Annabel Gray

Traders & Back Office Assistant

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Greater London, England, United Kingdom

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Timeline
About me
Investment Specialist | Vice President at J. P. Morgan Asset Management
Education
- The King's School, Canterbury
  2002 - 2008
  A-Levels: Mathematics - A; Physics - A; Geology - A; Economics (AS) - A GCSEs: 7A* Grades; 3A Grades
  King's Academic Scholar
- University of Bristol
  2008 - 2012
  Master of Science (MSc) Geological and Earth Sciences/Geosciences 1st Class Honours
  Activities and Societies: University of Bristol Ladies Hockey Club. Social Secretary of the Bristol Hockey Committee (2010-2011).
Experience
- Marylebone Diversified Llp
  Mar 2013 - May 2015
  Traders & Back Office Assistant
- Capital Group
  May 2015 - Sept 2017
  Focus on pre-trade responsibilities that support the Fixed Income Investment Group, providing fixed income specific analysis of portfolios and working directly with the Investment Group to assist with portfolio construction.
  - Fixed Income Portfolio Analyst
    May 2016 - Sept 2017
  - Fixed Income Control Associate
    May 2015 - May 2016
- Wellington Management
  Sept 2017 - Aug 2019
  Fixed Income Portfolio Analyst | AVP
  Ensure that Portfolio Manager alpha convictions are expressed as effectively as possible across the Global Bond suite of accounts, whilst taking into consideration specific account guidelines and limitations.
- Wellington Management
  Mar 2020 - Apr 2024
  As an investment specialist in Investment Product & Fund Strategies, I work closely with investment teams to help ensure the integrity of the investment approaches under my coverage. This includes meeting regularly with the fixed income investment teams and providing analysis of portfolio positioning, performance and risk exposures. I develop new products and client solutions and manage business issues such as capacity, fees and guidelines. I also lead meetings with clients, prospects and consultants to communicate our investment philosophy, strategy, positioning and performance. Show less As an investment specialist in Investment Product & Fund Strategies, I work closely with investment teams to help ensure the integrity of the investment approaches under my coverage. This includes meeting regularly with the fixed income investment teams and providing analysis of portfolio positioning, performance and risk exposures. I develop new products and client solutions and manage business issues such as capacity, fees and guidelines. I also lead meetings with clients, prospects and consultants to communicate our investment philosophy, strategy, positioning and performance. Show less
  - Fixed Income Investment Specialist | Vice President
    Nov 2023 - Apr 2024
  - Fixed Income Investment Specialist | AVP
    Oct 2021 - Nov 2023
  - Fixed Income Investment Analyst | AVP
    Mar 2020 - Oct 2021
- J.P. Morgan Asset Management
  Apr 2024 - now
  Investment Specialist | Vice President
Licenses & Certifications
- Derivatives
  The Chartered Institute for Securities & Investment (The CISI)
  Sept 2013
- CFA UK Level 4 Certificate in Investment Management
  CFA Institute
  Oct 2016
- Fundamentals of Alternative Investments
  CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION, INC
  May 2021
- Principles of UK Financial Regulaton
  The Chartered Institute for Securities & Investment (The CISI)
  Sept 2013