Alan Nolan, CFA

Experience

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  National Treasury Management Agency

  Jan 2006 - Jun 2011

  Investment Analyst - NPRF

  Responsibilities:To identify and select investment managers; conducting quantitative risk and performance analytics and qualitative assessment of the investment manager’s organisation, investment philosophy and teams. To monitor investment managers; preparation for reviews; stock analysis of holdings; quantitative analysis of portfolio characteristics (beta, active share, tracking error, account fundamentals); qualitative assessment of the investment manager’s strategy. Running due diligence site-visits, meeting the extended investment team and other relevant areas of the investment management firm (Compliance, Operations and Trading)To draft board papers for the NPRF Trustees focusing on several areas of portfolio management including listed asset allocation, equity strategy, portfolio construction, fund performance and fund benchmarking.Built, tested and implemented an excel based proprietary fund-of-funds performance system as existing model was not fit for purpose. New model significantly increased the accuracy of the attribution analysis (residual unexplained performance reduced to noise) and reduced delivery time of reports (one day post data sign off). Show less

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  AllianceBernstein

  Jun 2011 - Mar 2013

  Senior Associate - Business Development

  Responsibilities:To grow key relationships across the UK client base; hosting client and prospect meetings; ensuring client queries were actioned and follow ups completed; building an understanding of client’s/prospects portfolios to identify possible product gaps and selling opportunitiesTo represent the firm at industry events to further build the AB brand and to communicate product propositions to key market playersTo draft product proposals and updates/emails for existing and prospective clients, providing succinct communications to effectively communicate the benefits of a strategy predominantly focusing on Fixed IncomeProject management of RFP and PQQ completions; selecting appropriate strategy; reviewing and editing documents, tailoring for specific requirements and ensuring timely submissions. Show less

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  Pioneer Investments

  Aug 2013 - Aug 2016

  • Product Specialist - Emerging Markets and High Yield

    Oct 2015 - Aug 2016

  • Investment Specialist - Emerging Markets

    Aug 2013 - Oct 2015
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  LGM Investments

  Aug 2016 - Oct 2019

  Product Specialist
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  LGM Investments

  Oct 2019 - Mar 2023

  Director of Client Portfolio Management & Business Operations
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  Polen Capital

  Mar 2023 - now

  Investment Specialist and International Operations Director