Private Trader to Oakmount Partners
Investment Analyst and Senior Portfolio Manager - Institutional Asset Advisors
Using applied statistical analysis, developed quantitative model as part of fund manager selection, monitoring, and due diligence process; evaluated investment managers and their strategies.

Maintain the Investment Risk Management Framework


Calculation of risk analytics to support the investment decision making process, through use of investment risk budgets
Completion of the monitoring programme to ensure adherence to investment risk budgets, across the Investment Office
Application of quantitative finance models within the Investment Office



Post-IDF Process Administration


Cascade the investment decisions across strategies and profiles (UK and International books of business) and propose changes for review at the Proposition Boards
Engage with Product Development, Discretionary Portfolio Management and other parties i was required to resolve any arising issues and support effective decision making
Produce the new Tactical Asset Allocation files for trades execution (UK and International)
Keep a complete and accurate record of any changes to the Tactical Asset allocation and a full audit trail



Research Support


Prepare all inputs for the Investment Decision Forum process and communication of all asset allocation decisions to Discretionary Proposition Boards, give guidance to Senior Team members, where applicable
Provide ad hoc support to line manager with specific projects involved in developing the investment proposition and supporting Investment Performance Team initiatives
Support line manager in production of slides for client presentations and reports
Take responsibility for the production and distribution of regular publications
Provide support for certain aspects of Investment Communication and Investment Strategy



Market Awareness

Use general knowledge about portfolio risk management

Have a good working knowledge of Investment Strategy Committee (ISC) policy, investment products/proposition and market events

Be informed and aware of all issues and procedures relating to the Investment Performance Team.

Provided analytical support to portfolio managers with efficient frontier/asset allocation analysis, returns-based investment style analysis, and performance attribution analysis using various approaches. Provided systems support to the Investment Research Team, including automating the Zephyr StyleAdvisor reports used for manager searches, saving up to 1.5 hours per search.
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Responsible for administration, research, investment strategy development, and risk management:
• Help formulate, implement, and review long-term investment strategies.
• Rebalance accounts and provide liquidity for regular/unscheduled distributions and purchases.
• Analyze company financial statements using Du Pont ROE decomposition and credit analysis.
• Perform due diligence on hedge funds for directed accounts.