I have 8+ years’ experience developing financial strategies and leveraging commercial insights in the financial sector. In my current role, I focus on thought leadership and driving adoption of portfolio income investment among institutional investors and delivering results Dynamic and efficient professional with extensive experience in successful client investment management. Competent, reliable and dedicated professional.
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RetiredNone Jul 2023 - Present -
DirectorBlackrock Aug 2021 - PresentLondon Area, United Kingdom1.Responsible for the development of investment banking business according to the company's development strategic plan2. responsible for establishing investment banking management system, etc., and specifically responsible for the implementation of the implementation;3. responsible for planning and promoting new investment banking projects and expanding institutional clients;4. organize and participate in negotiations related to the formation of funds;5.Formulate project development and investment plan and implementation plan according to the company's development decision 6.Responsible for the management of managed investments, regularly review portfolio operations and analyze performance -
Deputy Manager Business DevelopmentBlackrock Jun 2019 - Jul 2021London Area, United KingdomParticipate in the formulation and improvement of business plans, processes, rules and standards related to the company's business, and promote the development of investment banking business. -
Senior Investment AdvisorLmax Group Apr 2018 - May 2019London Area, United Kingdom1.Analytical support for strategic new initiatives – market sizing, cost v benefit analysis, scenario analysis, competitive intelligence2.Liaising closely with various internal teams, as required, including business lines, liquidity management, Sales, Marketing, Operations, IT/Development and Finance3.Work with market data sales and the business leads to develop and roll out to existing and new clients a commercial plan for market data as part of the optimisation of overall revenue. -
AssociateMorgan Stanley Uk Ltd Jul 2016 - Mar 2018London Area, United KingdomCredit Trading Nordic Credit Sales
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AnalystMorgan Stanley Uk Ltd Jul 2014 - Jun 2016London Area, United KingdomBanks credit research
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Finance GraduateBarclays Sep 2013 - Jul 2014London, England, United Kingdom
Marty Estes Education Details
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Business Administration And Management, General -
Msc Risk Management&Financial Engineering -
International Finance
Frequently Asked Questions about Marty Estes
What company does Marty Estes work for?
Marty Estes works for None
What is Marty Estes's role at the current company?
Marty Estes's current role is Retired.
What schools did Marty Estes attend?
Marty Estes attended Texas Tech University - Rawls College Of Business, Imperial College Business School, New York University.
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Marty Estes
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