Russell Delboy
London
Summary
CISI Level 4 qualified investment professional with expertise in asset allocation, investment strategy development, and a strong command of tools such as Morningstar Direct and FE Analytics. Skilled in spreadsheet analysis and adept at presenting to clients and industry professionals, with a comprehensive understanding of FCA requirements, including Consumer Duty. Currently pursuing the Level 7 Chartered Wealth Manager qualification to further enhance strategic wealth management capabilities.
Overview
6
6
years of professional experience
4
4
years of post-secondary education
Work History
Investment Analyst
The Progeny Group
London
06.2024 - 03.2025
- Helping create and launch new investment funds as well as running existing fund and MPS solutions across passive, systematic and ESG ranges. These solutions equal a total AUM of c.£2bn which I help run in a team of two.
- Be part of a successful fund launch with the new range reaching £100m in size within the first two months.
- In-depth research on a wide variety of funds whilst also focusing on academic research around factor investing and how they work during different market cycles
- Research includes running fund manager meetings, writing reports on different funds/market activity and producing quantitative data once a month for the use of committee meetings
- Responsible for the creating of the SAA whilst being a part of the Asset Allocation Committee to decide the TAA
- Present to financial planners on the investment solutions as well as presenting to new acquisitions on the investment proposition
- Assist the active team with research on active funds with a focus on alternative investments
Analyst
The Fry Group
London
06.2021 - 06.2024
- My main responsibility was running of an ESG MPS solutions which includes fund research, meeting with portfolio managers, analysing macro trends and making decisions that will add to the performance from a longer-term strategic standpoint
- Part of a small team who ran £800m whilst being responsible for the £60m invested into the ESG solutions
- Staying up-to-date with the latest ESG regulations including SDR and SFDR
- Ensure the solutions fit the requirements for both UK and International based clients
Operations Assistant
The Fry Group
Worthing, West Sussex
06.2019 - 07.2020
- Assisting in the set-up and launch of an International MPS solutions with my focus being on the creation of ESG portfolios across multiple currencies and to be made available in several different jurisdictions including Singapore, Hong Kong, Dubai, and Brussels
- This led to gaining a good understanding of ESG regulations in different global markets
- The placement was extended over the original contracted period to allow me to take on additional responsibilities and further develop my skills in a professional setting
Education
BA (Hons) - Economics
University Of The West Of England
09.2017 - 05.2021
GCSE -
Gordons School
SurreySkills
- Asset allocation proficiency
- Investment strategy development
- Spreadsheet competency
- Strong knowledge of Morningstar Direct and FE Analytics
- Comfortable presenting to clients and other investment professionals
- CISI Level 4 (Investment Advice Diploma) Qualified and working towards Level 7 Chartered Wealth Manager
- Understanding of FCA requirements with things such as Consumer Duty
References
References available upon request.
Timeline
Investment Analyst
The Progeny Group
06.2024 - 03.2025
Analyst
The Fry Group
06.2021 - 06.2024
Operations Assistant
The Fry Group
06.2019 - 07.2020
BA (Hons) - Economics
University Of The West Of England
09.2017 - 05.2021
GCSE -
Gordons School
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