Analyst

• Aug 2022 - Present

Associate Portfolio Manager

• Jan 2022 - Aug 2022

Intern

• Jul 2021 - Dec 2021

Head of Income Fund

• Sep 2019 - Jul 2020

Responsible for the day to day running of the fund with £130,000 AUM. My duties include managing a team of 6 analysts and writing quarterly reports on the performance of the fund. Our aim is to raise money for the Archaeology Department’s Bursaries Scheme. Over a 3 month period, my investment in Dairy Crest achieved a 38% return. Other investments include: HarbourVest Global Private Equity, First State Asia Focus Fund Responsible for the day to day running of the fund with £130,000 AUM. My duties include managing a team of 6 analysts and writing quarterly reports on the performance of the fund. Our aim is to raise money for the Archaeology Department’s Bursaries Scheme. Over a 3 month period, my investment in Dairy Crest achieved a 38% return. Other investments include: HarbourVest Global Private Equity, First State Asia Focus Fund

Summer Intern

• Jul 2019 - Aug 2019

Created a database in Xero which highlighted areas of profitability and identified areas which could be made more profitable. Additionally, I shadowed a financial planner, learning about cash flow analysis for clients using Voyant system, participated in client meetings, discussed investment philosophy for private clients with a wealth manager, gained proficiency in using Salesforce and learned about the risk profiling of clients using FinaMetrica. Created a database in Xero which highlighted areas of profitability and identified areas which could be made more profitable. Additionally, I shadowed a financial planner, learning about cash flow analysis for clients using Voyant system, participated in client meetings, discussed investment philosophy for private clients with a wealth manager, gained proficiency in using Salesforce and learned about the risk profiling of clients using FinaMetrica.

Factory Worker

• Jul 2018 - Aug 2018

Packing worker for Soap&Glory and Soltan products Packing worker for Soap&Glory and Soltan products

Work Experience

• Jun 2018 - Jun 2018

(acquired by Rothschild) Completed a project which researched the business models of European-based long-only equity investors. My work was used to help clients target prospective investors. Whilst here, I also shadowed IR directors, attended a private equity client conference listening to an Investment Director’s outlook and economist Roger Bootle’s macroeconomic forecasts, participated in client meetings with UK listed companies, discussed IR and investment philosophy with the CEO and attended Bloomberg training sessions. Show less

Work Experience

• Sep 2017 - Sep 2017

Constructed fund portfolios for investors with varying risk appetites and presented them to the CIO. Shadowed the CIO, learning about portfolio construction for different risk appetites and participated in buy-side meetings with external fund managers. Constructed fund portfolios for investors with varying risk appetites and presented them to the CIO. Shadowed the CIO, learning about portfolio construction for different risk appetites and participated in buy-side meetings with external fund managers.

Work Experience

• Jun 2015 - Jun 2015

Learned about turnkey operations and attended meetings with the Chairman and Engineering Manager. Designed products for a British Rail train spray booth which went on to be used in the manufacturing stage. Learned about turnkey operations and attended meetings with the Chairman and Engineering Manager. Designed products for a British Rail train spray booth which went on to be used in the manufacturing stage.

Work Experience

• Apr 2014 - Apr 2014

Shadowed members of the Global Emerging Markets Equities desk. Attended presentations on the competitive environment of the fund management industry. Gave a presentation to various heads of departments on investment strategy. Shadowed members of the Global Emerging Markets Equities desk. Attended presentations on the competitive environment of the fund management industry. Gave a presentation to various heads of departments on investment strategy.