Tom Berry
Senior Associate, Portfolio Management & Research at Brockton Everlast- Claim this Profile
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Bio
Credentials
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Investment Management Certificate (IMC)
CFA UKMar, 2021- Nov, 2024
Experience
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Brockton Everlast
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United Kingdom
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Real Estate
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1 - 100 Employee
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Senior Associate, Portfolio Management & Research
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Nov 2021 - Present
Real Estate Private Equity, focussing on Life Sciences, Innovation, and Offices across the Cambridge-Oxford-London Arc. Fund Management, Portfolio Management & Strategic Investment Research. Real Estate Private Equity, focussing on Life Sciences, Innovation, and Offices across the Cambridge-Oxford-London Arc. Fund Management, Portfolio Management & Strategic Investment Research.
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Aviva Investors
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United Kingdom
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Financial Services
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700 & Above Employee
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Associate Director - European Real Assets Research & Strategy
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Nov 2020 - Nov 2021
Associate Director covering pan-European real assets, focussing on investment strategy and research (1-year maternity cover). Undertaking analysis and research to enable the business to make better investment decisions, ensuring integration of ESG fundamentals throughout the process. Worked across all major European markets, covering offices, logistics, residential, retail and alternatives. Had a particular focus on developing AI's pan-European logistics and residential investment strategies. This involved a top-down approach in order to ascertain appropriate sub-sectors within each sector, as well as cities and markets to focus on across Europe. Worked closely with all European fund managers in the development and implementation of strategies to manage risk while enhancing fund performance. I provided insight on key themes across the continent, as well as for the UK and globally. Show less
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CBRE
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United States
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Real Estate
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700 & Above Employee
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Senior Research Analyst
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Nov 2019 - Nov 2020
Market research and thought leadership in the UK & EMEA Retail, Industrial & Logistics team at CBREFounder and Chair of the Junior Research Strategy Group - focussed on innovating and improving research methods and business practicesProject managed and authored CBRE's flagship UK Retail Resilience Report, using a range of metrics to identify the cities, asset types and retail sectors that have remained resilient during the challenging retail environment.Helped increase the use of data visualisation techniques across CBRE, particularly the use of ArcGIS, Tableau and Alteryx. Show less
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Research Analyst
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Jan 2018 - Nov 2019
Research Analyst in CBRE’s Retail Research team. Particular interests in retail investor and occupier trends at a UK level, and in developing the geospatial provision of real estate data. Management of quarterly research outputs and data dissemination methods
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GlobalData Retail
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United Kingdom
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Information Services
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1 - 100 Employee
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Associate Analyst
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Oct 2016 - Jan 2018
As an associate analyst at GlobalData Retail (formerly Verdict Retail), I provided in-depth analysis and insight across a variety of retail sectors, channels and occasions. My main focus was the Food & Grocery sector. Responsibilities included: - Forecasting individual retailer and overall sector performance for the Food & Grocery market up to 2023, including revenues, profits and growth rates - Writing concise and timely trading updates when retailers released quarterly and yearly financial results - For which I was regularly quoted in The Guardian, BBC News and other media outlets - Forecasting economy-wide financial indicators such as inflation, GDP and the savings ratio up to 2023 - Creating and managing Tableau dashboards, and working with Alteryx platforms to produce actionable insight from complex datasets - Writing insightful, opinionated pieces on key issues impacting UK retail - Featured on BBC One’s Supermarket Secrets programme in July 2017 discussing the future of technology in supermarkets - Conducting interviews with journalists on the latest developments in the Food & Grocery market - Producing reports to investigate the key market trends, analyse the performance of major players and provide actionable recommendations for clients. - Providing analysis and insight for bespoke consultancy projects Show less
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Consumer Data Research Centre
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Leeds, United Kingdom
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GIS Analyst
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Sep 2015 - Dec 2015
I worked for three months as an analyst at the CDRC, working on The Urban Mobility and Movement Patterns driver project, focusing on the critical interrelationships between time and space and how this impacts on the local movement of people. This research examined movement patterns from a variety of consumer data sources (e.g mobile phone calls, social media posts, retail loyalty cards). The final report was published in the Association of American Geographers, where I was the lead author. Show less
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Co-op
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United Kingdom
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Retail
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700 & Above Employee
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Retail Research Masters Dissertation Competition 2015
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Jun 2015 - Sep 2015
As part of the Retail Research Masters Dissertation Competition, I successfully applied for a project sponsored by the Co-op which involved working at their headquarters in Manchester. In October 2015 I was awarded the runner-up prize for my completed thesis, which was published in The International Review of Retail, Distribution and Consumer Research. The project formed the basis of my dissertation which looked at how to gain a better understanding of transient store locations and what work place zone data can tell us about worker flows and worker demographics, therefore providing potential improvements to current location analysis and revenue prediction models. This has resulted in the ability to identify two potential new store locations in transient areas with high workplace populations. Through the analysis of worker flows and worker demographics, it has also been possible to recommend key product areas for each store. My work involved close collaboration with the Co-op's Location Analysis Team, analysing the company's extensive store data. Upon completion of this project I presented my findings at the Annual Demographics User Group Conference at the Royal Society, London. Show less
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Masters Work-Based Project
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Jan 2015 - Jun 2015
As part of the Work-Based Project module for my master’s degree, I worked with the Location Planning team to develop a geodemographic classification of Chinese cities using K-means clustering techniques. As part of the Work-Based Project module for my master’s degree, I worked with the Location Planning team to develop a geodemographic classification of Chinese cities using K-means clustering techniques.
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Geoplan Spatial Intelligence Ltd
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Harrogate, United Kingdom
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GIS Analyst (Summer Intern)
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Jul 2014 - Sep 2014
As a GIS Analyst, this paid internship provided me with the opportunity to harness the skills learnt in my undergraduate degree. I was part of the team producing a range of bespoke analytical products and services for clients across the globe, using all forms of GIS As a GIS Analyst, this paid internship provided me with the opportunity to harness the skills learnt in my undergraduate degree. I was part of the team producing a range of bespoke analytical products and services for clients across the globe, using all forms of GIS
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Education
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2020 - 2021
Investment Management Certificate (IMC)
Investment Management Certificate (IMC), Investments and Securities -
2014 - 2015
University of Leeds
MSc Geographical Information Science (GIS), Pass with Distinction -
2011 - 2014
University of Leeds
BA Human Geography, Graduated with an Upper second-class honours (2:1) -
2005 - 2011
Trinity School
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