Investment Professional with over 3 years' experience, seeking to apply proven mathematical, interpersonal and problem-solving skills in an Analyst role within Abrdn.
Overview
12
12
years of professional experience
10
10
years of post-secondary education
Work history
Hedge Fund Research Analyst
HSBC
London
08.2023 - Current
Responsible for the European Team's Quantitative Analysis. Created various Excel tools, such as Alpha Analysis templates and Peer Group reports, allowing got rigourous analysis across all hedge fund strategies,
Spearheaded the group's first SMA project through data collection of over 400 funds and a quantitative analysis of over 100 funds. Constant collaboration with global colleagues was required to keep various teams informed.
Developed strong working knowledge of a variety of hedge fund strategies. Regularly meeting with funds, writing reports to be presented at investment committee meetings and saw strong performance for funds underwritten.
Passed all three levels of the CFA on first attempt.
Investment Analyst
Hymans Robertson
Edinburgh, United Kingdom
07.2022 - 02.2023
Developed and implemented transition strategies, of over £25m, to allow a major client to meet benefit payments during the liquidity crisis.
Collected, analysed and managed quantitative data to write market commentary used in 150+ client reports.
Reviewed financial reports and collaborated with asset managers across equity, alternative and LDI funds to create investment monitoring reports in PowerPoint reports for major clients.
Implementation/Data Migration Specialist
Clearwater Analytics
Edinburgh, United Kingdom
06.2021 - 05.2022
Investigated discrepancies in investment data sets to identify errors and inconsistencies determining root causes, escalating to senior colleagues when needed.
Handled complex, time-sensitive requests from client’s accounting, portfolio management, trading operations, and IT departments with a significant degree of autonomy.
Often solo point of contact for a major client, delivering complex analysis on £10b of assets and updating on progression.
Customer Assistant
Vito's
Glasgow, United Kingdom
06.2013 - 06.2021
Semi-annually solely managed the business, allocating workloads, meeting with suppliers and ensuring the business ran smoothly at high levels of revenue. Received numerous 5* reviews during this time.
Maintaining excellent customer service when business is at its busiest, typically serving upwards of 100 customers daily as well as training new staff in all aspects of the business, from communicating with customers to handling money.
Education
BSc (Hons) Mathematics And Finance 2:1 -
University of Glasgow
09.2015 - 06.2019
Scottish Highers and Advanced Highers -
St Ninian's High School
08.2009 - 06.2015
Skills
Wall Street Prep Financial Modeling course: built a financial model from scratch with assumptions in Excel
Thompson One and Datastream: used to collect M&A data and financial news for my undergraduate dissertation
Have been recognised at a national level in Muay Thai Currently compete in Brazilian Jiu Jitsu
Understand the importance of good health and stress management Keen runner and frequently run for charity