Experience

• 

  Generate Alpha Ltd

  • London, United Kingdom

  • Director and Owner

    • Dec 2015 - Aug 2018
    • London, United Kingdom

    Generate Alpha is a consultancy company that provides services in investing, fintech and business strategy. The consultancy services provided by Generate Alpha Ltd include but are not limited to robo-advice, portfolio management, ETFs, asset allocation, model portfolios, quantitative finance, start-ups, building investment strategies, systems products and teams from the ground up.

• 

  Tiller Investments Ltd

  • London, United Kingdom

  • Head of Quantitative Investments

    • Jan 2018 - Jun 2018
    • London, United Kingdom

    Tiller, then in stealth mode, was a new UK-based robo-advisor using a blend of quantitative and fundamental investing strategies. I designed the roadmap and delivered the foundations for the quantitative strategies.

• 

  Huddlestock

  • London, United Kingdom

  • Chief Strategy Officer (consultancy)

    • Oct 2016 - Jun 2017
    • London, United Kingdom

    Huddlestock is a disruptive fintech start-up platform that makes hedge fund investment strategies available to retail investors. As CSO, I recommended business strategy, executed setting up of the company in UK, prepared investment grant proposals, did business development and designed investment strategies. This was a consultancy position through Generate Alpha Ltd.

• 

  Copia Capital Management

  • United Kingdom
  • Investment Management
  • 1 - 100 Employee

  • Investment Consultant

    • Dec 2015 - Jul 2016

    I served as a part-time Investment Consultant for Copia while ongoing recruitment was pursued to replace me in my permanent position as Head of Investment, which I had resigned from in November 2015 to set up my consultancy company Generate Alpha Ltd. This was two years after the launch of the flagship portfolios, with AUM having reached £55 million from scratch and a successful 2-year live performance track record that outperformed comparators over all model portfolios.

  • Head of Investments

    • Aug 2013 - Dec 2015

    I was hired to set up the investment business from the ground up (the proposition, the investment strategies, the systems) using some of the in-house capabilities of Novia. I was responsible for managing clients’ money and overall running of the business unit. My role involved designing the flagship product (risk-rated model portfolios which are managed using a quantitative investment strategy, using ETFs and passive funds), asset allocation, running clients’ money invested in those strategies well as promoting the business through media channels, conducting fund due diligence, client presentations, writing marketing, overall running of the business unit.• Designed the investment proposition of the DFM. • Hired and managed team of quantitative analysts.• Selected investment universe of ETFs and passive funds. Conducted fund due diligence, meeting with fund providers.• Designed, backtested and implemented flagship investment strategies. Selected feasible data providers and seamlessly integrated into systems.• All model portfolios beat their benchmarks over the 2 years I was managing them.• Assets Under Management increased from 0 to £ 52 million in 18 months.• Worked with the Marketing team, wrote marketing materials.• Worked with the PR team. Gave interviews and wrote articles which were published in industry media. Spoke at industry panels.• Worked with the Sales team. Attended client meetings. Made presentations to Board and clients.• Worked with the Compliance team to ensure regulatory compliance. Became CF30.• FCA Approved Person for the company. Member of Investment Committee.

• 

  Nutmeg

  • London

  • Portfolio Manager

    • May 2011 - Dec 2012
    • London

    (UK’s first robo-adviser, VC backed start-up, bought by JPMorgan in 2021) As the sixth employee and the first investment professional of this start-up, I designed and set up Nutmeg's investment systems from the ground up. Designed, built and traded long-only, multi-asset, monthly rebalanced model portfolios composed of ETFs. Portfolios ran live successfully as of April 2012.• Designed investment strategies for and managed multi-asset, optimised model portfolios of ETFs. • Became FSA approved person (CF30). Qualified for CISI Investment Advice Diploma.• Selected the investment universe of ETFs, did due diligence with ETF providers.• Member of the Asset Allocation Committee.• Managed 3 quantitative analysts.• Designed and implemented behavioural suitability and affordability assessment algorithms for clients.• Presented investment approach to existing and potential stakeholders and HNW clients.• Collaborated with high-profile academic and industry-based advisors for designing investment systems.• Wrote regular blogs on website and held seminars to educate and update the multi-disciplinary team on investments. • Due diligence with data providers. Selected a feasible data provider and integrated their feed into the proprietary trading systems. Wrote software algorithms for designed investment strategies. Seamlessly integrated the these with financial data feed and Nutmeg's automatic trading systems.

• 

  Fidelity International

  • London, United Kingdom

  • Quantitative Developer (contract)

    • Mar 2010 - Dec 2010
    • London, United Kingdom

    * Working closely with the portfolio managers and business team, developed quantitative alpha-generation models for equities in Matlab. * Developed customised solutions for portfolio managers in Matlab in line with their specific styles.

• 

  IKOS

  • London, United Kingdom

  • Quantitative Analyst

    • Feb 2007 - Jan 2009
    • London, United Kingdom

    Statistical arbitrage quantitative hedge fund.* Designed long-short, market-neutral alpha generation models for equities in three major universes (US, Europe, Japan) achieving high Sharpe ratios. * Designed portfolio optimisation strategies for market-neutral portfolios taking into account various style and trading constraints.* Modelled portfolio risk for the futures and commodity portfolios using fat-tailed distributions and copulas.

• 

  Delphi

  • Team Leader, Principal Systems Engineer (UK)

    • 2004 - 2007

    Global automotive engineering company. Led a team of 4 PhDs. Designed, implemented and coordinated delivery of two long-term projects between international teams in Germany, India and UK. Made presentations to clients and management. Filed for and was granted 2 patents.

• 

  Beptech - REDgrid

  • United Kingdom

  • Controls and Simulation Engineer

    • 2002 - 2004
    • United Kingdom

    (A start-up company developing a new real-time distributed multi-processing computing platform)Designed algorithms, demos and presentations for new product and delivered at international trade shows and client meetings.