Charles King, Cfa, Mba Email and Phone Number
Charles King, Cfa, Mba work email
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Charles King, Cfa, Mba personal email
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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.
Figtree Financial
View- Website:
- figtreegroup.net
- Employees:
- 18
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Figtree FinancialBarbados -
Chief Investment OfficerFigtree Financial Mar 2020 - PresentSt. Michael, Bridgetown , Bb -
Managing DirectorMonarch Consulting Inc. Feb 2015 - PresentInvestment 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
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Senior Investment ManagerSummit 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
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Trading Assistant, Senior Trader, Investment ManagerSummit 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
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Analyst InternBarrick International Bank Corp. Jul 2005 - Feb 2006Responsible 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
Charles King, Cfa, Mba Education Details
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University Of Warwick - Warwick Business SchoolMaster Of Business Administration (M.B.A.) -
The University Of The West Indies Cave Hill CampusEconomics & Mathematics -
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.
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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.
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