Charles King, Cfa, Mba

Charles King, Cfa, Mba Email and Phone Number

Chief Investment Officer at FigTree Financial @ FigTree Financial
Barbados
Charles King, Cfa, Mba's Location
Barbados, Barbados
Charles King, Cfa, Mba's Contact Details

Charles King, Cfa, Mba work email

Charles King, Cfa, Mba personal email

About Charles King, Cfa, Mba

Senior executive with 12 years risk, investment management and capital market experience for international multi-asset portfolios. Expertise designing investment/risk management policy, driving and implementing investment strategy and building investment, wealth management and reporting infrastructure. Numerate, strategic thinker with significant board room and leadership experience with a sound track record for innovation and achieving results.

Charles King, Cfa, Mba's Current Company Details
FigTree Financial

Figtree Financial

View
Chief Investment Officer at FigTree Financial
Barbados
Website:
figtreegroup.net
Employees:
18
Charles King, Cfa, Mba Work Experience Details
  • Figtree Financial
    Figtree Financial
    Barbados
  • Figtree Financial
    Chief Investment Officer
    Figtree Financial Mar 2020 - Present
    St. Michael, Bridgetown , Bb
  • Monarch Consulting Inc.
    Managing Director
    Monarch Consulting Inc. Feb 2015 - Present
    Investment Management/Finance Services Consultancy• Project Management/Implementation – Built asset management and reporting platform for family office with international high-net worth client base, including: - (i) installation of consolidated investment reporting system (ii) design and implementation of investment and compliance procedures (iii) licensing of appropriate entities to provide services (iv) development and implementation of relevant banking and service provider relationships• Executive Services – Director and executive representative for fund, asset management, trustee and corporate services entities• Financial Analysis & Reporting – Audit support, financial analysis services for local businesses
  • Summit International Bank Limited
    Senior Investment Manager
    Summit International Bank Limited Jun 2012 - Dec 2014
    • Leadership – Implemented structures and collaborated with other departments to transform the culture and substantially reduce the incidence of trading/compliance errors to near zero• Portfolio Management – Monitor and adjust portfolio risk towards consistent achievement of return targets with minimum risk exposure. Advise the Investment Committee of significant risk exposures and make recommendations for strategic allocation of the risk budget. Implement investment strategy, day to day oversight of global multi-asset portfolio and manage the Front Office team
  • Summit International Bank Limited
    Trading Assistant, Senior Trader, Investment Manager
    Summit International Bank Limited May 2006 - Jun 2012
    • Risk Management – Overhauled investment risk policy, implementing a non-traditional approach which added significant value to the investment process through (i) increased flexibility/ease of evaluating new investments and (ii) an in-depth, holistic method for risk management. The overhaul focused risk management on (i) identifying underlying risk factors (ii) closely monitoring aggregate exposures to the risk factors, (iii) introducing counterparty exposure limits and measurement tools and (iv) independent monitoring of liquidity/solvency ratios• Counterparty Risk – Structured the counterparty relationships to minimize exposures to counterparty default. This included (i) negotiation of preferential legal terms (ii) limits on capital at risk with each counterparty and (iii) use of credit-default-swaps to monitor and hedge counterparty risk• Trading – Designed and implemented trading strategies/structures to hedge various types of risks and enhance portfolio return. Products traded include interest rate options, FX options and forwards, credit default swaps, equity index futures and options, treasury futures and options and commodity futures and options• Research – Produced broad macro-economic research as well as critically evaluated private lending opportunities. Analysis included critical review of financial statements, ratio analysis, cash-flow analysis, forecasting and stress testing• Programming – Built fully functional, semi-automated reporting tool in Microsoft Excel, with capabilities to report performance on various investment products and structures
  • Barrick International Bank Corp.
    Analyst Intern
    Barrick International Bank Corp. Jul 2005 - Feb 2006
    Responsible for project to streamline global banking relationships across the Barrick group of companies: - - Collect, analyse and interpret accounting and banking data- Develop RFP for global banking services

Charles King, Cfa, Mba Skills

Investments Asset Management Risk Management Portfolio Management Financial Analysis Equities Fixed Income Investment Strategies Derivatives Wealth Management Trading Corporate Finance High Net Worth Individuals Risk Analysis Hedging Counterparty Risk Credit Risk Hedge Funds Data Analysis Cash Management Fx Hedging Financial Modeling Alternative Investments

Charles King, Cfa, Mba Education Details

  • University Of Warwick - Warwick Business School
    University Of Warwick - Warwick Business School
    Master Of Business Administration (M.B.A.)
  • The University Of The West Indies Cave Hill Campus
    The University Of The West Indies Cave Hill Campus
    Economics & Mathematics
  • Harrison College
    Harrison College

Frequently Asked Questions about Charles King, Cfa, Mba

What company does Charles King, Cfa, Mba work for?

Charles King, Cfa, Mba works for Figtree Financial

What is Charles King, Cfa, Mba's role at the current company?

Charles King, Cfa, Mba's current role is Chief Investment Officer at FigTree Financial.

What is Charles King, Cfa, Mba's email address?

Charles King, Cfa, Mba's email address is ch****@****ail.com

What schools did Charles King, Cfa, Mba attend?

Charles King, Cfa, Mba attended University Of Warwick - Warwick Business School, The University Of The West Indies Cave Hill Campus, Harrison College.

What skills is Charles King, Cfa, Mba known for?

Charles King, Cfa, Mba has skills like Investments, Asset Management, Risk Management, Portfolio Management, Financial Analysis, Equities, Fixed Income, Investment Strategies, Derivatives, Wealth Management, Trading, Corporate Finance.

Who are Charles King, Cfa, Mba's colleagues?

Charles King, Cfa, Mba's colleagues are Janice Brown, Rachel Belgrave, Christopher Gregory, Caia, Chris Scott, Navendra Bajnath, Msc, Bsc, Rameez Ishmael, Samantha Greenidge, Llb, Llm, Cams.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.