Katherine Edwards Email & Phone Number

London, England, United Kingdom

Relationship management for one of the two co-owner's client base, completing all preparation work/research ahead of client meetings and also the relevant follow-up work/recommendations. Daily use of Transact to re-balance/place deals for individual client portfolios. Also represented the company at client networking events. Liaised with the outsourced Investment Strategist regarding portfolio construction and implemented strategy accordingly. Provided guidance to colleagues, particularly concerning investment queries and reports.Assisted the co-owner in the preparation and lead of monthly investment committees. Monitored the performance of the company's passive investment offering (using FE Analytics).

London, United Kingdom

Represented the company at fund manager interviews both domestically and internationally through face-to-face meetings and teleconferences. Primary author of fund reports spanning a wide range of equity fund geographies, sectors and styles. Member of the Grading Committee, contributed actively to the delivery of and response to arguments presented- facilitating the resolution of grading decisions. Lead SRI analyst, responsible for surveillance, criteria development and identification of new sales opportunities for this sector. Represented S&P Capital IQ at industry events.

London, United Kingdom

Completed monthly fund performance analysis which was distributed to the entire Aviva/Aviva Investors JV, also provided the fund performance and sales data for the monthly executive KPI board report. Maintained the majority of day-to-day relationships with key wealth management accounts. In addition to this, supported the Aviva Investors collective investment strategy and sales, through promotion and training within the retail channel, aiding tied financial advisers within Aviva.

London, United Kingdom

Closely involved with the development of the recommended fund list and model portfolios. Completed regular quantitative and qualitative fund analysis for the entire client base. Constructed customised investment reports, in advance of client meetings. These reports included fund recommendations, based on the monthly fund analysis and/or adaptions to the recommended model portfolios.

North Devon

Responsible for the construction of financial planning reports on behalf of the Partners. This included investment portfolio planning, fund recommendations and retirement income appraisals.

London, United Kingdom

Completed both quantitative and qualitative analysis to support the investment management team. Responsibility for monitoring portfolio allocation, in-line with the model portfolios used. Fully covered the investment administrator's role when required.Hill Martin Asset Management was sold to Duncan Lawrie in 2006.

Certificate In Life & Pensions

Exam Title: Pensions & Retirement Planning (R04).

Investment Management Certificate, Uk Regulation & Markets And Investment Practice

Certificate In Financial Planning

Ba (Honours) Business Studies, 2.1

Final year modules: Economics, Investment Management, Quantitative Analysis, Competitive Analysis, International Business. Dissertation.

Investment Administration Qualification

Exam Titles: An introduction into Securities & Investment, FSA Regulatory Environment and Performance Measurement.