Will Evans Email & Phone Number

London, United Kingdom

In my current role I work as a portfolio manager, responsible for the implementation of the largely quantitative fundamental investment models of AXA Investment Managers EQI running equity portfolios for both segregated clients and pooled funds. During my time in this role I have managed various strategies across global developed and Emerging markets.

London, United Kingdom

• Covering the whole operational process of AXA Rosenberg during a period of major expansion in the firm, responsibilities of this role included:
• Set up of new accounts within internal systems
• Assessing operational viability of new client requests at take-on and in response to ad-hoc requests.
• Trade settlement & reconciliation
• Working with programmers in the development of tools to help with the work of the operations department
• Establishing and maintaining… Show more Covering the whole operational process of AXA Rosenberg during a period of major expansion in the firm, responsibilities of this role included:

London, United Kingdom

• Working primarily on the administration of UK corporate actions within the custody division of Bank of New York Europe.
• Diarising of event deadlines on BoNY’s system and in my own diary to ensure that all market deadlines could be met.
• Collating responses from clients – fund managers, retail fund providers & private clients.
• Electing as per client wishes in CREST and where necessary with physical form
• Reconciliation of Nominee company holdings and crediting of fractional… Show more Working primarily on the administration of UK corporate actions within the custody division of Bank of New York Europe.
• Reconciliation of Nominee company holdings and crediting of fractional entitlements to the correct clients

• In this role I was the primary resource at MFA for the administration of corporate actions within the PEP funds administered by the company. Main responsibilities included:
• Monitoring the news for upcoming events in the stocks for which we administered PEP plans.
• Cost-up various options and present them to the PEP managers then implement the managers' decision.
• Some examples of the various aspects of the implementation included, instructing dealing desks on trading rights… Show more In this role I was the primary resource at MFA for the administration of corporate actions.
• Some examples of the various aspects of the implementation included, instructing dealing desks on trading rights and reinvesting proceeds, reconciling stock and cash proceeds, writing scripts for investor telephone.

Bachelor Of Science (Bsc), Physics And Astronomy

Activities and Societies: Swimming Team, Bridge Club

Education record