Arun Subbiah, Cfa, Fcsi Email & Phone Number

- Hold SMF3 – Executive Director SM&CR position - I am a CFA Charterholder.- Over 15 years Investment Management experience- Experienced investment analysis of UCIT Funds, Investment Trusts, and ETFs- Knowledge and experience in analysis of public equities - all sectors- First hand experience in Financial ModellingOther skills- Experienced presentor to variety of stakeholders form retail to technical - Excellent writing skills and also video editing for investment commentary / presentations- Advanced Excel skills- Experience of industry databases for quantitative anaysis - i.e. FactSet, Bloomberg, Dynamic Planner, FE analytics

Listed skills include Wealth Management, Investment Management, Investments, Portfolio Management, and 9 others.

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  Investment Director (Smf 3)

  Egr Wealth

  Apr 2017 - Present - London, United Kingdom

  Investment Management• Responsible for the Discretionary Fund Management of over 500 multi-asset model portfolios• Investment analysis of UCIT Funds, Investment Trusts, and ETFs• Investment analysis of UK, European and US public equities• Primary contributor of Investment Management Committee• Experience in portfolio construction and asset allocation to specified mandatesResponsibilities and achievements- Hold SMF3 – Executive Director SM&CR position – Part of Firm’s Board of Directors and Governance of CMP. - Designated Consumer Duty champion – responsible for effective governance of principle 12 - Prescribed Responsibility B - Responsibility for the firm’s performance of its obligations under the employee certification regime- Write investment articles and recorded video investment commentary for Firm’s social media and conduct regular technical presentations to sales team and stakeholders - Maintain efficient working relationship with back and middle office on all matters of client mandate, including openings, transfers, compliance, legal, bespoke requests and managing team of 20 colleagues