Sam Carpenter, CFA

Sam Carpenter, CFA

Summer Intern

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location of Sam Carpenter, CFALondon, England, United Kingdom

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  • Timeline

  • About me

    Vice President, Portfolio Manager at BlackRock

  • Education

    • Our Lady Of Sion School

      2003 - 2010

      A Level: A*AAAAS Level: AGCSE: 11 A*

    • University of Durham

      2010 - 2013
      BA (Hons) Economics Upper Second Class

      Activities and Societies: President of Durham University Economics Society Graduated with a BA (Hons) in Economics attaining a high 2:1 (67).Studied a diverse range of modules from Security Investment Analysis to the Economics of Social Policy with a dissertation that investigated the phenomenon of IPO underpricing.

  • Experience

    • PwC

      Jun 2012 - Jul 2012
      Summer Intern

      Pensions audit team in Reading.

    • Legal & General Investment Management

      Sept 2013 - Jun 2022

      Short term portfolio management. Responsible for the management of large scale and complex portfolio change.Experience across multiple asset classes; with a focus on equity, fixed income, exchange traded derivatives & FX forwards. Graduate rotation across investment floor, client relationship & investment operations teams.

      • Transition Manager

        Mar 2015 - Jun 2022
      • Graduate

        Sept 2013 - Feb 2015
    • BlackRock

      Jul 2022 - now
      Vice President, Portfolio Manager
  • Licenses & Certifications

    • CFA Level 4 Investment Management Certificate

      CFA Institute
      Oct 2013
    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jan 2017