Patrick Close Email & Phone Number

Boulder, Colorado, United States

London, England, United Kingdom

EMEA Business Finance partnering closely with Travel and Retail business leadership on strategy development, resource allocation, revenue performance tracking and insights.

London, England, United Kingdom

Strategic business partner and trusted advisor to regional VP and in-country management teams with a primary focus on generating actionable insights into drivers of business growth, market trends, risks and opportunities through analytical solutions and cross functional partnering Conduct analyses to understand business performance, and provide concise summaries and recommendations to management leveraging complex data sets and employing strong technical and analytical skills - SQL, R Support and drive efficiency in core finance processes such as weekly revenue reporting and analytics, quota setting, forecasting, opex management, and long-term business planning and resource allocation

London, United Kingdom

EMEA Business Finance, Northern Europe

London, United Kingdom

Lead manager of the Neptune US Mid Cap Fund ($13mn) and Co-manager of the Neptune US Opportunities Fund ($375mn) as of May, 2016. Fund philosophy is to target high quality companies with sustainable high returns on capital over a 3-5 year holding period to deliver strong risk adjusted returns in excess of the market. The funds have a bottom-up fundamental focus built around a rigorous investment process involving a proprietary screening tool to narrow the market to a high quality opportunity set and a comprehensive bottom-up forward looking model to assess valuation and return potential. In addition, I perform broader quantitative screening on the market as a whole and specific sectors to identify quality companies at a reasonable price. I have experience developing tools and programs with the use of Visual Basic, R, Python, MS Access, SQL, MS Excel.

London, United Kingdom

Head of Neptune's global healthcare research, primarily focused on pharmaceuticals, biotechnology, medical devices, life science tools & diagnostics, and healthcare services & providers in the US, UK & Europe. I provide both bottom up fundamental analysis on a company specific level as well as industry level top down analysis on a sub-sector level. I am responsible for screening and selection of stocks to be added to our global healthcare sector portfolio, which helps drive stock selection in our funds. Beyond company specific research I also contribute to our Macro research effort with analysis in monetary and fiscal policy as well as sector level thematic and fundamental analysis. I primarily contribute to our US focused products: Neptune US Opportunities FundNeptune US Income FundAs well as a number of Globally mandated products as needed.

Kenya & India

Consulted for the Nike Foundation as part of my MBA program at Oxford:Evaluated proven social enterprises that can be scaled and franchised in accordance with The Nike Foundation’s mission of unlocking the potential of adolescent girls in developing areas. Created prototype for e-platform to give visibility to proven projects to NGOs and social organisations.

Oklahoma City, Oklahoma

As a Project Manager in the Asset & Financial Management Group I served a variety of roles combining my engineering skills, ability to coordinate diverse teams of people, and high quantitative and analytical aptitude. I developed several methods and tools to help improve operational efficiency, mitigate abuse of company assets, and led the effort to integrate their use across our finance, operations, IT, and security teams.

Oklahoma County, Oklahoma, United States

Indianapolis, Indiana

Process engineering with a focus on manufacturing and supply chain process optimization through the use of Lean Six Sigma and computational simulation (Monte Carlo).

Peoria, Illinois

Master Of Business Administration (Mba), Distinction

Activities and Societies: Oxford University Boat Club

Bachelor Of Science (Bs), Industrial Engineering

Activities and Societies: Purdue Rowing Team