Sameer Jadeja Email & Phone Number

A highly articulate and knowledgeable investment professional with proven experience in managing and trading different types of investments (fixed income, fx, equities and ETFs) on a continual basis for over 20 years. Started trading in ETFs when iShares was owned by Barclays and all ETF products fit on one page!Have consistently outperformed the corresponding benchmarks in multi asset, fixed income and money market portfolios managed (see charts). Prides self upon having produced alpha in the fixed income portfolio, which has been a significant accomplishment when taking into consideration recent fixed income market conditions.Dedicated to supporting clients to meet their goals, with a solid understanding of both investment and portfolio management. A diligent individual, taking a 360-degree view when investing.Key SkillsInvestment Strategy: Devises robust investment strategies and executes trades within portfolios. Investment strategy is based on both fundamental and technical analysis which has proven to have successful results. Analytical and Diligent: Highly proficient at interpreting market information, with a preciseness when breaking down financial data. Swiftly captures and manages emerging risks, reflecting on new knowledge in the existing risk analyses. History of near perfect trade execution.Risk Management: Understands and manages individual risk events, proactively managing overall risk. Strives to optimise success by minimising threats and maximising opportunities and outcomes. Puts constructive actions in place to reduce uncertainty. Communication: Confidently and succinctly presents information and reporting to clients, obtaining and sustaining their trust. Serves with integrity as a transparent investment advisor on securities, making lasting connections with internal and external stakeholders. Leadership: Takes ownership and accountability of overseeing activities related to financial planning, investing, and managing a portfolio for clients. Provides tailored investment guidance, working with calm and composure in high-pressured situations. I’ve also had oversight of the operations team which included HR matters.Team Player: Steps in and aids colleagues overcome unforeseen obstacles to achieve targets/ goals set. Reputation as the ‘go to’ person within a team environment.

Listed skills include Management, Microsoft Office, Customer Service, Project Management, and 38 others.