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Summary

Highly analytic, motivated and disciplined Investment Analyst and CFA Charterholder with a demonstrated history of working in the investment management industry.

Experience within the Fixed Income and FX markets having worked as an analyst for a large absolute return fund at an asset manager and in investment strategy at a bespoke currency manager. Skills include trade analysis, strategy development, portfolio management, quants and execution.

Education and technical skills include a master’s degree in Finance, an undergraduate degree in Mathematics and professional knowledge programming.

Please contact through LinkedIn message.

Work experience

Feb 2017

Senior Analyst, Investment Strategy (Rates specialist)

Record Currency Management, London

Record is a Windsor based independent currency manager serving largely institutions, including pension funds, charities, foundations, endowments, and family offices, as well as corporate clients. Record manages £45.8bn in client currency exposure mostly through Passive and Dynamic hedging strategies but also Multi...

Within the Research department the Investment Strategy team looks into the practical aspects of designing, implementing, managing and performance analysing of new and existing investment products and individual accounts.

Nov 2014Feb 2017

Analyst, Rates & FX, Liquid Alternatives

Standard Life Investments, Edinburgh

For a Fixed Income Absolute Return Fund, performed:

  • Trade Analysis of trades in G10 Rates, FX, Inflation and Options, with usntrument types including Swaps, Bonds, FX, FX Options and Swaptions
  • Portfolio Management,monitoring the portfolio, managing risk and maintaining exposures 
  • Execution of trades
  • Quantitative Analysis of Trades and Positions
  • Quantitative Development of the team's proprietary software which  performed curve fitting, calculated forward rates and produced portfolio/trade analytics including Key Forward Rate Duration.
Jul 2013Nov 2014

Rates Analyst

Ignis Asset Management, Glasgow

The Ignis rates team managed £26bn assets in G10 Government & SSA Bonds, Inflation, FX, Interest Rate, and FX/Rates derivatives. This was spread across many funds with different mandates including a highly successful Absolute Return fund.

As an analyst I participated in generating ideas, planning trades to rebalancing portfolios for flows and changes in view and replicating this across mandates. I also performed quantitative analysis of markets, trades and trading strategies and contributed to the maths and programming of the on-desk proprietary software that provided forward rate and forward duration analysis of our portfolios and markets.

Jul 2012Aug 2012

Rates Team Internship

Ignis Asset Management, Glasgow

Internship focusing on an introduction to portfolio management, trading and quantitative finance. Key experience was managing a personal paper portfolio, building spreadsheets to dissect and manage risk and performing analysis using forward rates.

Jul 2011Sep 2011

Information Risk Management Analyst

Bank of New York Mellon, London

Part of BNYM's Global summer internship programme, providing access and opportunity to learn about the groups activities including Asset Management, Custodian Services, Prime Brokerage, Trading and Risk Management.
Drafted reports and guidelines related to technology risk within the group.

Education

20122013

MSc. Finance (Finance and Investment) with Merit

University of Durham, UK

Dissertation: “Term Structure Models: The effect of Macroeconomic Surprise on the Yield Curve”

20082012

BSc. Mathematics with First-class honours

University of Bath, UK

Final year project: “Parasitoids: Why is it that insects frequently suffer from parasitoids, but mammals are generally spared?” An evolutionary analysis through computer simulation of mathematical models.

University of Bath Fencing 1st Team, Fencing Club Treasurer and University Colour Sports Award for fencing

2010

Exchange Programme in Mathematics

University of Canterbury, New Zealand
2008

4 A-Levels (AAAC) and 2 AS Levels (AB)

A-Levels

Further Mathematics (A), Mathematics (A), Physics (A) and Chemistry (C)

AS-Levels A’s in the above, Economics (A) and Critical Thinking (B)
GCSEs 10 A* to B grades including Mathematics (A*), Science (A*/A*), English (A/B)

Other Achievements and Certificates

2014

“Interest Rate Derivatives Intensive [course]” with London Financial Studies
This was a 4 day course covering Curve Building, Futures, FRAs, Swaps (interest rate, inflation, asset swaps, cross currency) and Optionality (Caps, Floors, collars, Swaptions, Greeks, SABR).

2013

Finalist, Global Valuation Olympiad. Created and presented an investment memo and pitch book on a hypothetical acquisition of a FTSE-250 company.

2013

Bloomberg Aptitude Test (BAT), top 1%

2008 Prize for A-Level Further Mathematics
2006

UK intermediate Mathematical Challenge Silver (2006) & Bronze (2005) Certificate

Technical & Programming Skills

Bloomberg: Advanced user of Bloomberg, including add ins for data retrieval, advanced spreadsheet design and Rates/FX Curve building and pricing 

Excel & Other office software: Advanced user of Excel for financial modelling, data analysis and VBA programming

Programming: My experience includes professional experience in Matlab, VBA, C#, and SQL

Econometrics: From university I learned how to apply econometric and statistical modelling techniques using eViews, PC-Give and R

Data access: Bloomberg and Datastream, as well as economic databases such as Haver and FRED.

Investment Management Industry Software: I have much experience as user of common Investment Management & Trading Industry Software

Order management systems: Thinkfolio, Sungard FrontArena, Bloomberg AIM (for which orchestrated front office onboarding to this system)

Reporting: As above, plus Calypso

Trading: Bloomberg (VCON, FX GO, EMSX, Fixed Income Trading, TSOX, etc.), FX Connect, FX All, Tradeweb, MarkitSERV