Summary
Overview
Work history
Education
Affiliations
Timeline
Generic

Helena Pettifer

Summary

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.

Overview

14
14
years of professional experience
11
11
years of post-secondary education

Work history

Equity Specialist Sales; Luxury Goods, Consumer

Citibank
London
09.2016 - Current

• 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.

Equity Research Analyst

JPMorgan Chase
London
07.2011 - 08.2016

• 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.

Education

Bachelor of Arts - Economics and Economic and Social History

The University of Manchester
09.2007 - 06.2011

A-Levels - Economics (A), History (A), Geography (A), Psychology (A)

Stratford – Upon – Avon Grammar School for Girls
09.2000 - 06.2007

Affiliations

  • 3 time participant in the Inferno downhill ski race as part of Kandahar Ski Club. Member of Dulwich Ladies Tennis 3rds. Captain of Warwickshire hockey from U13 to U18.

Timeline

Equity Specialist Sales; Luxury Goods, Consumer

Citibank
09.2016 - Current

Equity Research Analyst

JPMorgan Chase
07.2011 - 08.2016

Bachelor of Arts - Economics and Economic and Social History

The University of Manchester
09.2007 - 06.2011

A-Levels - Economics (A), History (A), Geography (A), Psychology (A)

Stratford – Upon – Avon Grammar School for Girls
09.2000 - 06.2007
Helena Pettifer