I am pre-dominantly focused on supporting existing and new ESG initiatives including; - Partnering with Investment and Marketing teams to develop messaging, competitive positioning and sales force training on ESG- Leading the development of new ESG fund ranges including liaising with Investment teams on portfolio construct, building block selection and mandate definition- Leading the market testing of new ESG fund ranges with key distributors, ratings agencies and internal sales… Show more I am pre-dominantly focused on supporting existing and new ESG initiatives including; - Partnering with Investment and Marketing teams to develop messaging, competitive positioning and sales force training on ESG- Leading the development of new ESG fund ranges including liaising with Investment teams on portfolio construct, building block selection and mandate definition- Leading the market testing of new ESG fund ranges with key distributors, ratings agencies and internal sales teams. Also experienced at utilising external research agencies for ESG research to inform product development and marketing. Show less

Proposition specialist within the discretionary investment management division of Standard Life Investments. Responsible for the full proposition lifecycle; idea generation, product design, governance, technical input to sales & marketing activity. Experience of a range of mandate types from traditional to new active multi asset, via a variety of structures including segregated portfolios, collectives and managed portfolio services. Key projects; Managing end to end delivery… Show more Proposition specialist within the discretionary investment management division of Standard Life Investments. Responsible for the full proposition lifecycle; idea generation, product design, governance, technical input to sales & marketing activity. Experience of a range of mandate types from traditional to new active multi asset, via a variety of structures including segregated portfolios, collectives and managed portfolio services. Key projects; Managing end to end delivery of launching our Managed Portfolio Service on external platforms.Managing end to end delivery of a new Enhanced Diversification investment proposition for high net worth clients.Managing end to end delivery of regulatory projects such as RDR and MIFID II. Show less

Key projects undertaken as Proposition Architect included;Launch of the re-designed Standard Life Wealth proposition following the acquisition of Newton Private Clients.Launch of the Conventional Managed Portfolio Service, a range of five risk-based, multi-asset portfolios.Managing the business response to the Retail Distribution Review.Development of a client suitability and risk profiling tool in conjunction with an external software vendor.

Supporting a Client Portfolio Manager in the management of high net worth clients and new business growth.