Matthew Worby
Overview
2026
2026
years of professional experience
Work history
OLIVETREE FINANCIAL (London)
Associate Sales Trader
10.2019 - Current
- Independently sought out and secured new client relationships. Said clients were predominantly hedge fund portfolio managers, analysts and traders.
- Serviced and maintained existing client relationships and was the lead on multiple accounts.
- Generated equity investment ideas which I pitched internally and on client calls.
- Maintained oversight and governance of the company's content output to clients.
- Interviewed and assisted in the management of junior entrants into the firm.
Analyst
- Supported front office colleagues to achieve their client goals in a timely fashion.
- Conducted algorithmic equity analysis.
- Lead the production and delivery of content to clients, particularly during and after key personnel changes.
- Built financial models that were, in my view, of greatest value to our client base.
Intern
- Rotations through long / short, event driven and trading desks, in addition to working on longer term projects.
- Sole intern offered a position at the end of the programme.
YOU FIRST SUPPORT SERVICES (Somerset)
Disability Support Worker
09.2018 - 04.2019
- Provided care and assistance to individuals who were not able to live independently.
- Roles included cooking, cleaning, shopping, administrative matters (e.g. Universal Credit applications), enhancing integration into society and achievement of personal goals.
Education
Chartered Wealth Management - Portfolio Construction Theory
CISI
Chartered Wealth Management - Financial Markets
CISI
CFA - Level 1
CFA Institute
04.2001 -
CISI Level 3 - Capital Markets Programme
CISI
04.2001 -
Bachelor of Science - Neuroscience
University of Bristol
09.2014 - 07.2017
A-Levels - 3 A's (Chemistry, Biology, Religious Studies)
09.2009 - 07.2014
GCSEs - 6A*s, 4A's
Tonbridge School
Affiliations
- Music is one of my greatest passions. I loved performing at school, where I was a music scholar, particularly when playing trumpet in the big band. I also enjoy sports such as climbing, running, skiing and diving, in addition to spending time in and amongst nature when I can. Another keen interest of mine is cars – I’ve always found them fascinating and enjoy how they can be simultaneous expressions of both engineering and art.
Timeline
OLIVETREE FINANCIAL (London)
Associate Sales Trader
10.2019 - Current
YOU FIRST SUPPORT SERVICES (Somerset)
Disability Support Worker
09.2018 - 04.2019
Bachelor of Science - Neuroscience
University of Bristol
09.2014 - 07.2017
A-Levels - 3 A's (Chemistry, Biology, Religious Studies)
09.2009 - 07.2014
CFA - Level 1
CFA Institute
04.2001 -
CISI Level 3 - Capital Markets Programme
CISI
04.2001 -
Analyst
Intern
Chartered Wealth Management - Portfolio Construction Theory
CISI
Chartered Wealth Management - Financial Markets
CISI
GCSEs - 6A*s, 4A's
Tonbridge School
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