Investment Professional
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Experienced and driven investment professional looking for a new challenge within asset management. Bringing significant experience across alternative fund manager research and asset allocation and a desire to learn and develop. CFA Charterholder since 2016.
Integrated an ESG framework into the manager selection process.
Member of Ormonde's Investment Committee who oversaw all investments and ran the Ormonde Multi Asset Fund (previously Gatemore Multi Asset Fund).
Lead contact across eight UK DB pension schemes and one UK DC pension scheme as well as two ultra high net worth family clients. Responsible for communicating investment strategies, performance and positions to a client base with varying levels of investment experience.
Produced and delivered full strategic reviews, writing Statement of Investment Principles documents and formal advice letters, with oversight from UK MD.
Responsible for all investment reporting, leading investment issues at Trustee meetings, portfolio management and ad hoc client issues.
Contribute to RfPs and attend new business pitches.
