Education
NOTTINGHAM UNIVERSITY, Bsc in Economics and Econometrics Nottingham, UK
• Achieved a First Degree July 2008
• Member of Cedex Group – Behavioural Economics Analysis
Qualifications
• Chartered Financial Analyst June 2012
• Investment Management Certificate (IMC) December 2008
Work Experience
April 2015 – Present
COAL PENSION TRUSTEES London, UK
Investment Management division of UK pension scheme with circa $30bn in AUM
Senior Investment Manager
• Responsible for ongoing research of existing investments and new idea generation. Research remit included: equities, fixed income, alternative asset classes including illiquid investments and derivatives.New investment proposals took into account risk adjusted return potential of product, fit with existing portfolio and timing of investment given current market conditions
• Tasked with construction of a customized government bond portfolio, worth in excess of $700mil, in line with pension scheme’s unique risk and return characteristics and current economic environment.
• Produced a pan-asset class survey of asset management fees paid and devised a set of guidelines for assessing fees upon manager appointment
August 2008- April 2015
WILLIS TOWERS WATSON London, UK
Global consulting firm, specialised in investment and actuarial advice
Investment Consultant – Manager Research
• Led manager research team with responsibility for researching and rating Multi-Asset investment products. The due diligence process involved screening funds using quantitative and qualitative methods, undertaking detailed research including face to face meetings and recommending best in class products to clients.
• Counselled clients on portfolio restructuring and investment manager appointments. Key projects included: $500mil multi-asset portfolio restructuring and devising investment strategy for newly formed wealth manager; working with several asset managers to customise products to ESG requirements. Clients included large state funds, pension schemes and insurance companies
• Produced quarterly macroeconomic commentary assessing the impact of ongoing market events on investment products researched
• Advised on most efficient commingled fund structures and negotiated discounted fee structures across the Towers Watson client base.
June 2007- August 2007
ROYAL DUTCH SHELL Plc Sheffield, UK
Multinational oil and gas corporation
Summer Intern as part of Shell STEP initiative – Business research
Additional Information
• Proficient in Bloomberg, Inalytics Risk Systems and Zephyr Style Advisor
• Fluent in English and Romanian (native tongue), intermediate level French
• Interested in capital markets investing and manage a personal portfolio of equity holdings
