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Stephen Lumby

Investment Manager at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Universal Financing Ltd</span>
Intro Book
Seasoned investment professional with expertise in fund management, investment strategy, and financial analysis.
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Location
United Kingdom, GB
Languages
  • English Native or bilingual proficiency
  • German Professional working proficiency
Skills
  • Project Management
  • Funding
  • Funding Applications
  • Financial Accounting
  • Venture Capital
  • Show all
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Bio

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Stephen Lumby is a seasoned investment professional with over 16 years of experience in managing funds, developing investment strategies, and providing financial expertise. He holds a Master's degree in Investments and Securities from Columbia University and a Master's degree in Business Administration, Management and Operations from the University of Rochester. He is fluent in English and has professional working proficiency in German.

Experience

  • Universal Financing Ltd
    • London, United Kingdom
    • Investment Manager
      • Sep 2007 - Present
      • London, United Kingdom

      Universal Private Equity Ltd currently manages two master funds and several managed accounts utilizing fundamental research and bottom up analysis to identify investment opportunities in global markets, focused on compelling opportunities in some of the most out of favor countries and industries ...

  • Berkshire Hathaway
    • Omaha, Nebraska
    • Investment Analyst
      • Mar 2001 - Jun 2007
      • Omaha, Nebraska

      Under the guidance and tutelage of CEO Warren Buffet, the Oracle of Omaha,I served as member of Investment Policy Committee that set global investment themes and determined individual investment options for client’s portfolios. Held personal responsibility for structured products, emerging market...

  • Charles Schwab
    • California
    • Investment Banking Analyst
      • Jul 1996 - Jan 2001
      • California

      • Coordinated development and implementation of a strategy for decommissioning of legacy risk management and reporting system and transitioning to a single source of data aggregation and reporting for the entire bank globally as part of a firmwide Volcker rule compliance initiative• Oversaw deliv...

  • Citi
    • Albany, New York Area
    • Senior Associate
      • Feb 1989 - May 1994
      • Albany, New York Area

      • Managed team of 15 in development and implementation of enterprise-wide market and credit-risk-management system for Perez Companc, S.A., a multibillion-dollar Argentine energy conglomerate generating annual profits of $350 million (Perez was acquired by Petrobras in 2002 for $1 billion.) • Ove...

  • Bank of America Merrill Lynch
    • Rochester, New York Area
    • Junior Associate
      • Jan 1985 - Jan 1989
      • Rochester, New York Area

      Streamlined the daily and monthly reporting and risk aggregation procedures, reduced time needed to produce the documents from 3 hours to 30 minutes. Supported the trading desks with timely risk and scenario analysis.Created a comprehensive set of risk reports for multiple fixed income derivative...

Education

  • 1994 - 1996
    Columbia University in the City of New York
  • 1983 - 1985
    University of Rochester
  • 1979 - 1982
    New York University

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