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.

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.

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.

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.

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.

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.

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