A leadership role establishing an equity research team for Citigroup’s $80bn in-house fund manager in the Wealth channel. Responsible also for investment coverage of the consumer sector. • Developed operational model for team of 10 sector specialist research analysts• Line management responsibility, setting objectives, ensuring delivery of targets, supporting effective team collaboration• Led the investment process across multiple consumer staples and discretionary subsectors, from top-down thematic strategy through to bottom-up fundamental stock selection

A senior buy-side equity analyst and investor role in two leading institutional asset managers. Specialised in research coverage of global consumer staples and managed a sector specific fund.• Identified and communicated successful investment ideas to a team of 10 generalist portfolio managers using the ‘Quality Growth at a Reasonable Price’ investment style• Delivered idea generation through strategic and financial analysis of sectors and companies, engaging with management teams and external research providers• Managed $400m sector specialist fund which generated over 100bps of annual outperformance over a ten-year basis• Led project to integrate ESG factors into fundamental research process• Engaged directly with company management and boards on governance issues with SSGA asset stewardship team

A senior sell-side equity research analyst role advising institutional asset managers on equity investment in the European Beverages sector • Analysed industry and company dynamics, built detailed financial models and produced regular written reports to develop research franchise• Maintained pro-active marketing schedule with clients in UK, US and Europe• Arranged company roadshows, internal sales desk presentations and bespoke client events with senior management of companies under coverage• Line management of junior analyst and responsibility for work-load of off-shore analyst

A sell-side equity research analyst role advising institutional asset managers on equity investment in the European Beverages sector • Initiated lead coverage of small cap stocks and supported two senior analysts

• Project managed exit strategy for $1bn Burger King contingent liability exposure, leading team of Diageo’s relationship banks, legal, tax and treasury teams • Led team to develop and propose capital structure and return of capital policy papers

• Project based role ensuring financial rigour in business decision-making e.g. trade terms, sales force and brand marketing spend effectiveness• Line management of two analysts within team

• Daily face-to-face contact with customers in on-trade territory management role• Led sales force effectiveness project for regional sales team

• Graduate sales & marketing programme, assigned to Gourmet Ireland Ltd, a start-up venture led by ‘Celebrity Chef’ Paul Rankin