Myles Wood-McGrath
London
Summary
As I approach a decade in the industry, I am actively seeking a new and challenging opportunity within the Sales and IR domain. I am particularly interested in roles that demonstrate a commitment to growth from the management, foster a positive collegiate working culture, and provide a professional environment conducive to advancing my career in sales and IR and adding value to the business I work for. I have sales and IR exposure across multiple asset classes, spanning over Equities, HF’s, Credit, Direct Lending and Alternatives.
Overview
10
10
years of professional experience
Work History
Sales and Investor Relations
Tavira/Perspective Invest
London
05.2024 - 04.2026
- Lead sales and investor relations for Perspective Invest's two investment solutions on the Tavira Asset Management platform: Perspective American Absolute Alpha and Extended Alpha UCITS strategies.
- Marketing and positioning sister strategies born out of the same investment process as follows:
- Absolute Alpha (Market Neutral L/S): Marketed to L/S hedge fund allocators, wholesale investors looking to diversify their alternatives book, and SMA investors seeking greater risk and flexibility than the UCITS fund.
- Extended Alpha (130/30 L/S strategy): Benchmarked to the S&P 500 and marketed to investors with US long-only exposure, who want greater downside protection.
- Co-responsbile for asset raising, client servicing, relationship management, presentations, RFPs, communications, factsheet production, organising events, and hosting webinars.
- Provide clients with regular updates on the portfolio, key themes, and opportunities.
- Since joining, I've helped grow Perspective Invest’s AUM from $145m to $325m, bringing in investors from private banks, family offices and wealth managers based in the UK and Europe.
Sales and Investor Relations
Argonaut Capital
London
05.2023 - 04.2024
- Leading sales and investor relations for a directional long/short equity manager in the UK
- Joined firm at £103.2m (May 2023), AUM evolved to £189.4m through new investor capital. Investor types onboarded were family offices and wealth managers based domestically and in Europe. Previously, the firm had no sales coverage for three years.
- Decreased retail investor base of 80% to 70% through onboarding new wholesale investors.
- Soley conducted updates on the flagship, Argonaut Absolute Return fund. Taking responsibility for investor updates covering themes, macro outlooks and positionings in long and short book.
- Responsible for asset raising, client servicing, relationship management and factsheet production between firm and investors.
- Distribute investment offering to wholesale clients domestically in the UK, Channel Islands and accommodating reverse solicitations from Europe and further abroad.
- Manage consultant relations, financial intermediary and third-party marketers for the business.
- Liaised with capital introduction provider through prime broker to set up manager pitches.
- Attend daily c-suite call regarding business objectives covering investment outlook, business development, finance, operations and compliance.
Manager - Distribution CEMEA
Federated Hermes
London
04.2022 - 05.2023
- Obtaining new business in Switzerland, reaching out to new prospects across wholesale distribution channel (i.e private banks, family offices, wealth managers) raising brand awareness and subsequently pitching public/private equity and credit products
- Lead point of contact for distribution research businesses across CEMEA, i.e Murano, Tifin etc
- Ensuring they are familiar with our product offering and are targeting the appropriate investors across institutional/wholesale channels that our sales teams can leverage off
- Hosting e-client calls and in person meetings in London office to existing and new investors
- Lead point of contact across small number of global financial institution fund selection teams to ensure they are kept up to date with product developments and performance
- Had an active pipeline of $120 million across 8 prospects from Swiss Wholesale Clients.
Assistant Manager - Distribution CEMEA
Federated Hermes
London
10.2019 - 04.2022
- Kept records of sales figures for CEMEA team, tracking notable wins and redemptions
- Managing order matching system from custodian to end client, tracking revenue production and clients with notable AUM increases or losses
- Hosting client calls to provide investors updates across our product suite alongside portfolio managers and investment specialists
- Providing CRM oversight for the team ensuring pipeline, opportunities, meetings and contacts are up to date
- Attending European events and roadshows, meeting existing clients and introducing new prospects to Federated Hermes, highlighting our USP's and market differentiators
- Handling client queries, liaising with internal teams to answer questions on topics related to RFP's, product management, fund accounting, marketing etc.
Portfolio Administrator
Bluecrest Capital Management
10.2018 - 09.2019
- Manage liquidity for private equity investments, scheduling cash for capital calls ensuring any distributions or excess cash is fully utilised in money markets
- Instructing spot, forward and swap FX of which I used to net and settle cash with counter parties on given value dates
- Prepare over a hundred monthly partner investment statements detailing deferred and vested cash and equity positions
Assistant Middle Office Specialist
Ashburton Investments
08.2016 - 10.2018
- Run and review daily FX variances for eleven funds and 350 client portfolios, ensuring that all portfolios have correct hedge/unhedged exposure in relation to the relevant strategies
- Also taking corrective measures to spot out immediate cash or forward/swap to a set hedge roll date in relation to the action required
- Monitoring funds daily positions on asset allocations and currency weightings; advising of any upcoming breaches to investment/portfolio managers
Education
Bachelor of Science: International Business with Entrepreneurship -
University of Essex
Skills
- Customer rapport
- Excellent communication skills
- Energetic
- Proactive Sales
Skills
- Salesforce Proficient
- Sales Presentations
Hobbies
- Kickboxing & Muay Thai. Previously competed at Amateur level.
- Read up on markets and financial news daily through FT subscription and other publications.
- Cooking, albeit a far cry from Michelin quality.
Timeline
Sales and Investor Relations
Tavira/Perspective Invest
05.2024 - 04.2026
Sales and Investor Relations
Argonaut Capital
05.2023 - 04.2024
Manager - Distribution CEMEA
Federated Hermes
04.2022 - 05.2023
Assistant Manager - Distribution CEMEA
Federated Hermes
10.2019 - 04.2022
Portfolio Administrator
Bluecrest Capital Management
10.2018 - 09.2019
Assistant Middle Office Specialist
Ashburton Investments
08.2016 - 10.2018
Bachelor of Science: International Business with Entrepreneurship -
University of Essex