James Newbery Email & Phone Number

Berlin, Germany

London, England, United Kingdom

London, United Kingdom

• Reporting to the CEO in an innovative fintech property investment platform that had raised seed funding
• Designed, developed and managed the investment process
• Hired the property sourcing and management team to build a diversified and profitable portfolio
• Attended and presented to board, existing and potential investors and prepared customer communications
• Reason for leaving: Resignation after the pandemic lead to a refocus of the core business which was prepared for exit

London, England, United Kingdom

London, England, United Kingdom

Worked directly with the CEO on various projects including a £4.5m fundraise and the acquisition of a foreign business.

London

• Established an investment consultancy which took on the following mandates and directly led to my next full-time role.
• Hay Hill Wealth Management: A boutique multi-asset wealth manager where I collaborated on all aspects of new wealth management business build-out including the investment process, investment analysis, fund research.
• Lincoln… Show more Established an investment consultancy which took on the following mandates and directly led to my next full-time role.
• Lincoln Private Investment Office: A boutique multi-asset wealth manager where I worked with the CIO providing input on strategy and portfolio construction across the liquid discretionary (multi-asset) business.
• British Pearl: A start-up fintech property investment platform where I assisted the CEO establishing the technology roadmap, building the investment process and putting in place all operational processes. This success.

London, United Kingdom

• Lead the fixed income product specialist team within active fixed income reporting directly to the Head of Fixed Income
• Liaised between the portfolio management team and both internal and external clients
• Detail investment and product strategy to internal and external clients/parties
• Developed new products including one client solution that was successfully pitched
• Raised profile of department within the organisation to make it the go-to point of reference for all things… Show more
• Raised profile of department within the organisation to make it the go-to point of reference for all things fixed income investment related (strategy, outlook, performance, attribution, commentary, presentations and.

London, United Kingdom

• Hired at its inception by a credit hedge fund reporting to the founders
• Design and build of risk reporting including portfolio analytics from first principles and specification of content (attribution, positioning, statistics, scenarios, peers)
• Product Specialist to build the marketing message including design and construction of marketing material, putting in place and writing DDQs including the investment and risk processes; preparing all business units for.
• Product Specialist to build the marketing message including design and construction of marketing material, putting in place and writing DDQs including the investment and risk processes; preparing all business units for.
• Building the Marketing and Client Services function including hiring and training of Head of Marketing and Junior Marketing Executive
• Responding to prospect queries and establishing business processes such as on-boarding of clients, selection and implementation of client relationship management software and associated customisation

• One of the largest dedicated fixed income managers in the world which had purchased the assets of Citigroup Asset Management (previous employer)
• Approached while on gardening leave to join the business reporting initially to the Head of Client Services Analytics in the US and ultimately the Head of London office
• Built and managed CS Analytics team who carried out all analytics (post trading) related to client portfolios and market environment
• As Product Specialist generated… Show more
• As Product Specialist generated market commentary, investment strategy and outlooks for internal and external consumption; holding client meetings
• Building portfolio optimisation analysis for segregated mandates

· Joined the middle office preparing valuations, client reporting and reconciliations· After 2 years joined the traditional global fixed income investment team reporting to the Head of Traditional Fixed Income· Constructed global fixed income and credit portfolios in line with strategic models· Responsible for market research and strategy across peripheral.