Sevenoaks, England, United Kingdom
Highly analytical, detail-orientated and commercially minded investment professional with six years’ experience across leading global asset managers, including BlackRock and Ninety One (previously Investec AM). Currently part of BlackRock’s EMEA Solutions Structuring Team, with a strong track record in executing complex, high-valued client outsourcing deals. Strong project management skills, structured critical thinker with proven ability to solve intricate challenges and deliver long-term strategic value to clients. Experience working with both institutional and wealth clients, developing knowledge of the EMEA distribution marketplace. Confident communicator with excellent written and oral presentation skills, able to take responsibility and deliver work on time to a high standard.
Responsible for the design and delivery of complex outsourcing and investment solutions for institutional and wealth clients across EMEA. Partnering closely with relationship managers, product, technology and operational teams to structure tailored implementation approaches. Manage end-to-end execution from pre-win through to post-sale implementation, bridging business and technical requirements, coordinating cross-functional stakeholders and ensuring delivery with agreed timelines and objectives. Supporting business management activities by leading monthly pipeline reporting, providing senior management with visibility across early-stage opportunities through to fully funded mandates. Built trusted client relationships and contributed to the development of strategic, value-add solutions aligned to evolving client needs. Successful implementations include: Nordic wealth manager outsourcing (NNBF ~$4.1mn): Led a two-phase transformation of Global and Nordic exposures, included the launch of five bespoke index funds, merging legacy assets and delivery of manager research for client models. Further, launched two bespoke feeder funds predominately investing into a third-party master fund—BlackRock’s first master-feeder structure—via merger of existing assets. UK private bank co-manufacturing deal (NNBF ~$4.5mn): Replicated a successful US fund range in EMEA by launching four index funds tracking active indices, with the client appointed as investment advisor. Finnish asset manager EMD transition (NNBF ~$1.2mn): Transitioned a fundamental active emerging market debt mandate, supporting the client’s strategic growth objectives.
Worked in the Institutional Client Business as an RFP Writer for over three years at BlackRock. Specialised in producing high-priority, custom RFPs for new and existing institutional business opportunities. Translated complex investment strategies and performance narratives into clear, compelling proposals, while coordinating effectively with product specialists and client teams. Developed strong knowledge of the BlackRock platform and internal networks to deliver consistently high-quality, timely RFPs. Built strong stakeholder relationships to refine and evolve the firm’s narrative in line with client needs. Contributed to a 75% team win rate, supporting over 60 successful next-stage submissions and mandate wins, including a €700m Emerging Markets mandate from a large Dutch pension fund and a $1bn Cash mandate from a Swiss reinsurer. Promoted in January 2024, expanding responsibilities to partner with OCIO Sales and Multi-Asset Investment teams on the commercialisation of customised whole-portfolio solutions.
Started my career in the Client Services Team, managing and resolving retail clients and IFAs’ fund queries. Responsible for coordinating the online valuation service. Specialised in OEIC and GSF fund ranges. Liaised with the respective transfer agents (DST and RBC), generated daily flows and fund materials. Delivered core business management reporting, including quarterly AUM calculations and comprehensive fee invoice analysis and reconciliations to ensure financial accuracy. Gained experience in the RFP Team, working on rebranding and updating the content of RFPs for Quality and Multi-Asset strategies. Organising and maintaining DDQs on Qvidian.