Stephen Moore Email & Phone Number

Auckland, New Zealand

Auckland, New Zealand

Auckland, New Zealand

Auckland, New Zealand

London, United Kingdom

Governance and oversight of Life and Pension funds managed by Aviva Investors and external fund managers.Use of quantitative screening and monitoring of fund performance.Regular meetings with appointed fund managers to review performance.Wrote research reviews to outline analysis on ongoing suitability and recommend changes where necessary.

London, United Kingdom

Responsible for building and maintaining relationships with investment management firms focusing on Product Development, legal agreements and commercial terms.Assessment of new business propositions and identifying new funds with potential of enhancing the product range and commerciality of for Aviva policyholdersUndertook peer group research and analysis for new investment propositions and evaluation of business potential through use of investment research tools such as… Show more Responsible for building and maintaining relationships with investment management firms focusing on Product Development, legal agreements and commercial terms.Assessment of new business propositions and identifying new funds with potential of enhancing the product range and commerciality of for Aviva policyholdersUndertook peer group research and analysis for new investment propositions and evaluation of business potential through use of investment research tools such as Morningstar and FE Analytics Participation in Fund Governance meetings as part of the ongoing evaluation of funds held on the Aviva platforms and responsible for monitoring Aviva’s Select Range of recommended best in class products • Drafted new and amending legal agreements with input from internal operations teams and lawyers to ensure new fund launches and changes were executed efficiently and within the expected timeframe. Also identified issues where funds were not sufficiently covered by an existing legal agreement and worked with the relevant fund provider to rectify this. Show less

London, United Kingdom

Main roles and responsibilities:Liaise with large IFA and Discretionary Wealth institutions such as Charles Stanley, Brewin Dolphin and Investec. I focus mainly on UK Fund Sales but also deal with clients with offices in the Republic of Ireland.•Work alongside Sales Managers to promote Aviva Investors collective investment funds, with the objective of adding or maintaining their position on clients’ fund selection panels. I deal with onshore OEICs and Unit Trusts as well as offshore… Show more Main roles and responsibilities:Liaise with large IFA and Discretionary Wealth institutions such as Charles Stanley, Brewin Dolphin and Investec. I focus mainly on UK Fund Sales but also deal with clients with offices in the Republic of Ireland.•Work alongside Sales Managers to promote Aviva Investors collective investment funds, with the objective of adding or maintaining their position on clients’ fund selection panels. I deal with onshore OEICs and Unit Trusts as well as offshore SICAV funds domiciled in Luxembourg. •Focus on a wide range of asset sectors, notably UK and US Equities, Real Estate and Strategic Bond. Over the past year, I have been heavily involved with Aviva Investors' new range of Multi-Strategy funds and have developed a thorough understanding of how these funds operate. •Host and organise client meetings and lunch events as well as fund manager conferences •Produce research on funds through co-operation with fund managers and investment specialists and use of systems such as Lipper and FE Analytics•Developed my understanding of investment principles and awareness of economics and financial markets.Highlights and achievements• Collaborated with Multi-Asset investment specialists to produce a compelling peer analysis document analysing the correlation, volatility and max drawdown history of one of Target Return funds in relation to its main competitors, which was instrumental in winning an investment mandate of £25m from a major Discretionary Wealth Manager.• Took ownership of an important regional account following the departure of their previous Sales Manager and worked closely with key personnel throughout all stages of the sales process. This involved initial discussions of markets and funds, hosting meetings with portfolio managers and assisting with the account opening operational due diligence. As a result of these steps, the firm is now one of the largest single investors in our Multi-Strategy funds. Show less

Sheffield, United Kingdom

•Business development role within the Aviva Life Savings and Investments department, which involved Individual Pensions, Bonds and ISA products•Worked with financial advisers by assisting with new business queries and promoting the Aviva Platform. Developed a sound understanding of the Platform market in terms of key competitors, charges, functionality etc.•Operated alongside account managers by working on cases to attract new business whilst also focusing on retention and… Show more •Business development role within the Aviva Life Savings and Investments department, which involved Individual Pensions, Bonds and ISA products•Worked with financial advisers by assisting with new business queries and promoting the Aviva Platform. Developed a sound understanding of the Platform market in terms of key competitors, charges, functionality etc.•Operated alongside account managers by working on cases to attract new business whilst also focusing on retention and helping to protect Aviva’s back book of business•Gained an understanding of the Life Insurance market and RDR legislation.•Promotion of Aviva Investors products, such as Multi-Asset funds Show less

Australia

•Face-to-face, commission based sales work collecting ongoing monthly pledges for the Australian Red Cross, PLAN and The Fred Hollows Foundation•Began working in Sydney before taking part in fundraising trips across Queensland and Western Australia. I was part of the team which broke the Australian record for the amount raised in a single week and won a ‘top seller’ award for raising the most amount of money in the team for two weeks running. •Promoted to team leader after… Show more •Face-to-face, commission based sales work collecting ongoing monthly pledges for the Australian Red Cross, PLAN and The Fred Hollows Foundation•Began working in Sydney before taking part in fundraising trips across Queensland and Western Australia. I was part of the team which broke the Australian record for the amount raised in a single week and won a ‘top seller’ award for raising the most amount of money in the team for two weeks running. •Promoted to team leader after achieving positive results and developed leadership and management qualities•The role gave me invaluable experience in building rapport and interacting with a wide range of different people. Also helped me to develop presentation, negotiation and objection handling skills Show less

Sydney, Australia

•Internship in a Law firm performing legal research for qualified solicitors at the company •Produced written reports into insolvency legislation and researched relevant case law •Drafted letters to clients outlining their legal standing and potential courses of action•Improved analytical writing skills and attention to detail

Law With Politics, Upper Second Class (2.1)

The course was a mixture of two-thirds Law modules and one third Politics modules. I covered topics such as EU Law, Constitutional Reform.

Cfa Level 1, Investments And Securities, Pass

CFA Level 1 - Achieved January 2017

Level 4 Certificate In Investment Management, Pass

Completed modules on the Investment Environment and Investment Practice