Toby Walker, Cfa Email & Phone Number

London, United Kingdom

Rocking Horse Group is a pioneer provider of R&D financing. www.rockinghorsegroup.co.ukRocking Horse helps accelerate a company’s growth prospects and support cash flow by providing financing against their eligible R&D tax credit. The benefit for participating firms is that they can access future cash flows much faster than they would otherwise be able to through the traditional R&D tax incentive scheme which can take up to 15 months after an R&D spend for a rebate to be provided. Rocking Horse will provide R&D financing, positioning itself as a key participant in the UK innovation eco-system.

London, United Kingdom

Equity research sales - Asia DM and EM equitiesCoverage of major UK and Europe-based long only and hedge fund equities managersDaily client calls, presentations, stock idea generation, roadshows, corporate access, corporate actions, general client serviceRegular ideas note on equitiesAccount management – including revenue budgets and overseeing monetisation

Sydney

Australian Equities Strategist; macro equities outlook, asset allocation, return targets, equity allocation recommendation. Micro level model portfolio, sector and stock recommendations and thematic baskets. Index Analyst – S&P, MSCI, FTSE indices: rebalance predictions, market impact analysis, key topics (eg NWS re-incorporation issues), related research (corporate actions etc). Quant Analyst writing on quantitative themes.Research Data Services Manager- integrated the global MS research database into the Australian equity research team, and managed the data service to clientsClient requests on anything such as valuations, stock screens, macro data, charts, etc.. Highlights included building a global quality index for a major institutional fund manager that they used extensively.Excel modelling and chart creation, research writing, PowerPoint presentation preparation, ideas generation: including a weekly piece on equities and a monthly chart pack.Regular presentations to the sales desk: daily contribution to the morning meeting.One on one client meetings and group presentations – senior portfolio managers and analysts, through to CIOs.Group presentations to Morgan Stanley Wealth Management advisorsDomestic and overseas marketingRegular media interviews - television and print media

Sydney, Australia

Strategy – assisting the bottom-up strategist, producing research reports e.g. reporting scoreboard, winners from reporting season, earnings momentum etc. – marketing research Quant – regular quant research, including maintaining a list of quant stock screens, quant themes / ideas, and regular marketingIndex research – servicing the entire ABN AMRO Asia Pacific region for all index research including S&P (top 3 in index predictions), MSCI Asia Pacific, FTSE Asia Pacific, and Hang Seng indicesData services – building and maintaining regular client feeds and systems, and completing bespoke client requests.Maintaining client relationships – Quant, Index, and Data Services

Graduate analyst in retail, then moved to the small caps teamPreparing analyser marketing documents, commencing coverage of small cap stocks Assistant to senior analystsGraduate training programme, New York.

Bachelor Of Business, Accounting And Finance

Associate'S Degree, Financial Planning And Services

Suzuki Violin Teacher, Level 1