Experience

Barker Tatham Investment Consultants Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Investment Consultant

  • May 2021 - Present

  London, England, United Kingdom I am involved in making a real difference to pension schemes and manage a team to provide DB and DC schemes the key advice that smaller-sized pension schemes would need. Focusing on areas such as delivering strategy advice, clear investment monitoring and trustee training. Keen to discuss how we can help trustees better understand and manage their pension scheme’s investments.

• Junior Investment Consultant

  • Jun 2020 - May 2021

  London, England, United Kingdom - Monitoring pension schemes assets against changes in liabilities estimated using market movements and actuarial assumptions. - Leading the development and enhancement of the asset liability model (ALM) to provide tailored flexibility to pension schemes with unique positions and different objectives. - Modelling pension schemes' assets to analyse their expected returns and risk by taking different investment strategies. - Carrying out asset transfers aiming to implement the… Show more - Monitoring pension schemes assets against changes in liabilities estimated using market movements and actuarial assumptions. - Leading the development and enhancement of the asset liability model (ALM) to provide tailored flexibility to pension schemes with unique positions and different objectives. - Modelling pension schemes' assets to analyse their expected returns and risk by taking different investment strategies. - Carrying out asset transfers aiming to implement the recommended strategies for our clients efficiently. Liaising with fund managers, simplifying the process to clients and reducing risks such as out of market risk. - Researching new asset classes and assessing their feasibility for smaller DB pension schemes. - Researching fund managers across various asset classes.

• Senior Investment Analyst

  • Apr 2019 - Jun 2020

• Investment Analyst

  • Jan 2015 - Apr 2019

  London, United Kingdom



CTC Software

• United States
• Software Development
• 1 - 100 Employee

• Technical Support Analyst

  • Oct 2014 - Dec 2014

  Croydon, United Kingdom Managing and supporting the delivery of financial software, in particularly software to allow members to access a greater understanding of their DC pension. - Understanding financial products such as pensions in order to implement change in software. - Analyse VB6 code and write SQL queries to support clients with business functions. - Involved in individual as well as team projects to approach and solve problems.



Viking Investments Group, Inc.

• United States
• Investment Banking
• 1 - 100 Employee

• Summer Analyst

  • Jul 2013 - Sep 2013

  Shanghai City, China - Worked alongside CEO and maintained a business relationship with colleagues. - Became familiar Chinese business market for the growing of foreign companies. - Performed due diligence in the PIPE process for a pharmaceutical company. - Conducted market research and presented findings to the CEO. - Participated in an internet incubation project.



Qualo Properties

• Property Management Assistant

  • Jun 2008 - Sep 2012

  - Accounting and general paperwork including spreadsheet and database input. - General DIY and property redevelopment. - Advertisement - Monitoring Phone Calls - General ICT work



Kumon

• Mexico
• Automotive
• 1 - 100 Employee

• Kumon Instructing Assistant

  • Sep 2008 - Apr 2010

  Sutton, United Kingdom - Teamwork and communication. - Teaching maths and English. - Marking papers quickly and efficiently. - Customer service and a professional relationship with parents.



Omega Accountants

• United Kingdom
• Accounting
• 1 - 100 Employee

• Accountancy Work Experience

  • Nov 2007 - Nov 2007

  Croydon, United Kingdom - Under instruction from other accountants, summed receipt totals for various businesses. - Helping file and prepare paperwork. - Monitoring phone calls. - Working in an office both independently and with other accountants. - Became familiar with accountancy software and incorporating general ICT skills into work place.