Wirral, England, United Kingdom
Final year student studying economics and finance at University of York. Interned in Portfolio Management at Aviva in London and Mole Valley Asset Management. Head of trading for York Trading Society, publishing sector updates and placing simulated trades based on research. Senior Analyst for the Griff Investment Fund. VP for York Investment and Finance Society. CISI Qualification: International Introduction to Securities and Investment. UpReach associate. SEO London member.
Analyst for the thematic and tactical sector for a long only investment vehicle managing £20k AUM. Collaborate in pitching equities developing theses and modelling assumptions in valuations.
Assisted in the active management of bespoke multi-asset portfolios for HNWI clients, conducting monthly rebalancing and producing return visualisations to support client reporting. Developed and back-tested quantitative sectoral financial metric ranking models in Excel across 6 years of EU market data, generating a simulated annualised alpha of 7.5% above benchmark.
Lead sessions on DEI and update members on opportunities for breaking into finance.
Oversight for publishing market reports. Delivering talks on financial instruments and trading. Managing simulated portfolios of the cohort.
Lead researcher publishing macro updates on EMEA and using research to place simulated trades in various securities including equities, futures and options.