Experience

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  Dr mario oriani - ambrosini, member of parliament

  Mar 2009 - Dec 2009

  Personal assistant

  * Assisting with financial matters including Quickbooks reconciliation and VAT filing* Attending Parliamentary Finance and Trade and Industry Committee Meetings * Parliamentary research

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  Link fund solutions

  Sept 2012 - Dec 2020

  * Responsible for managing a Team of four Analysts, ensuring data quality is maintained as well as ongoing monitoring.* Member of a working group to assist with transforming the Conduct Risk policy.* Identified as a ‘Future Leader’ of the business along with different business heads and senior managers.* Member of a working group to assist in improving employee matters.* Lead analyst in sourcing and implementing enhanced liquidity risk analysis for bond portfolios.*Responsible for implementing projects to enhance risk and performance oversight as well as regulatory reporting. Show less * Responsible for the oversight of risk and performance of 150+ diverse range of UK domiciled open and closed end fund structures, providing direct support to the Chief Investment Officer and managing a team of two Associate Analysts.* Ensure the daily running of risk reports including derivatives, liquidity, counterparty and market risk as well as the compilation of the monthly risk and performance dashboards.* Automated and enhanced the performance monitoring process as well as developed an in-depth counterparty monitoring and asset allocation report through the use of Macros and Visual Based Application (VBA).* Monitor and calculate the Global Exposure for funds that utilise derivatives as well as scrutinise Value at Risk (VaR) report including liaising with third party provider for rectifying any discrepancies/ errors.* Assist with AIFMD Annex IV reporting to FCA including leverage; liquidity; performance and market risk disclosures.* Commenced a team initiative to help improve current processes either through automation or innovation with the use of third party related programmes (Bloomberg; Morningstar; StatPro; ARKUS/IRML ) or in-house developed systems.* Main Analyst from the Risk and Performance Team responsible for the project to outsource the internal fund administration platform to three external administrators ensuring that data quality is maintained for the downstream systems including Bloomberg, Morningstar, StatPro and in-house systems. Show less * Comprehensive performance monitoring of funds with broad strategies through peer group comparison; risk-adjusted measures; equity and fixed income attribution analysis including the use of Morningstar; Bloomberg and StatPro platforms.* Developed and delivered reports to members of Board of Directors who sit on the Investment Risk and Performance Committee.* Key analyst for assisting with on-boarding funds to StatPro Revolution performance and risk analytics platform from outlining data requirements through to UAT testing and implementation. Show less

  • Risk and Performance Manager

    Sept 2017 - Dec 2020

  • Senior Analyst

    Oct 2014 - Sept 2017

  • Associate Analyst

    Jul 2013 - Oct 2014

  • Junior Analyst

    Sept 2012 - Jun 2013
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  Lynx equity limited

  Jun 2021 - now

  Advisor

  We buy businesses from owners looking to retire from companies with EBITDA between $1 million and $3 million in the following countries:1) Canada2) United States3) United Kingdom4) Denmark

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  Sheqonomi

  May 2024 - now

  Ambassador