Professional Biography
I love collaborating with a diverse mix of professionals
How do you describe what you do?
Providing support to investment managers through portfolio management and trades execution, while conducting market research and analysing funds and individual companies.
What's next for you professionally?
Gaining the necessary expertise to step into an investment manager role.
How did you start off in your career?
I began my journey at the firm within the operations team, transitioned into an administrative role in the investment management team, and have since advanced into my current position.
What's your area of expertise?
I recently joined the consumer staples sector analyst team and I am actively developing my expertise in this area.
What's your favourite thing about your role?
An invaluable opportunity to collaborate with a diverse range of professionals and learn from industry leaders.
What qualifications and memberships do you have?
- CISI Certificate in Investment Operations
- CISI Diploma in Investment Advice
- CISI Diploma in Wealth Management