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Robert M.

Robert M.

Tutor

Followers of Robert M.907 followers
location of Robert M.Edinburgh, Scotland, United Kingdom

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  • Timeline

  • About me

    Investment Manager at Evelyn Partners

  • Education

    • Chartered Institute for Securities & Investment

      2017 - 2023
      Chartered wealth manager Investments and Securities

      Investment Advice DiplomaFinancial MarketsPortfolio Construction TheoryApplied Wealth Manager

    • Northumbria University

      2013 - 2015
      Bachelor of Arts - BA Finance and Investment Management 2:1

      1st Year:Foundations of Finance and InvestmentSolving Business Problems AccountingBusiness Processes and Systems International Business Environment 2nd Year:Portfolio ManagementDerivatives and RiskFinancial Markets and Institutions Personal Organisational DevelopmentGlobal and International Business Context3rd Year:Rational and Irrational MarketsRisk I: Credit and Market RiskRisk II: Liquidity, Operational and Interest Rate Applied… Show more 1st Year:Foundations of Finance and InvestmentSolving Business Problems AccountingBusiness Processes and Systems International Business Environment 2nd Year:Portfolio ManagementDerivatives and RiskFinancial Markets and Institutions Personal Organisational DevelopmentGlobal and International Business Context3rd Year:Rational and Irrational MarketsRisk I: Credit and Market RiskRisk II: Liquidity, Operational and Interest Rate Applied Business Ethics Dissertation: An investigation into the effects of increasing portfolio sizes on raw and adjusted returns within the Aerospace industry Show less

    • Durham School

      2005 - 2012
      A levels Economics, Business Studies and Geography

      Activities and Societies: 1st XV Rugby and 1st XI Cricket

  • Experience

    • Explore Learning

      Mar 2014 - Jun 2017
      Tutor

      Part time Mathematics and English tutor where I am responsible for ensuring the care and provision of educational assistance to children in groups of six. An additional responsibility was to liaise and give feedback to parents on their child's progress within the centre.

    • Northstar Ventures UK

      Jun 2016 - Jun 2016
      Summer Intern

      A two week placement within a venture capital firm funded by the European Regional Development Fund (ERDF), where I gained experience in appraising investment opportunities within manufacturing and technology SMEs.

    • Brooks Macdonald

      Sept 2017 - Jul 2020
      Trainee Investment Manager

      Hedge funds & Alternatives 2019 - 2020Thematic Research (Technology, healthcare, financials) 2017 - 2019

    • Willis Towers Watson

      Jul 2020 - Nov 2021

      • Lead Associate - Portfolio Management

        Apr 2021 - Nov 2021

      • Associate, Portfolio Management

        Jul 2020 - Mar 2021

    • Evelyn Partners

      Nov 2021 - now

      Private Client Investment Manager - direct equity analyst covering Visa, Mastercard, M&G and Schroders

      • Investment Manager

        Apr 2023 - now

      • Associate - Investment Management

        Nov 2021 - Apr 2023

  • Licenses & Certifications

    • Investment Advice Diploma

      Chartered Institute for Securities & Investment
      Jun 2018

  • Volunteer Experience

    • Coach

      Issued by Claremont Nedlands Cricket Club on Sept 2015
      Claremont Nedlands Cricket ClubAssociated with Robert M.

    • Student Volunteer

      Issued by World Challenge Expeditions on Jul 2011
      World Challenge ExpeditionsAssociated with Robert M.