Helen Holmes Email & Phone Number

London, London, United Kingdom

Grand Bay, Rivière Du Rempart, Mauritius

Grand Bay, Rivière Du Rempart, Mauritius

Team Manager Ensuring administration of policies is completed effectively and efficientlyOverall business strategy including marketing, documentation, legal, investment committee, etc

London, United Kingdom

• Investment specialist liaising between investment managers and the global business development managers, third party advisors & clients• Providing technical support globally for the investment strategies and funds through formal presentations, group discussions and educational one-on-one coaching sessions• Marketing and performance analysis

Personal travel to Africa, Australia and New Zealand

Dubai Uae

• Portfolio management - funds and discretionary mandates• Fund research and due diligence - across all asset classes• Bank-wide Strategic Asset Allocation Committee • Product specialist• Relationship management – client servicing, fund houses, administrators, liaison between DIMs and internal teams and clients• Product launching• Product material origination• Shari'a compliance• Presentations - preparation and delivery• Investment writing• Team leader

Dubai, Uae

• Fund research and due diligence• Portfolio management• Money Market fund management• Client servicing• Product launches• Fixed income fund management (MENA & Sukuk) - analysis and trading• Shari'a compliant products• Fund documentation origination• Investment writing• Cash management

Harare, Zimbabwe

Imara Asset Management is the largest independent asset management company in Zimbabwe.Focusing on local equity and money markets it offered a portfolio management solution for both large corporations, pension funds and high net worth private clients. 2007 AUM - $ 130 million.• Managed and rebalanced equity portfolios for clients in line with the underlying investment strategy, which included liaising with brokers on the Zimbabwe Stock Exchange between call-overs, allocation of completed trades and participation in investment committee meetings.• Reported to Pension Fund trustees on a quarterly basis updating them on the market conditions and the running investment strategy.• Provided investment and cash management advice to private clients in a hyper-inflationary environment.• Marketed the portfolio management services to pension funds and private clients.

Harare, Zimbabwe

With limited access to updated systems, I developed technical analysis spreadsheets and charts for the research department and included technical commentary to company research reports for this leading Zimbabwean stockbroker.

Pretoria, South Africa

Part-time while at university

Grahamstown, South Africa

Provided additional tuition to Statistics students and managed the tutor groups

B.Sc. (Hons), Financial Mathematics

B.Sc. (Hons), Mathematical Statistics

Cum Laude Academic Colours

B.Sc, Mathematics, Mathematical Statistics, German

Cum Laude Academic Colours

Rotary Exchange Student

Spent a year in Germany as a Rotary Exchange Student, experiencing a new culture, learning a new language and helping those less fortunate.

A Level (Mathematics, Geography, English Literature)

Activities and Societies: Drama Colours, Head Chorister, Waterpolo Team, Taurayi Zenith (Public Speaking), Interact (Charity), Junior.