Jonathan Cook Email & Phone Number

United Kingdom

London, England, United Kingdom

• 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

London, United Kingdom

• 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

London, United Kingdom

• 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

London, United Kingdom

• 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

Northern Ireland And Boston, USA

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

Ma, Modern Languages (French & Spanish)

Education record