Robbie Shepherdson

Investment Solutions Advisor at ProFin Partners
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, UK

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Credentials

  • Certificate in ESG Investing
    CFA UK
    Apr, 2021
    - Nov, 2024
  • Investment Management Certificate (IMC)
    CFA UK
    Aug, 2020
    - Nov, 2024

Experience

  • ProFin Partners
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Investment Solutions Advisor
      • Oct 2021 - Present

      - Provide specialist advice to clients on derivative and structured product solutions, and pitch bespoke investment opportunities to both current & prospective clients - Work with both international and UK-based firms on brokerage, discretionary and advisory mandates - Lead the firm’s sustainability offering, working with issuing banks on responsible investment opportunities - Provide specialist advice to clients on derivative and structured product solutions, and pitch bespoke investment opportunities to both current & prospective clients - Work with both international and UK-based firms on brokerage, discretionary and advisory mandates - Lead the firm’s sustainability offering, working with issuing banks on responsible investment opportunities

  • Scottish Hockey
    • United Kingdom
    • Spectator Sports
    • 1 - 100 Employee
    • International Hockey Player
      • Jan 2016 - Present

      - Competed in the Commonwealth Games, World & European competitions - Competed in the Commonwealth Games, World & European competitions

  • J.P. Morgan Private Bank
    • Financial Services
    • 700 & Above Employee
    • Analyst
      • Oct 2018 - Sep 2021

      - Supported portfolio managers and investors through in-depth knowledge of the investment life cycle on equities, exchange traded funds, mutual funds, bonds and currency exchange - Drove efficiency gains and risk reduction through automation & owned the groups reportable metrics - Worked closely with supervisory management to understand and advise on complex profit and loss calculations - Supported portfolio managers and investors through in-depth knowledge of the investment life cycle on equities, exchange traded funds, mutual funds, bonds and currency exchange - Drove efficiency gains and risk reduction through automation & owned the groups reportable metrics - Worked closely with supervisory management to understand and advise on complex profit and loss calculations

  • GE Oil & Gas
    • Oil and Gas
    • 1 - 100 Employee
    • Intern
      • Jul 2015 - Jul 2016

      - Part of the Subsea Services Global Operations team, supporting different sites around the world on business initiatives - Worked with cutting edge technology to enhance processes, pitching investment opportunities to management - Received Lean Six Sigma Green Belt training - Part of the Subsea Services Global Operations team, supporting different sites around the world on business initiatives - Worked with cutting edge technology to enhance processes, pitching investment opportunities to management - Received Lean Six Sigma Green Belt training

Education

  • Loughborough University
    Master of Engineering (MEng), Mechanical Engineering
    2013 - 2018
  • The Royal High School
    2007 - 2013

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