Mark Henzell

My career began within the City of London financial career, as a trader, then investment manager for many years working in London then Edinburgh. Over the course of my financial career, I was heavily involved with client liaison, managing investment portfolios and communicating with clients and potential clients, including strong presentation skills. I am a very hands-on, interactive individual, quite used to engaging with senior management and colleagues and improving processes wherever possible.

Quite used to working towards financial and operational targets, with a strong commercial awareness towards profitability and improving processes. More recently, I was taken on as Office Manager with a Property Developer in Aberdeen to build the office and re-brand the company. Plans were put into place to scale the business as well as dealing with all the day-to-day operational parts of the business to ensure efficiency and compliance.

Including handling customers and tradespeople. Invoicing, quotations, sourcing materials. I like to think of myself as highly efficient and organised, always wanting the best out of a job and other people, including satisfied clients; highly adaptable and forward-thinking, working well with colleagues and individually.

Office Manager - Caledonian Property Services Group - Aberdeen

(2026-02 - 2026-07)

• Brought in to set-up the office for a Property Renovations and Refurbishment business in Aberdeen.
• Re-branded the company, brought in new systems to ensure workforce productivity, website development, social media handling and leads generation.
• Handled incoming calls and correspondence, providing timely responses to enquiries and bolstering company communication.
• Managed daily office operations, coordinated meetings, and scheduled appointments for seamless business functionality.
• Interviewing and vetting of tradespeople with business owner.
• Co-ordinating works for letting agent clients I brought into the business.
• Recruitment and vetting of tradespeople.
• Invoicing, quotation sourcing and ordering of materials.
• HR function and team coordination between tradespeople and business owner.

Monument Manager - Historic Environment Scotland

(2023-01 - 2025-12)

Seasonal post over three summers. Managing the properties of Kildrummy and Corgarff Castles.

• Involved with the interviewing and recruiting of Stewards, site cleanliness, COSHH and Health and Safety of sites, rota management, marketing and events, admissions and visitor engagement.
• Marketing and active promoting of sites with engagement with local estates, hotels and travel companies.

Senior Investment Manager & Analyst - Aberdeen Standard Investments - Edinburgh

(2000-01 - 2020-12)

• Senior Investment Manager on the MultiAssets/Asset Allocation desk for a large book of the Scottish Widows Life & Pension business.
• Including for a time running the £10bn Lloyds Wealth book as a Private Client Investment Manager.
• Wide experience of report writing, client presentations and new fund launches.
• Stock and Fund selection, derivatives, ETFs, Currency Hedging overlay.
• Full Optimisation/Stock and sector screening of Client portfolios.
• Events Management experience and Marketing.
• Project Management, both lead and co-lead.
• Regular market reporting to Multi-Asset team and interaction with the Global Strategy team on tactical asset allocation policy overlay.
• Client Mandate reviews. Interaction with Client Relationship managers, compliance, middle office, brokers, sub-fund managers, clients and senior managers.
• Interviewing and Recruitment, including staff appraisals.
• Full administrative capabilities, including data analysis, phone calls, email management, Microsoft packages as well as inhouse systems, rota/employee planning, invoicing.

Investment Manager & Analyst - Hill Samuel Asset Management - London

(1996-01 - 2000-12)

• Investment Manager and Analyst for Global Equity Mandates.
• Later set up the Multi-Assets/Asset Allocation team.
• Optimisation and stock/sector screening.
• Events Management for new fund launches.
• Full administrative back-up duties.
• Interviewing and recruitment.

Trainee Investment Manager & Analyst - Baring Asset Management - London

(1994-01 - 1996-12)

• Private Client Trainee Investment Manager for Ultra High Net worth clients
• Fixed Income Trainee Investment Manager
• Stock analysis, client reporting, presentations, interview senior management of stocks under review
• Full administrative duties including HR, travel booking, event management, call handling, report writing.

Trading Desk Assistant - Kleinwort Benson Securities - London

(1986-01 - 1988-12)

• Desk assistant to the Eurobond Trading Desk.
• Book trades for settlement, place orders.
• Full administrative duties to back the traders

MPhil - Management, Economics and Politics - University of St Andrews (1991-01 - 1992-12)

BSC (Hons) - Economics - University of Buckingham (1989-01 - 1991-12)