I am a highly motivated individual looking for a new challenge after fourteen years in Investment Banking. Roles in equity research and also on a trading floor have given me the skills to be able to work independently and communicate effectively with colleagues and clients from diverse backgrounds including senior PMs, CIOs and CEOs. My roles have required me to absorb and distill huge amounts of information into clear and decisive investment recommendations, often under severe time constraints and have equipped me with the ability to operate efficiently and precisely under pressure. I love the camaraderie on the trading floor but I mostly enjoy working independently and getting things done and therefore whilst I don't have experience as a chief of staff, I feel my background will give me a good base to learn and adapt to the requirements of the role.
• A role based on the trading floor of a global investment bank to provide internal alpha generation and investment advice on the EU consumer discretionary sector to a range of clients including hedge funds, pension funds and sovereign wealth funds.
• Responsibilities include rapidly digesting newsflow and financial statements in order to provide an expected share price reaction as well as in-depth data analysis and financial modelling to construct long term investment ideas.
• In addition to extensive communication with buy-side investors, the role requires relationship building with global consumer management teams and strong organisational skills in order to help facilitate IPOs, roadshows and ad hoc management access.
• Top ranked with key hedge funds including Point72, Citadel, Schonfeld, Millennium and Balyasny along with strong LO relationships including CREF, Fidelity, Schroders, Henderson and JPMAM. Top performer for alpha generation at Citi on a key HF alpha capture platform with a 11.2% return over 12 months.
• Responsibility for building and updating financial models within the retail and beverages sectors. The role included detailed financial forecasting along with the writing of in-depth research reports on each sector.