Benjamin Cooper, CFA

Credit Risk Analyst

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London, England, United Kingdom

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Timeline
About me
Managing Director, Head of Multi Asset Research
Education
- UC Berkeley Haas School of Business
  2013 - 2015
  Master of Business Administration (MBA)
  Activities and Societies: Co-President of Investment Club (2014)
- University of Manchester - Institute of Science and Technology
  2001 - 2004
  BSc. (Hons.) Business Management
Experience
- Barclays Capital
  Aug 2004 - May 2007
  Credit Risk Analyst
  - Assessed the bank’s credit risk exposure to hedge fund clients trading derivatives.- Analyzed trading books for leverage levels, concentration risk, and directionality. Interpreted stress tests.
- Barclays Wealth
  May 2007 - Mar 2009
  Hedge Fund Analyst
  - Managed portfolios of global macro funds and Commodity Trading Advisors (CTAs).- Formulated hedge fund strategy views with the portfolio manager based on market outlook and risk environment.- Researched candidate hedge fund investments and made recommendations to the Investment Committee.
- Lord North Street Ltd. (since merged with Sandaire)
  Feb 2010 - Feb 2013
  Portfolio Manager
  - Managed discretionary, multi-asset portfolios for endowments, pension funds, charities and ultra-high net worth clients.- Analyzed and selected strategic asset allocations for clients based on objectives, risk profile, proprietary real return forecasts, and portfolio optimization techniques (Ibbotson).- Active member of the Investment Committee with research responsibilities for tactical asset allocation.- Responsible for implementing tactical changes, rebalancing, and transition management. Show less
- Wellington Management
  Jun 2014 - Aug 2014
  Asset Allocation MBA Intern
  - Researched niche, out of favour segments of the non-US fixed income market.
- Wellington Management
  Jul 2015 - now
  - Head of Multi Asset Research
    Oct 2023 - now
  - Managing Director
    Apr 2021 - now
  - Multi Asset Strategist
    Jan 2019 - Oct 2023
  - Multi Asset Analyst
    Jul 2015 - Dec 2018
Licenses & Certifications
- Chartered Financial Analyst
  CFA Institute
  Feb 2010
- Certificate in Financial Engineering
  University of California, Berkeley, Haas School of Business
  Jan 2014
Honors & Awards
- Awarded to Benjamin Cooper, CFA
  Haas Defining Principles Award Berkeley-Haas Mar 2015 Question the Status QuoMFE 2015
- Awarded to Benjamin Cooper, CFA
  Fortress Fellowship Upgrade Capital and Fortress Investment Group Dec 2013
- Awarded to Benjamin Cooper, CFA
  CJ White Finance Fellowship UC Berkeley Haas School of Business Aug 2013