Peter Davies, CFA

Peter Davies, CFA

Credit trader

Followers of Peter Davies, CFA2000 followers
location of Peter Davies, CFALondon, England, United Kingdom

Connect with Peter Davies, CFA to Send Message

Connect

Connect with Peter Davies, CFA to Send Message

Connect
  • Timeline

  • About me

    Finance & Analytics | CFA, MBA | FP&A | Business Exits | Financial Modelling | Fundraising

  • Education

    • Birkbeck, University of London

      2015 - 2017
      Postgraduate Diploma Mathematics
    • Charterhouse School

      1991 - 1996
    • Saïd Business School, University of Oxford

      2022 -
      Executive MBA Business Administration and Management
    • The University of Edinburgh

      1997 - 2001
      Master of Arts (M.A.) Philosophy
  • Experience

    • Deutsche Bank

      Jan 2001 - Jan 2004
      Credit trader

      Floating Rate Note trader for Europe. Fixed coupon and preferred share coverage.

    • Consulta Limited

      Jan 2005 - Jan 2010
      Portfolio manager

      Managed funds of funds, client portfolios, venture capital investments and liquid cash-plus vehicles. Asset allocation via hedge funds, private markets, real estate funds, ETFs and structured derivatives.

    • Renewable Ventures

      Jan 2011 - Jan 2013
      Strategic advisor

      Financial modelling, sourcing of sites and business development for renewable energy assets (solar, wind, hydro and biomass).Raised private equity finance for the development and management of large-scale solar farms in the UK.

    • Man GLG

      Jan 2013 - Jan 2016
      Co-Head, Investment Marketing

      I built and led a successful team of eight client portfolio managers, overseeing marketing and proposal activities for the GLG and Numeric investment engines.- Built and managed a high-performing team of client portfolio managers, consolidating marketing, client reporting, and proposal processes- Responsible for driving the growth in UK retail AUM in GLG’s equity strategies by $2bn within three years- Collaborated with senior management on strategic initiatives to grow AUM and on-board new investment management teams Show less

    • Markham Rae LLP

      Jan 2016 - Jan 2018
      Institutional business development

      I led UK institutional fundraising, investor relations, and strategy for a $2bn hedge fund specializing in macro, private debt, and systematic strategies.- Directed capital sourcing from UK asset managers and institutions, delivering tailored, data-driven insights.- Produced risk and attribution analysis, bespoke financial models, and fund commentaries to support investor relations.- Collaborated with investment teams to align fundraising with macroeconomic trends, driving consistent capital inflows.- Recognized as Best Investor Relations Team by Hedge Funds Review in 2017 for excellence in client engagement and communication. Show less

    • Cult Beauty

      Jun 2019 - Oct 2022
      Head of FP&A and Business Analytics

      I ran business intelligence, financial planning, and analysis for a leading e-commerce company, playing a pivotal role in its £275M acquisition by THG plc.- Built the BI function from scratch, leveraging Power BI, SQL, and BigQuery to deliver real-time insights, driving 35% YoY revenue growth with a team of analysts- Streamlined reporting processes across key teams, automating workflows to reduce manual effort and enhance efficiency- Partnered with the C-suite to develop KPIs, improve forecasting, and increase margins by 2%- Led financial due diligence for the sale and implemented robust analytics solutions, including a customer loyalty programme Show less

    • Self-employed

      Nov 2022 - now
      Finance & Analytics Consultant

      I specialise in financial strategy, data analysis, and planning, helping organizations improve performance, streamline operations, and drive successful exits. With a proven track record in guiding senior management and boards, I excel at leveraging complex data assets, particularly for data-rich clients such as tech and e-commerce, to support informed decision-making and unlock value. As a former banker and investor, I work effectively with capital providers and investment banks, coordinating due diligence and maximising growth during ownership transitions.Illustrative work:- Consolidation and assessment of data from several distinct acquisitions- Comprehensive analysis of customer purchasing behaviour and derived bottom-up forecasting, to direct decision-making- Developed critical financial insights, assessing organic vs. inorganic expansion, category growth and cross-selling potential- Informed a strategic acquisition pipeline, directly enabling the company to acquire several targets post-consolidation- Commended for creating a scalable, commercial data framework, significantly contributing to long-term revenue strategy Show less

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Aug 2008
      View certificate certificate
    • CF21 & CF30

      Financial Conduct Authority
      Oct 2001
    • CFA Institute Charterholder

      CFA Institute
      Aug 2024
      View certificate certificate
    • Series 3

      National Futures Association
      Feb 2017