Experience

Montanaro Asset Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Risk Analyst

  • Dec 2021 - Present



Brooks Macdonald

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Investment Risk Analyst

  • Oct 2020 - Nov 2021

  -Overseeing Multi-Assets and Fixed Income funds -Producing Morningstar reports for funds oversight -Built Liquidity monitoring template according to ESMA guidelines -Worked with an external company to set up fund rules monitoring -Overseeing Multi-Assets and Fixed Income funds -Producing Morningstar reports for funds oversight -Built Liquidity monitoring template according to ESMA guidelines -Worked with an external company to set up fund rules monitoring



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Global Portfolio Analytics & Design Analyst

  • May 2019 - Jun 2020

  -Examined the style, sector and country tilts of all active equity funds in the Asset Management arm of HSBC -Maximised risk-adjusted performance by directing relevant questions to experienced fund managers during the global governance meeting, looking at metrics including Tracking Errors, individual stock contribution to Stock specific risk and Active Share -Received training on the quantitative process behind the equity screen -Written monthly commentaries on macroeconomics and the wider market, as well as individual funds and their respective peer rankings -Utilised software including Bloomberg PORT and Style Analytics -Taken minutes for the governance meetings of various asset classes, including Equities, Fixed Income and Multi-asset Show less



Woodsford Consulting Ltd

• Financial Services
• 1 - 100 Employee

• Associate Consultant

  • Dec 2016 - May 2019

  -Advised on the trading of Fixed Income securities and monitor the credit and market risks. -Built a quantitative model to determine whether a bond is undervalued or overvalued. -Researched on Exchange Traded Funds (ETFs) liquidity and involved in the selection of ETFs. -Produced Excel financial models (NAV, DCF, DDM, EV/EBITDA, P/E, P/B) for Equity Valuation. -Produced a fund selection course for Chinese clients -Researched on the relative merits of holding sovereign bonds with different durations. -Traded securities of different asset classes, including futures, ETFs, bonds and equities. -Researched and adapted the Altman Z score model to evaluate the credit risks for a portfolio of Small and Medium-sized Enterprises (SMEs). -Used the Microsoft NAV software to report portfolio performance Show less



Citi

• United States
• Financial Services
• 700 & Above Employee

• Summer Intern

  • Jun 2014 - Aug 2014

  -Work-shadowed an experienced Financial Advisor. -Used Bloomberg Terminal and gained the Thomson Reuters Eikon certification with Distinction -Work-shadowed an experienced Financial Advisor. -Used Bloomberg Terminal and gained the Thomson Reuters Eikon certification with Distinction