Experience

Kames Capital

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Client Service Analyst

  • Aug 2015 - Apr 2016

  Edinburgh, United Kingdom - Duties included producing monthly reports showing performance and positioning of many funds, both institutional and retail. - Required liaising with many different internal terms, such as performance and client communications to acquire many sources of data which is then assembled with the keenest attention to detail in order to produce the fund reports.. - Dealing with client queries, both current and prospective. - Updating daily pricing data. - Regular workflow activities such… Show more - Duties included producing monthly reports showing performance and positioning of many funds, both institutional and retail. - Required liaising with many different internal terms, such as performance and client communications to acquire many sources of data which is then assembled with the keenest attention to detail in order to produce the fund reports.. - Dealing with client queries, both current and prospective. - Updating daily pricing data. - Regular workflow activities such as providing reports and data from other internal departments to the clients. - Recording trades and providing a link between clients and the internal dealing team, by producing dealing instructions and contract notes. - Updating a SLA for a major client. Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Box Office Manager

  • Sep 2013 - Sep 2014

  Edinburgh - Unit Trust “Box Management” within the Transfer Agency at BNY Mellon - Calculating Net creations or cancellations for Unit Trusts. - Updating latest cash flows and pricing for daily movements within funds.



Self employed

• Sole trader on financial makets

  • 2008 - 2012

  Edinburgh/London - Undertook financial market, macro and micro economic analysis and asset investor evaluations. - Employed technical analysis to gage market trends and developed chart patterns, as pertaining to investment in companies. Specifically regarding investment entry/ exit points. - Undertook due diligence and evaluation of company accounts. - Employed a variety of techniques and counterparty analytical and data modelling techniques and portfolio analysis.



abrdn

• United Kingdom
• Financial Services
• 700 & Above Employee

• Investment Analyst

  • Dec 2007 - Aug 2008

  Edinburgh, United Kingdom -An entry level analyst role working within the corporate real estate business division of the Asia markets decision. -Providing overall economic research I and analysis to support fund management in decision making processes in allocation of capital for investment. -Specialising in research of Asia, summarising economic indicators and property transaction news. -Contributed to investor presentations and monthly KPIs's. -Updated company data on the availability and investment… Show more -An entry level analyst role working within the corporate real estate business division of the Asia markets decision. -Providing overall economic research I and analysis to support fund management in decision making processes in allocation of capital for investment. -Specialising in research of Asia, summarising economic indicators and property transaction news. -Contributed to investor presentations and monthly KPIs's. -Updated company data on the availability and investment performance of commercial property in Asian markets. Show less