Experience

Watershed Dealer Services & Funds Management

• Associate Portfolio Manager

  • Jan 2013 - Present

  Responsible for executing trades on model portfolios across the client base and administration platforms. Clients are held on a managed discretionary account service primarily invested into SMA portfolios. Responsible for assisting in stock modelling and analysis. Administered strong customer relations directly with clients, providing individually tailored advice for actively managed investment solutions Ensure portfolio strategy is applied by monitoring and executing tactical changes, applying investment decisions and ensuring portfolio strategy is implemented correctly



West Hill Park School, Titchfield

• United Kingdom
• Primary and Secondary Education
• 1 - 100 Employee

• Gap Student

  • Jan 2010 - Dec 2010

  Participated in a GAP program, working in an English Prep school for 12 months Assisted in school care, providing a safe environment for a diverse student clientele. Assistant in the Maintenance and Sporting departments Participated in a GAP program, working in an English Prep school for 12 months Assisted in school care, providing a safe environment for a diverse student clientele. Assistant in the Maintenance and Sporting departments