Rob Welsh Email & Phone Number

2 Manchester Square, London W1U 3PA

• Performance attribution modelling
• Portfolio recommendation & decision analysis
• Re-evaluating proprietary research structure, processes, and outcomes
• Writing an Investment Process Handbook for analysts
• Trade management process mapping, analysis, and re-engineering
• Creating a single ‘master’ RFP for all institutional marketing

United Kingdom

Reading Freight Service (RFS), CRM ProjectEuropean Pensions Management Trustee Services (EPM), Strategic ProjectsAttwool’s Marquees, Operational ImprovementAvon Scientific Chemicals, Operational Improvement

London, United Kingdom

• Corporate Due-Diligence
• Acquisition Searches
• Strategic Review

London, United Kingdom

London, United Kingdom

• Led the drive to sign-up local broking houses across Europe to Omiris’ cross –border equities transaction network.
• Built a network of European brokers across 10 markets
• Project-managed the set-up of the sales division from start-up including CRM software and processes, Broker User Agreements, and telecoms provider SLAs

London, United Kingdom

• Developed the user licence base within London-based institutional money managers
• Promoted adoption of Bloomberg’s transactional SaaS for equity and futures markets

London, United Kingdom & San Francisco

• Lead sales management role for S-E Asian Markets in London office
• Project managed the development of Indonesian derivative trading through the London trading hub
• Expanded this volume tenfold in my first year
• Promoted to lead Indonesian securities distribution across USA from Peregrine’s San Francisco office (1996)
• Member of Research Committee for Indonesia and Philippines
• Set up convertible bond (CB) sales desk in London on Santander Investments’ purchase of Peregrine operations post-Asian Crisis (1998)

Jakarta, Indonesia

• Established equity research product for new joint venture in Jakarta
• Secured a lead role for SNC in Indonesia’s largest IPO at that time

• Covered cigarette, property, and mining sectors
• Principal liaison for client visits