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Tommy Clay

Tommy Clay

Development & Expansion Analyst

Followers of Tommy Clay609 followers
location of Tommy ClayOssett, England, United Kingdom

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  • Timeline

  • About me

    Associate Portfolio Manager at RBC Brewin Dolphin

  • Education

    • Queen Elizabeth Grammar School, Wakefield

      2006 - 2017

    • Newcastle University

      2018 - 2021
      BSc (Hons) Economics 2:1

  • Experience

    • Edward Clay and Son Ltd

      Jun 2018 - Sept 2020
      Development & Expansion Analyst

    • Capital Economics

      Jul 2019 - Jul 2019
      Economic Analyst

    • RBC Brewin Dolphin

      Dec 2021 - now

      Within the Leeds branch of Brewin Dolphin, I work as part of a team that manages over £775m of client funds. My role entails working with portolio managers and relationship managers, where I support them in constructing portfolios, dealing and preparing client review packs. Alongside my day-to-day responsibilites, I am preparing for the CISI level 7 investment management qualification.

      • Associate Portfolio Manager

        Feb 2024 - now

      • Investment Management Assistant

        Dec 2021 - Feb 2024

  • Licenses & Certifications

    • Investment Advice Diploma

      The Chartered Institute for Securities & Investment (The CISI)
      Aug 2022

    • Bloomberg Market Concepts Award

      Bloomberg LP
      May 2018

    • Chartered Wealth Manager

      The Chartered Institute for Securities & Investment (The CISI)
      Feb 2025