United Kingdom
A passionate bilingual MBA and IMC seasoned investment professional who is hardworking, trustworthy and has strong work ethics. A CFA level 1 candidate with 20 years of experience in managing institutional client, insurance multi-asset and absolute return strategy portfolios. Demonstrating accountability, flexibility, and commitment to the meeting of both business and client goals. Adaptability in the management of DB LDI mandates as well as DC business client engagements. Proactively attained CFA Certificate in ESG Investing coupled with my multi asset class knowledge as well as line management experience in managing and developing a team.
As a senior investment manager I take a lead role in the team, actively participating in the Tactical Asset Allocation framework, as well as managing portfolios day to day. Furthermore, I work with clients to determine appropriate investment policy including integration of liability driven investing, strategic asset allocations, and investment strategy selection. I have a broad understanding of the asset and liability market, and I am required to contribute to the development of solutions for Defined Benefit and Defined Contribution Pension Plans, as well as thought leadership. The team is responsible for advising on and managing balanced account portfolios for defined benefit, defined contribution, and insurance clients. In addition, the ISG team is responsible for exposure management mandates and seeking to maintain targeted asset class for a portfolio, primarily through the use of equity and fixed income index funds, futures contracts, currency forwards and swaps.
Investment manager running multi billion pound portfolios on behalf of institutional and retail clients. Tactical asset allocation and currency overlay implementation specialist. Managing a team of 4 desk assistants within SWIP's solutions group.