Manage Relationships with UK and European clients in Asia Pacific, Emerging Markets, and Worldwide Sustainability strategies.

Managed long term relationships with pension funds, charities and investment trust clients invested in Global Emerging Markets strategies. Three segregated accounts, consultant relationships, and institutional pooled investors of approximately $1bn in total and of significant revenue importance to the $4bn St Andrews Partners team within Stewart Investors. Directed activity for an investment trust – communicated with shareholders, directors, company secretaries, and research analysts… Show more Managed long term relationships with pension funds, charities and investment trust clients invested in Global Emerging Markets strategies. Three segregated accounts, consultant relationships, and institutional pooled investors of approximately $1bn in total and of significant revenue importance to the $4bn St Andrews Partners team within Stewart Investors. Directed activity for an investment trust – communicated with shareholders, directors, company secretaries, and research analysts. Drafted management reports to explain the investment philosophy, the investment case for individual companies and performance. Conducted investment specialist duties - hosted webcasts and conducted portfolio updates to clients and shareholders.Developed successful working relationships with internal operational teams to ensure that a high standard of service was delivered to clients. Sponsored a Maitri Trust grant to PILO in South Africa to achieve behavioural change in education. Critiqued and mentored the partner organisation on their strategy and financial sustainability. Role involved an understanding of a challenging environment for school management teams and district officials. Show less

Planned, directed and managed the Initial Public Offering for Scotgems, entirely focussed on small caps, during a challenging environment for equity trust IPOs. Coordinated marketing of launch without the help of a broker during a challenging environment for equity trust IPOs. This was one of only three successful conventional equity trust IPOs in 2017. Closed ended structure was chosen to allow greater conviction in small caps than possible in open ended funds.Developed relationships… Show more Planned, directed and managed the Initial Public Offering for Scotgems, entirely focussed on small caps, during a challenging environment for equity trust IPOs. Coordinated marketing of launch without the help of a broker during a challenging environment for equity trust IPOs. This was one of only three successful conventional equity trust IPOs in 2017. Closed ended structure was chosen to allow greater conviction in small caps than possible in open ended funds.Developed relationships with institutional clients in Global Emerging Markets, Asia and Global strategies based in the UK and Scandinavia. Managed capacity in strategies closed to new investors. Successfully managed complex business evolution including fund manager succession and a change of ownership.Coordinated the marketing of Pacific Assets Trust, with an investment approach focussed on sustainable development. Coordinated a full rebrand, flexibility for investments to qualify by economic exposure, not just listing, and the introduction of a new absolute return performance objective to align with the investment philosophy. Show less

Prioritised requests for portfolio manager updates with clients from a global distribution team.Created improved systems for recording client data. Cleaned up a CRM system and organised SharePoint.Coordinated client take-on meetings to ensure correct stakeholders were involved in agreeing terms of management agreements.

Charity provides housing to armed forces community families who are in need.Helped to make strategic investment decisions.

Infantry officer deployed on operations to Afghanistan twice - Liason Officer in Task Force Helmand during a period of transition back to host nation control, worked in a deployable NATO headquarters in Gloucester, Falkland Islands, platoon commander in Afghanistan, and public order duties in Northern Ireland.

Carried out daily reconciliation of internal and external valuations for 11 equity and bond funds. Post-reconciliation I liaised with portfolio managers, if balances moved away from acceptable parameters, to allow remedial action. Worked for the AIM EIS team in preparation for a new offering to investors. Research into AIM listed EIS eligible companies was published to investors.