Christopher Daniel King

Senior Investment Professional with over 25 years of experience across institutional asset management, including direct portfolio management responsibility for £8bn in assets under management. Expertise spans asset allocation optimization, cash management, risk mitigation, and trade execution across multi-asset class strategies. Demonstrated ability to identify market opportunities through integrated technical and fundamental analysis, contributing measurable performance enhancement to the large-scale institutional portfolios.

Proven track record of collaborating effectively with investment teams, research analysts, and trading desks to implement tactical positioning strategies. Strong operational capabilities in managing daily cash flows, currency hedging, and trade execution, with advanced proficiency in Bloomberg, FactSet, and Aladdin platforms. Committed to delivering actionable investment insights that protect and enhance portfolio performance in volatile market conditions.

Portfolio Manager (Newton Real Return Team) - Newton Investment Management

(2001-03 - 2025-07)

• Managed daily cash flows across 11 funds totalling £8bn AUM, deploying surplus funds across cash equivalent instruments to optimize returns while maintaining liquidity requirements. Maintained effective cash forecasting and tactical allocation to avoid fund overdrafts.
• Executed trades with average sizes of £40m, focusing on timing entry and exit points to deliver consistent positive returns, regularly adding performance value of approximately 0.25% per reporting cycle. Managed portfolio adjustment trades of around 5% of strategy value through careful market timing.
• Implemented and coordinated investment decisions with the fixed income desk, evaluating their recommendations and identifying opportunities suitable for the real return strategy. Collaborated on government bond market analysis and primary auction participation, typically achieving additional income versus secondary market rates.
• Combined research from global equity, fixed income, and FX teams with technical analysis to identify trading opportunities across multiple asset classes within the institutional fund structure, managing allocations across the fund range.
• Monitored FX exposures across institutional assets and developed hedging recommendations using macro-economic, technical, and fundamental analysis to protect portfolios from currency volatility.
• Managed operational risk across the fund complex, implementing cash management protocols that maintained liquidity and supported fund performance during volatile market conditions.
• Demonstrated strong prioritization and time management skills during high-volume periods, consistently meeting critical deadlines while maintaining quality standards across multiple trade executions.

Investment Dealer (Global Asset Allocation Team) - Hill Samuel Asset Management

(1999-11 - 2000-08)

• Regularly placed derivatives trades exceeding £50m, frequently executing better than VWAP across 30+ managed funds with a total AUM exceeding £20bn.
• Executed direct trades with brokers approximately 10 times daily, managing entries with timely, accurate execution.
• Reported trades to the back office and resolved discrepancies ensuring smooth settlement across the multi-billion pound strategy.
• Implemented asset allocation via futures, unit trusts, and funds, managing positions with substantial nine-figure notional exposure.
• Monitored futures positions ensuring compliance with regulations and limits across multiple funds.
• Managed currency hedge positions and executed forex trades within the institutional-scale fund complex.
• Monitored cash positions across 30+ accounts, identifying shortfalls and coordinating actions to avoid overdrafts and safeguard liquidity.

Managed Funds Analyst (Global Asset Allocation Team) - Abbey Life

(1996-09 - 1999-11)

• Actively managed and optimized global portfolio exposures through comprehensive implementation of derivative overlay strategies.
• Developed and maintained Excel spreadsheets to automate desk processes, ensuring adherence to client restrictions and ongoing compliance with regulatory requirements.
• Tracked global indices and shared market news to support asset allocation decisions.
• Actively tracked and analysed fund performance versus competitors using Reuters Lipper.

BA (Hons) - Business Information Management - Liverpool John Moores University

A'Levels - Mathematics with Statistics and Business Studies

O-Level - Nine certifications including core academic subjects