Thomas Smith, Cfa Email & Phone Number

London, England, United Kingdom

London, United Kingdom

London, United Kingdom

Governors House, 5 Laurence Poutney Hill, London, EC4R 0HH

• I am responsible for production of portfolio analysis and risk reports on funds across the Equity franchise and for the quality of the output.
• As well as contributing to the production of reports and analysis, I also regularly attend fund manager risk/performance review meetings, risk oversight meetings and ‘deep dive’ meetings.
• I’ve gained a strong understanding of the systems, models and output used by the team for portfolio analysis and how they add value to the fund managers. These systems include Aladdin, Factset, Style Research and.
• Within the risk report packs I produce are analysis of risk metrics, factor, stock specific and style risk, stress testing, performance attribution, fund liquidity, industry and currency risk and more.
• I carry out fund analysis in order to identify portfolio biases and research ways to minimise unintended risks.
• I produce ad hoc analysis to field queries from the Head of PCR and fund managers.

London, United Kingdom

• I was responsible for a wide range of fund, strategy and portfolio reporting including performance reporting, such as performance attribution, strategy performance and portfolio performance. I have developed templates.
• As the team I worked in was relatively small I often carried out a process through from sourcing the data, to manipulating it, formatting it and presenting it for committees. I have therefore developed many analytical.
• I have gained a good understanding of MS Excel which I utilise regularly along with Morningstar Direct, Bloomberg Launchpad and Style Research.
• I carried out due diligence on funds that we are looking to invest in. This involves analysing the risk team set up of the fund groups, how the fund has managed its risk, what the fund can and does hold, the funds.
• As well as my regular reporting, I also spent much of my time on adhoc projects which include research for investment managers, market research and other risk related projects.

Reading, United Kingdom

Complete a range of different reports on the investment portfolio, own originated mortgages, liquidity and the savings portfolio.Contribute towards the ALCO report including prepayments, extension risk and FX risk. My reports are sent to a range of different colleagues including company directors, senior management, committees and a weekly liquidity report.

Reading, United Kingdom

Produced reports daily which included MI on our savings and mortgage accounts. Used MS Excel and VBA to carry out the relevant data manipulation. Reports would be emailed company wide, making accuracy and timeliness essential. Handled the administration of a number of different financial systemsEnsured that the correct employees had access to the systems.

Reading, United Kingdom

This position allowed me to gain valuable office experience. During my time I was able to impress my colleagues with my level of performance and was offered the opportunity to become a permanent employee of ING Direct having been temping for four months.

Ba (Hons), Accounting And Finance

Education record

Law: B

Education record

English Literature: B, Physical Education: B, Biology: C