Investment valuation and financial analysis of large-scale solar, battery storage and hydrogen-ready peaker investments across the UK and Europe. Extensive experience valuing UK, Nordic, Italian and Belgian opportunities. In-depth understanding of renewable energy and power markets within these countries. Designed and built from scratch complex financial models used companywide to value solar, battery storage and hydrogen-ready peaker assets. Both standalone and co-located technologies… Show more Investment valuation and financial analysis of large-scale solar, battery storage and hydrogen-ready peaker investments across the UK and Europe. Extensive experience valuing UK, Nordic, Italian and Belgian opportunities. In-depth understanding of renewable energy and power markets within these countries. Designed and built from scratch complex financial models used companywide to value solar, battery storage and hydrogen-ready peaker assets. Both standalone and co-located technologies. Analysis includes internal greenfield and brownfield developments, the acquisition of assets under development by external developers and already operational M&A opportunities. Manage and lead the data gathering process to ensure all inputs and assumptions are accurate and reflect current market conditions. Devised the logic used companywide to model co-located assets, including hourly analysis and forecasting of solar generation and battery trading to model the relationship and determine grid connection priority. Analysis includes both levered and unlevered investments. Ownership structures include outright ownership as well as joint venture and minority interest opportunities. Write investment reports and present recommended investment opportunities to senior leadership team and wider company Investment Committee. Close working relationship with engineering and asset management teams to determine real-world viability of projects and explore opportunities to optimise assets and find additional value. Show less

Key member of a portfolio management team managing $500m for high-net-worth and institutional clients. Broad investment background covering US and international equities, debt securities and alternative investments. Personally managed approximately $5m with sole responsibility for investment decision-making. Supported three senior portfolio managers with investment valuation, research and analysis. Financial modelling included discounted cash flow, comparable, sensitivity and scenario analysis.… Show more Key member of a portfolio management team managing $500m for high-net-worth and institutional clients. Broad investment background covering US and international equities, debt securities and alternative investments. Personally managed approximately $5m with sole responsibility for investment decision-making. Supported three senior portfolio managers with investment valuation, research and analysis. Financial modelling included discounted cash flow, comparable, sensitivity and scenario analysis. Renewable energy investments included multimillion dollar equity investments into leading North American renewable energy generation companies and solar PV manufacturers. Traded equities and fixed income and for client portfolios, including prime broker trading. Chair of the Investment Committee and presented investment recommendations and analysis to fellow Committee members. Led client acquisition and networking efforts. Presented to prospective US and global clients. Show less

Led investment valuation and capital market analysis for senior portfolio managers. Managed communications with high-net-worth and corporate clients in the US and globally. Monitored and measured performance of approximately $500m AUM. Member of the Investment Committee. Assisted with the operational side of the business, including working closely with traders and prime brokers.

Equity, ETF and mutual fund trading of accounts on multiple investment platforms with a combined AUM of $70bn. Daily pre-trading portfolio and capital market analysis. Bespoke trading and operations for select wealth management firms. Generated and presented reports to senior management and clients. Helped manage the merger of external investment management platforms into LPL following acquisition.

Responded to compliance questions and requests from LPL advisors and clients. Analysis and resolution of complex compliance situations. Provided advice on the suitability of investment products offered by LPL to clients. Developed a thorough understanding of numerous investment products and the surrounding regulations.

Communications and project management role. Project managed the opening of brand new schools from scratch, part of high profile education reforms. Worked on the communications team promoting and defending government reforms and managing the reputation of the Department. Regularly briefed the Prime Minister, Secretary of State and Government Ministers in person and in writing. Responded to media enquiries and information requests from the public.