Senior Management Duties:
• Deputy Chief of Staff of a 100-strong office into a Tier 1 multi-asset investment firm, including: recruiting of 10 senior managers, establishments and rollout of KPIs for staff, IT transformati ...see more
Senior Management Duties:
• Deputy Chief of Staff of a 100-strong office into a Tier 1 multi-asset investment firm, including: recruiting of 10 senior managers, establishments and rollout of KPIs for staff, IT transformation, and managing and growing a $150 M annual budget.
• Management Committee: organized weekly meetings for the CEO with department heads and followed up on agreed actions and plans before and after the meetings, representing and reporting to the CEO.
• Strategic Review: Quarterly and Annual reviews of the strategic direction of the office in terms of staffing, budget, and operations and presentations to the CEO and Board.
• Risk Management: Automated and ran risk management reports across the entire $250 Bn portfolio and reported to the Investment Committee weekly; recruited and onboarded the next risk manager.
Investing Experience – Fundamental Equities
• Sectors focus: Technology, Consumer, Healthcare
• Investing market scan: Universe formation, funnel approach, target company due diligence with public sources
• Financial modelling: cash flow modelling, DCF, relative valuation, returns sensitivity analysis
• Investment Memorandum: wrote >15 investment memos, presented to IC and achieved buy-in to enter/exit positions