Emma Hepburn Email & Phone Number

London, England, United Kingdom

Head of Investment Governance across the CIO Front Office providing effective oversight of all funds. Conduct analysis on the key performance and risk drivers, providing clear challenge and reviewing consistency of performance across strategies.Comprehensive portfolio analysis and interpretation on core products across global investment capabilities (across Equity, Fixed Income, Multi-Asset, Quantitative Equity & Liquidity). Manage the Investment Process review function… Show more Head of Investment Governance across the CIO Front Office providing effective oversight of all funds. Conduct analysis on the key performance and risk drivers, providing clear challenge and reviewing consistency of performance across strategies.Comprehensive portfolio analysis and interpretation on core products across global investment capabilities (across Equity, Fixed Income, Multi-Asset, Quantitative Equity & Liquidity). Manage the Investment Process review function, maintaining a thorough understanding of investment strategies and analyse the success of investment process application.Deliver regular commentary to the Global CIO, Asset Class CIOs and board level management, ranging from short market commentaries and high-level summaries of key performance and volatility drivers across the front office, to detailed security selection and fund analysis.Planning, organisation and management of application service delivery projects, ensuring projects are delivered to agreed timescales, scope, quality standards, processes and cost. Build and maintain relationships with regional offices to ensure clean communication and successful implementation of the global investment themes and principles to ensure the front office remains symbiotic and well integrated. Show less

London, United Kingdom

London, United Kingdom

Analysis of OEIC, SICAV, Investment Trust and internal Fund of Fund performance. Identify strategic sales narrative, provide commentary for client meetings, written marketing materials and client reports.Proactively engage with Investment Analysts and Fund Managers to discuss strategy performance. Conduct investment analysis in response to specific client queries. Produce and develop comprehensive attribution reports using qualitative and quantitative measures to identify the… Show more Analysis of OEIC, SICAV, Investment Trust and internal Fund of Fund performance. Identify strategic sales narrative, provide commentary for client meetings, written marketing materials and client reports.Proactively engage with Investment Analysts and Fund Managers to discuss strategy performance. Conduct investment analysis in response to specific client queries. Produce and develop comprehensive attribution reports using qualitative and quantitative measures to identify the drivers of performance and investment risk.Involvement in projects to deliver scalable business solutions, support project and change initiatives to meet MiFID II, GDPR and other regulatory requirements.Developed and standardised the client reporting function and production processes to achieve greater automation and improve efficiency and accuracy. Redesigned an effective product governance control framework with a focus on efficiency in risk management.Responsible for the integrity of the Model Portfolios, utilising FE Analytics portfolio tool to analyse risk and implement Investment Committee decisions.Support the implementation of the investment process in accordance within the centralised investment philosophy and facilitate the smooth running of day-to-day investment operations.Good working knowledge of global securities, investment strategies, market data and fund/investment schemes. Notably an overview of collective equity, fixed interest and UK commercial property. Show less

City Of London

Built strong relationships and collaborative partnerships with Independent Financial Advisers to enhance new opportunities. Explain the Investment Process, products and vehicles to advisers and consultants to help them build a thorough understanding of the firms products and solutions. Provide supporting investment narrative for client meetings.Manager for investment related projects and strategy change programs: moving to a new CRM system and participation in moving to a new Portfolio… Show more Built strong relationships and collaborative partnerships with Independent Financial Advisers to enhance new opportunities. Explain the Investment Process, products and vehicles to advisers and consultants to help them build a thorough understanding of the firms products and solutions. Provide supporting investment narrative for client meetings.Manager for investment related projects and strategy change programs: moving to a new CRM system and participation in moving to a new Portfolio Management System. First port of call for investment queries and Investment inbox management, built and maintained trusting relationships with key stakeholders and external fund houses. Management of the Research team: maintenance of central spreadsheets, CRM system, Schedule of Recommended Investments, fund and index performance analysis. Updating Model portfolios, model and client performance analysis, witing of performance and market commentaries.Complete, collate and review RFP/DDQ responses. Communicate investment strategy with Research Analysts and Investment Managers, advisers and marketing. Provided guidance and managed communication to Financial Planning teams. Liaised with risk and compliance , managed the process for accountancy fund restrictions and participated in ‘approved panel’ applications. Produced investment marketing materials and Investment Bulletins.Investment Committee pack preparation and distribution, supported the Investment Director and Research team with meeting preparation and distribution of workflows. Created sales slide decks. Drafted Investment related board reports commentary.Completed the IMC in 2016. Show less

City Of London

Acting as office manager in this boutique office, facilitating the smooth and efficient running of the support function. Implemented procedures and templates to streamline more efficient processes. Handled trade paperwork and client queries.Liaised with suppliers and SIPP companies on behalf of brokers, management and clients. Contributed to promotional literature, RFPs, prospectus’ and brochures Effectively communicate products and solutions to Financial… Show more Acting as office manager in this boutique office, facilitating the smooth and efficient running of the support function. Implemented procedures and templates to streamline more efficient processes. Handled trade paperwork and client queries.Liaised with suppliers and SIPP companies on behalf of brokers, management and clients. Contributed to promotional literature, RFPs, prospectus’ and brochures Effectively communicate products and solutions to Financial Intermediaries and Advisors, understand prospect and client requirements. Show less

Strand, London

Provided support to the ‘Business to Field-based’ Account Managers and their customers. Enabled the Account Managers to maximise their front-line contact with buyers, contributing to increasing sales turnover of £190 million. Created and updated quotes, evaluations, and contract queries whilst producing contractual documentation. Obtained contact data and customer information, maintained and updated the internal CRM system. Created and updated quotes, contract queries and… Show more Provided support to the ‘Business to Field-based’ Account Managers and their customers. Enabled the Account Managers to maximise their front-line contact with buyers, contributing to increasing sales turnover of £190 million. Created and updated quotes, evaluations, and contract queries whilst producing contractual documentation. Obtained contact data and customer information, maintained and updated the internal CRM system. Created and updated quotes, contract queries and contractual documentation. Show less

Mayfair, London

Coordinated a team of 3 Sales Support staff assisting a floor of 20 traders. Ensured that all of the trading processes were effectively managed from dealing to settlement stages.Oversee preparation of responses to RFPs, write specific responses to meet individual prospect requirements. Pre-meeting research and preparation of materials. Attend networking and industry events. Ensure internal communication of activity across the team.Provide and manage day-to-day client… Show more Coordinated a team of 3 Sales Support staff assisting a floor of 20 traders. Ensured that all of the trading processes were effectively managed from dealing to settlement stages.Oversee preparation of responses to RFPs, write specific responses to meet individual prospect requirements. Pre-meeting research and preparation of materials. Attend networking and industry events. Ensure internal communication of activity across the team.Provide and manage day-to-day client support. Management and upkeep of the CRM tool. Show less

Level 6 - Financial Markets, Financial Markets, Pass

This is a unit of the Chartered Wealth Manager Qualification and the Diploma in Capital Markets. It is a professional level exam requiring.

Level 4 Diploma, Investments And Securities, Pass

Developed to comply with the examination standards of the RDR. ESMA/MiFID II compliant. Can apply appropriate knowledge and understanding.

Investment Management Certificate (Imc), Investments And Securities, Pass

The IMC delivers the threshold competency knowledge required by investment professionals involved in portfolio management, research.

High School, A-Level, C

Economics: C ICT: C English Literature: C

High School, Gcse, A* - B

English Lang: A Maths: A English Lit: A* Science (Double award): A*, A Graphics: A* R.E: A* History: A ICT: (CiDA x 3): Credit