Equity Research Associate

• Oct 2022 - Present

Senior Investment Associate

• Jul 2020 - Aug 2021

Member of the EMEA multi-asset investment team at CA, where I have worked directly with a range of clients including sovereign wealth funds, corporates, endowments, and family offices. Key responsibilities included:- Creating new investment ideas for client portfolios using market valuations, that led to outperformance- Investment research projects on new products in public and private equity, real estate, and trade finance that led to client investment in these opportunities. Project work included reviewing past deals and models- Building capital market expectations and niche asset class assumptions to be utilized in modelling client portfolio risk and return profiles, including scenario analysis- Creating pitches with custom modelling and portfolio recommendations to potential clients, leading to new assets under advisement of over $500 million for the team Show less

Investment Associate

• Jan 2019 - Jul 2020

Investment Analyst

• Aug 2017 - Jan 2019

Trader

• Jun 2016 - Aug 2016

Observed and assisted the trading desk of a global macro hedge fund by helping book trades, monitor the news wire, track custom benchmarks and clear trades post-execution Produced morning news digests and reported any breakouts overnight in the APAC sessions Conducted roll analysis and ad-hoc PnL breakdowns with a focus on the VWAP of the day Completed various ad-hoc projects including: helping produce a new database in SQL, opening volume analysis and transaction costs analysis Show less

Institutional Client Group

• Jun 2015 - Jun 2016

Led and assisted various business development (RFP) pitches under strict deadlines for strategic mandates of up to £1 billion across all asset classes. Managed projects on a variety of asset classes and products which included working alongside and cultivating relationships with Fund Managers, Strategists and Product Specialists. Helped build up the retail platform of the team to widen the projects that were undertaken and ultimately increased flow into firm products. Led and assisted various business development (RFP) pitches under strict deadlines for strategic mandates of up to £1 billion across all asset classes. Managed projects on a variety of asset classes and products which included working alongside and cultivating relationships with Fund Managers, Strategists and Product Specialists. Helped build up the retail platform of the team to widen the projects that were undertaken and ultimately increased flow into firm products.