Summary
Overview
Work history
Education
Skills
Affiliations
Timeline
Generic

Stuart Carter

Colchester,Essex

Summary

Dynamic professional with a strong foundation in team building, leadership, and resourcefulness. Demonstrates exceptional problem-solving skills and remains calm under pressure. Committed to leveraging these competencies to drive organisational success and foster collaborative environments. A vast Investment experience put to good use in various roles over a varied and enjoyable career span.

Overview

40
40
years of professional experience

Work history

Head of Portfolio Implementation, Multi Asset

Schroders Investment Management Ltd
London
07.2014 - Current

Manage a team of 5 in a fast paced environment, working with Portfolio Managers to manage a diverse Multi Asset book of Investments. Covering aum of approximately $30bn we are an integral part of the Multi Asset Investment Process.

Senior Trader / Partner

Auriel Capital Management LLP
London
01.2006 - 08.2012

Solely responsible for managing the execution trading function of this Quantitative Macro Hedge Fund Manager.

Execution trading and implementation of Listed Equity Index, Fixed Income futures (curve trades etc), STIR futures, G10 and EM FX trades for Systematic Global Macro and Currency Overlay products / Managed accounts.


Also worked on Long/Short Equity mandates handling program trading flow business for European and UK large-cap program trades.

Became a partner of Auriel Capital in 2010

VP - Head of Exchange Traded Derivative Trading

Deutsche Asset Management
London
01.2002 - 11.2005

Retained by CEO and worked as part of a senior management team that handled the transition of DeAM's UK Business to it's new owners, Aberdeen Asset Management.

Managed an exchange traded derivatives execution desk handling all flows for Deutsche Asset Management in London

Promoted to the Transition Management Desk (a joint venture with Deutsche Bank Securities) to help train staff and improve OMS system and trading capabilities.

Managed the International Equity Trading Desk in the absence of a full time desk head.

VP, Equity Derivatives & Program Trading

Deustche Asset Management
London
01.2001 - 01.2002

Successfully built a program trading function. Managed a desk of traders reporting to Global Head of Trading, full responsibilty for building function, identifying talented staff from operations and training / developing that talent into execution traders.

Instrumental in setting up Tactical Asset Allocation product (from a trading perspective). Worked closely with Chief Global Strategist and Chief Economist.

Remained responsible for day to day derivatives execution function.

Derivatives Fund Manager / Dealer

Deutsche Asset Management
London
12.1999 - 01.2001

Qualified as Fund Manager having passed the IMC Fund Management exam.

Managed a High Income £100m retail unit trust, generating income via option call & put writing. Additional downside protection strategies using index options were employed.

Maintained day to day Derivative Dealer responsibilities.

Derivatives Dealer

Morgan Grenfell Asset Management Ltd
London
01.1996 - 12.1999

Promoted from middle office operations to front office derivative dealing role. Working in a specialist Quantitative Investment team.

Executed exchange traded futures and options, OTC and exotic equity index options and structured products.

Various roles

Morgan Grenfell Asset Management
London
03.1989 - 01.1996

Manager - Derivative Operations Jan 1994 - Jan 1996


Managed a team responsible for all derivative confirmations, ETD margin balance management and reconciliations.


Fund Administrator Mar 1989 - Dec 1993

Worked in Unit Trust Pricing team calculating daily fund NAVs. Later moved into Institutional Fixed Income Team specialising in valuation reporting and Investment accounting.


Trainee Unit Trust Accountant

Geoffrey Morley & Partners
London
01.1988 - 02.1989

Worked on suite of internally managed Unit Trusts. Calculating daily NAV and unit prices for transmission to Financial Times. Learned all apsects of Fund Accounting and NAV calculation.

Trainee Auditor

KPMG
London
01.1987 - 01.1988

Employed as first non-graduate Trainee Auditor at KPMG, Studied AAT coursework. Involved in large multi-national audits around the UK

Trainee accountant

Bland Fielden Chartered Accountants
Frinton-on-Sea, Essex
05.1985 - 01.1987

Employed from school at age 17, trained on all aspects of Sole Trader accounts production including P&L Account production, Balance Sheet and Financial records productions. Contributed to audits carried of Small/Medium sized Companies.

Education

IMC - Investment Management

CFA
UK

Series 3 - Derivatives

CFTC/NFA
UK/US

GCSEs -

Colbayns High School
Clacton-on-Sea, Essex

Skills

  • Team building
  • Leadership
  • Resourcefulness
  • Problem-solving
  • Calm under pressure

Affiliations

In my spare time I run an online homewares business with my fiance. Selling and promoting British made homewares, ceramics and artworks or internationally sourced ethical products.


thenorfolkhare.com

Timeline

Head of Portfolio Implementation, Multi Asset

Schroders Investment Management Ltd
07.2014 - Current

Senior Trader / Partner

Auriel Capital Management LLP
01.2006 - 08.2012

VP - Head of Exchange Traded Derivative Trading

Deutsche Asset Management
01.2002 - 11.2005

VP, Equity Derivatives & Program Trading

Deustche Asset Management
01.2001 - 01.2002

Derivatives Fund Manager / Dealer

Deutsche Asset Management
12.1999 - 01.2001

Derivatives Dealer

Morgan Grenfell Asset Management Ltd
01.1996 - 12.1999

Various roles

Morgan Grenfell Asset Management
03.1989 - 01.1996

Trainee Unit Trust Accountant

Geoffrey Morley & Partners
01.1988 - 02.1989

Trainee Auditor

KPMG
01.1987 - 01.1988

Trainee accountant

Bland Fielden Chartered Accountants
05.1985 - 01.1987

IMC - Investment Management

CFA

Series 3 - Derivatives

CFTC/NFA

GCSEs -

Colbayns High School
Stuart Carter