Experience

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  AIMSE Europe Limited

  • United Kingdom
  • Financial Services
  • 1 - 100 Employee

  • Non Executive Board Member/Treasurer

    • Feb 2023 - Present

  • Member of Advisory Council

    • Jan 2021 - Feb 2023

    Member of the AIMSE Europe Council providing guidance, support and interaction across the buy-side industry, to deliver the latest educational thinking, collateral and events to asset management sales professionals

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  Natixis Investment Managers

  • United States
  • Financial Services
  • 700 & Above Employee

  • Director - Head of UK Corporate DB and Insurance

    • Jan 2022 - Present

  • Director, UK Institutional

    • Jan 2020 - Feb 2022

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  Belsize Park RFC

  • United Kingdom
  • Spectator Sports
  • 1 - 100 Employee

  • Director of Rugby

    • May 2022 - Present

  • Coach

    • Nov 2012 - May 2022

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  Western Asset Management

  • London

  • Head of UK Institutional Sales

    • Oct 2018 - Dec 2019
    • London

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  Legal & General Investment Management

  • United Kingdom
  • Financial Services
  • 700 & Above Employee

  • Client Director

    • Jan 2016 - Oct 2018

  • Senior LDI Client Relationship Executive

    • Oct 2012 - Jan 2016

    Manage the day-to-day relationship for a portfolio of LDI based clients with the aim of providing a high level of service to clients and expanding the business generated from these clientsTake into account my clients future needs, answering complex queries whilst identifying business opportunities. Contribute towards given targets for retention and, where appropriate, for new business generation.Project manage the take on and implementation of derivative based strategies for strategic pension fund clients including liaising with the solutions group, legal, operations and other account managers as appropriate.Maintain a thorough understanding of LGIM products, brand, services and competitors in the market along with a strong knowledge of current market conditions for discussion with clients and consultants.

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  Mesirow Financial - Mesirow Advanced Strategies

  • Associate

    • Jan 2012 - Nov 2012

    Client Relationship Team (EMEA) Currently I am working with the Europe/Middle East/Africa (EMEA) Client Relationship Team to execute the group's client coverage efforts, both for prospective as well as existing client relationships within the EMEA region. My primary responsibility is to support new business development efforts within the EMEA region by assisting the lead CMT individual with co-coordinating timely and culturally bespoke RFP's for sophisticated EMEA prospects. Working with internal departments, I create prospect presentations as needed, and in particular, any uniquely tailored client proposals. I am also involved in the organising and attendance to client, prospect and consultant meetings.My involvement with existing clients is to gather, organise and report a variety of information and data in regards to each investment. I ensure that there is a high level of accuracy, completeness and responsiveness with all reporting performed by both the EMEA and NA teams for existing EMEA clients. I am also responsible for producing non-standard reporting packages for our more sophisticated clients that are not supported by the Client Reporting Team in North America.

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  J.P. Morgan

  • United States
  • Financial Services
  • 700 & Above Employee

  • Analyst

    • May 2011 - Dec 2011

    Marketing Assistant within Equity Derivatives (French/Italian Sales Desk)I previously worked on the French and Italian Sales desk within the Equity Derivatives Group, assisting the marketers with the issuance and maintenance of all JPM issued products.The products ranged from vanilla products, to complex structured products featuring a range of options such as Knock Outs, Knock Ins, Puts/Calls etc. I was involved closely with the creation of the products, increasing my knowledge of how certain notes/warrants function and the benefits/downfalls that may arise with fluctuations in the market.As well as assisting with the creation of the trades, I was also the main point of contact for any client queries with regards to the products sold by the desk. These queries ranged from such things as confirming terms and conditions of the products sold, to calculating the pay offs based on complex calculations referencing several underlying samples. To carry out such tasks I regularly used Bloomberg, increasing my familiarity with the system.,As well as learning the role, I successfully learnt and migrated a settlement fails role from another team into the equity derivatives marketing assistant team for all sales desks increasing the efficiency of the process.

  • Analyst

    • Apr 2010 - May 2011

    Lifecycle Team Equity Derivatives Part of a team responsible for handling and communicating lifecycle events on EMEA-marketed retail structured products across all asset classes to comply with Issuer obligations, Exchange regulations and as a calculation agent function.Due to the nature of this role I was constantly exposed to all the levels within Equity Derivatives Group and have gained a thorough knowledge of the bank from back to front office. Dealing with both the trading side and sales side within Front office, gaining an insight into their day to day trading and marketing activities.Through the role, I gained a thorough understanding of how products such as rainbow KOs, Knock Ins, Down and Outs etc, functioned and the consequences that resulted from certain breaches and redemption payments. I was also responsible for reporting and adjusting underlying stocks for any corporate actions that occurred, having a direct effect on the price or the products sold.