Jesse Liebelt
London
Summary
Skilled investment professional with excellent leadership, critical thinking and problem-solving abilities. Experienced in conducting equity research and developing proactive investment strategies. Well-versed in market conditions and client preferences. Proficient in assessing risks, completing valuations and managing exposures with a flexible and thorough approach. Deeply passionate about investment analysis, looking for a suitable role to apply my skillset and grow.
Overview
5
5
years of professional experience
Work History
Portfolio Manager
FE Investments
London
04.2023 - Current
- Portfolio Manager of 70+ tailored fund-of-fund portfolios with a combined value over £1 billion, optimizing asset allocation and strategy implementation to meet client objectives and exceed performance benchmarks.
- Perform rigorous fundamental analysis on a diverse range of multi-asset funds, assessing fund structures and security positions to drive portfolio decisions and maximize returns.
- Key contributor to asset allocation strategies and macroeconomic analysis to enhance portfolio positioning and capture optimal market exposures, ensuring consistent outperformance of agreed benchmarks.
- Utilize Python for advanced portfolio risk assessments and economic trend analysis, enhancing data-driven decision-making processes and portfolio resilience.
Equity Research Analyst
thePMteam Substack
Remote
10.2023 - Current
- Engage in in-depth financial analysis and equity research, publishing market insights and investment strategies on thePMteam Substack to guide investors in identifying high-value opportunities.
- Attend earnings calls for a variety of companies and have direct meetings with management teams where possible.
- Recognized for detailed equity research on Anexo Group (ANX.L), leading to acceptance into the exclusive MicroCapClub.
- Invited to present research findings on Gamehost (GH.TO) at an upcoming MicroCapClub conference, showcasing expertise in uncovering and analyzing investment prospects in the MicroCap sector.
Senior Performance Analyst
Ruffer LLP
London
09.2021 - 04.2023
- Active engagement with front office Advisers and Wealth Managers in portfolio risk assessment and monitoring.
- Led the client performance team in the pivotal migration of Ruffer's performance calculation engine, ensuring a seamless transition and enhanced data integrity.
- Identified key areas for business process optimization, collaborated with technology teams to design solutions, and successfully managed the testing and implementation phases. Developed Python scripts and created and maintained a Jupyter Hub dashboard for real-time data visualization and issue tracking.
Analyst - Wealth Manager
JBWere
Melbourne
09.2019 - 09.2021
- Directed the investment of approximately AUD 200 million in funds under management into nine internal fund manager models, collaborating with leading Australian Fund Managers to ensure precise replication of portfolio trades for JBWere clients.
Education
CFA Charterholder - Level I & II 90th percentile
CFA Institute
London02-2023
BBA - Commerce
Deakin University
Melbourne, Aus06-2016
Skills
- Client Presentations
- Excel & Financial Modeling (DCF, Reverse-DCF, Relative Valuation)
- Python & Data Analysis
- Bloomberg, Factset, BarraOne
- Fundamental Analysis
- Equity Valuation
- Asset Allocation
- Making investment recommendations
- Client Relationship Management
- Adaptable to market fluctuations
- Critical Thinking
- Portfolio construction
Affiliations
- Avid Reader
- Former semi-professional AFL player
- Enjoy travelling with Fiance
- Time with family and friends
Timeline
Equity Research Analyst
thePMteam Substack
10.2023 - Current
Portfolio Manager
FE Investments
04.2023 - Current
Senior Performance Analyst
Ruffer LLP
09.2021 - 04.2023
Analyst - Wealth Manager
JBWere
09.2019 - 09.2021
CFA Charterholder - Level I & II 90th percentile
CFA Institute
BBA - Commerce
Deakin University
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