Equity Research Analyst and portfolio manager with 10 years across investment analysis, capital markets, and applied AI
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Equity Research Analyst and portfolio manager with 10 years across investment analysis, capital markets, and applied AI. Managed $10M+ in multi-asset portfolios spanning equities, fixed income, and alternatives, and built the risk, reporting, and compliance systems behind them. Now designs, deploys, and evaluates large language models for financial use cases, building the evaluation and annotation pipelines that turn domain expertise into measurable model improvement.
Equally fluent in institutional investment reasoning and the technical side of model training: able to select complex finance problems, judge the quality of model output, and communicate clearly with engineering teams. A bias toward autonomous, fast execution under limited information.
AI Consultant — Financial Applications - Independent / Project-Based - Remote
(2024-01)
Senior Portfolio Manager - Hampton Royal Group - Dallas, TX
(2018-09 - 2022-08)
Co-Founder & Product Lead — SPARK - Independent
(2024-01)
MSc - Banking & Finance - King's College London
MBA - Edinburgh Business School, Heriot-Watt University