United Kingdom
I'm an enthusiastic, hardworking sales person with city experience whose strength is in analysing, promoting and connecting companies and investors.
My investor relations experience includes: Developing a strong and diverse shareholder list and engaging with a broad suite of investors. Responsibility for delivering regulatory statements, corporate presentations, C-suite scripts, Q&As, data-packs and key message summaries, sometimes up to 7 times per annum if the reporting schedule required. Delivering impactful Capital Markets Day presentations that reflect specific management briefs. Generating strong relationships with both internal and external stakeholders: I am a passionate believer of teamwork driving stronger engagement, results and productivity. Utilising internal presentations and papers to generate relevant external communications and messaging. Working closely with Board, C-suite, ExCo, Finance, Company Secretary, Communications, Corporate Development, Marketing, People and country teams. Developing strong relationships externally with investment analysts and investors, enabling detailed financial modelling and analysis. Managing banking advisor teams to generate a cohesive and productive reporting schedule.
Specialist sales person responsible for retail, leisure and consumer sectors. Identified and communicated investment ideas with investors, promoted research and analysis Provided feedback from investors to corporates to help shape, develop and communicate news flow appropriately Was actively involved in placings, trading opportunities, corporate relationships: working across all business divisions 1 year in the corporate banking department developing corporate relationships, involved in IPOs
I connect investors, companies, sell-side, governments and experts across sectors and continents. My specialism is in retail, luxury and consumer. We work on expanding a company's shareholder base through introducing new / under-serviced investors. We also work with the sell-side in increasing investor depth at certain meetings and in road-shows. Our interactions include hosting group strategic calls and 1-1 meetings, and organising thematic conferences and teach-ins by experts. I work with all businesses, including start-ups, global giants, governments, trading bodies, public and private players. Additionally, our client base includes many leading global investors as well as smaller ones. My job involves travelling globally, finding under-covered investment opportunities and under-served investors. Additionally, I provide an unbiased reporting on the global consumer / retail / luxury sector on a daily basis.
Responsibility for roughly 100 clients, both long term investors and hedge funds Very prolific writer to investors with trading and longer term investment ideas Liaised with research, sales, trading, derivatives and credit teams to develop cohesive retail and luxury products and ideas Managed the corporate access side of the teams, liaising with companies to set up conferences, road shows and meetings Ran alpha capture trading portfolios - won top 30 contributor awards from Citadel and GSA Responsible for managing research team's client contacts, meetings and corporate events Top 3 specialist retail sales person in city
Headed up the UK food retail team covering the large UK food retailers including brokership stocks. Also, co-covered the continental European stocks with colleagues - but frequently marketed on my own. Was first analyst in the retail sector to analyse and write a report explaining the OpCo PropCo valuations affecting the food retail sector Published first major piece of work on Tesco's US expansion in collaboration with US analyst First analyst to call Morrison's recovery and put on buy list with in-depth research
Part of a number 1 ranked research team for many years. Sole responsibility for 10 midcap stocks Back-up for larger stocks which were covered by team heads - regularly contributing to research papers, attending meetings and presenting on these companies. I also stood in for team heads when out of the office Had sole responsibility for 45 clients to whom I broked both the larger stocks and my stocks Also spoke to the team's larger clients about my stocks