funds and monitoring our Green rated managers within the Credit universe• Designed, optimised and implemented LDI strategies• Delivered asset class training, strategy and manager selection advice to Trustees

Investment Associate

• Sep 2019 - Mar 2021

Analyst

• Sep 2017 - Aug 2018

• Analysed and valued client's investment portfolios as part of the firms Audit. Financial instruments included listed and OTC securities • Reviewed VaR methodologies with back-testing and analysed client's stress testing scenarios • Partook in the creation of a weekly market newsletter, outlining significant market movements and key developments within the week • Analysed and valued client's investment portfolios as part of the firms Audit. Financial instruments included listed and OTC securities • Reviewed VaR methodologies with back-testing and analysed client's stress testing scenarios • Partook in the creation of a weekly market newsletter, outlining significant market movements and key developments within the week

Financial Risk Intern

• Jun 2015 - Jun 2016

• Analysed write offs & recoveries for a ~$10bn mortgage and unsecured loan portfolio • Created monthly variance analysis pages for the finance review pack • Financial reporting for repossessed properties to HQ and external bodies • Involved in several reserve adequacy reviews to ensure reserving requirements were met During my period at Home Lending I received the following awards: • CFO Intern of the year 15/16 • 3 above and beyond awards • Analysed write offs & recoveries for a ~$10bn mortgage and unsecured loan portfolio • Created monthly variance analysis pages for the finance review pack • Financial reporting for repossessed properties to HQ and external bodies • Involved in several reserve adequacy reviews to ensure reserving requirements were met During my period at Home Lending I received the following awards: • CFO Intern of the year 15/16 • 3 above and beyond awards

Work experience

• Jun 2014 - Jun 2014

An insight into some of the companies operations, involving Structured Finance and Business and Planning. An insight into some of the companies operations, involving Structured Finance and Business and Planning.