Dynamic Fixed Income Portfolio Manager at Investment and Portfolio Consultants Limited, adept at investment analysis and risk management. Successfully aligned diverse portfolios with client goals, enhancing performance through strategic asset allocation. Proven leader in mentoring teams and delivering tailored investment strategies, driving significant client satisfaction and portfolio growth.
Overview
40
40
years of professional experience
Work History
Fixed Income Portfolio Manager.
Investment and Portfolio Consultants Limited London
London
06.1998 - Current
Analyzed investment opportunities to support portfolio performance and strategy.
Managed diverse investment portfolios to align with client financial goals.
Analyzed market trends to inform strategic investment decisions.
Collaborated with clients to develop tailored investment strategies.
Conducted risk assessments to mitigate potential financial losses.
Facilitated regular portfolio performance reviews with stakeholders.
Implemented asset allocation strategies for optimal portfolio diversification.
Utilized financial modeling tools for accurate projections and analysis.
Mentored junior staff on investment analysis and portfolio management best practices.
Monitored investments, identified risks, and managed portfolio performance through regular reviews.
Met with clients on regular basis to discuss market trends, portfolio adjustments and performance details.
Reviewed existing portfolios regularly to ensure they remain aligned with clients' needs.
Built and presented investment proposals for clients.
Advised clients on risk management strategies to mitigate losses from volatile markets.
Produced reports on current trends in the markets, asset allocations, and capital flows.
Conducted market research and analysis of macroeconomic factors affecting investment decisions.
Evaluated risk, gauged relative valuations and identified threats.
Provided options to high net worth clients to increase yields and minimize risk.
Maintained updated records of transactions and adjusted portfolios accordingly.
Facilitated new investment strategies to address areas of underperformance.
Analyzed economic indicators to anticipate changes in the market environment.
Performed due diligence on potential investments to ensure compliance with regulations.
Assessed potential investments using fundamental and technical analysis techniques.
Leveraged cutting-edge technology and software for portfolio analysis and management tasks.
Presented portfolio performance reports to stakeholders, highlighting achievements and areas for improvement.
Program Business Developer, Renewable Energy
Sustainable Energies Limited
London
04.2017 - 04.2021
Collaborated with cross-functional teams to align project goals with company objectives.
Managed stakeholder relationships to ensure alignment on project deliverables and expectations.
Prepared reports on project progress, highlighting key insights for senior leadership review.
Financial Analyst
CleanTech Energies
London
06.2006 - 10.2009
Conducted research on industry best practices to inform decision-making processes.
Presented findings to stakeholders to guide strategic planning efforts.
Prepared reports for upper management using MS Excel, Powerpoint and Access.
Financial Analyst
SunRay Renewable Energy
London
12.2007 - 04.2009
Analyzed financial data to support CleanTech Energies' renewable energy projects.
Collaborated with project managers to assess financial risks and opportunities.
Utilized advanced Excel functions for data modeling and analysis tasks.
Monitored regulatory changes impacting financial operations and compliance.
Convertible and Equity Trader
Star Asset Management
London
06.1996 - 06.1998
Analyzed market trends to inform trading strategies and decisions.
Executed trades across various asset classes using advanced trading platforms.
Monitored and assessed portfolio performance for risk management purposes.
Analyzed financial statements, news releases, and other data sources to assess the impact of external factors on stock prices.
Performed detailed research into individual companies to evaluate their potential as investments.
Maintained accurate records of all transactions and portfolios.
Participated in regular meetings with senior traders to review performance metrics and discuss strategic initiatives.
Japanese Warrant Market Maker
Daiwa Securities
London
01.1986 - 03.1998
Facilitated efficient trading strategies to enhance market liquidity and pricing.
Analyzed market trends to inform trading decisions and risk management.
Collaborated with teams to develop competitive pricing models for various assets.
Monitored trading activities to ensure compliance with regulatory standards and guidelines.
Executed high-volume trades while maintaining accuracy in order entry and execution.
Developed relationships with clients to understand their needs and enhance service delivery.
Japanese Equity and Convertible Trader
AJG Investments
London
06.1995 - 06.1996
Executed trades across various asset classes using advanced trading platforms.
Monitored and assessed portfolio performance for risk management purposes.
Managed client relationships to ensure satisfaction with investment strategies.
Implemented best practices related to risk management and regulatory compliance.
Maintained accurate records of all transactions and portfolios.
Japan warrant Broker
Cantor Fitzgerald International
London
04.1991 - 05.1995
Consulted with clients to understand their financial needs and goals.
Collaborated with legal and compliance teams to ensure regulatory adherence.
Maintained records of all transactions conducted on behalf of customers.
Executed trades based on established parameters set forth by clients.
Built positive and productive customer connections to drive consistent sales.
Japanese Warrant Market Maker
Klienwort Benson
London
10.1990 - 04.1991
Managed trading activities to ensure liquidity in financial markets.
Analyzed market trends to inform pricing strategies and risk assessment.
Collaborated with traders to optimize execution of buy and sell orders.
Monitored real-time market data to identify trading opportunities swiftly.
Mentored junior traders on market-making strategies and techniques effectively.
Implemented risk management protocols to minimize potential losses in trades.
Provided guidance and mentorship to junior traders within the team.
Japanese Warrant Market Maker
Merrill Lynch
London
04.1988 - 09.1990
Facilitated market transactions to ensure efficient trading activities.
Analyzed market data to identify trends and inform trading strategies.
Monitored market fluctuations to assess potential risks and opportunities.
Executed trades promptly to capitalize on favorable market conditions.
Developed strong relationships with clients to support trading operations.
Provided insights during team meetings to improve overall market strategies.
Maintained compliance with regulatory requirements in trading practices.
Reviewed trade logs regularly to ensure accuracy of transactions.
Japanese Equity Traders assistant
Sanwa Bank International
London
06.1986 - 12.1986
Prepared pricing for various trades activities.
Conducted research to support strategic initiatives and decision-making processes.
Entered data into databases accurately and efficiently.
Collaborated with team members to complete assigned projects efficiently.
Education
High School Diploma -
Ramsey
Halstead Essex
06-1986
Some College (No Degree) -
Colchester Colledge
Colchester
Skills
Investment analysis
Financial modeling
Risk management
Asset allocation
Portfolio diversification
Market research
Regulatory compliance
Performance reporting
Problem solving
Team leadership
Strategic thinking
Investment advisory
Fundamental analysis
Risk rating
Equity valuation
Hedge fund management
Derivatives trading
Investment strategy
Fixed income investors
Fixed income analysis
Financial analysis
Trading strategies
Portfolio optimization
Hedging strategies
Due diligence
Portfolio construction
Affiliations
Race Car driver for 5 seasons
Mountain climbing, three peaks trained in snow and dark, climbed Mont Blanc, Machu Picchu, and Kilimanjaro
Grade 6 Rock Guitarist
Female artistic level 3 gymnastics coach for 10 years
First aid trained.
Accomplishments
The most Astute Investors in Asian G3 Bonds for 2021
Rated highly commended UK & European based Asian Bond Investor.