
Peter Davies, CFA
Credit trader

Connect with Peter Davies, CFA to Send Message
Connect
Connect with Peter Davies, CFA to Send Message
ConnectTimeline
About me
Finance & Analytics | CFA, MBA | FP&A | Business Exits | Financial Modelling | Fundraising
Education

Birkbeck, University of London
2015 - 2017Postgraduate Diploma Mathematics
Charterhouse School
1991 - 1996
Saïd Business School, University of Oxford
2022 -Executive MBA Business Administration and Management
The University of Edinburgh
1997 - 2001Master of Arts (M.A.) Philosophy
Experience

Deutsche Bank
Jan 2001 - Jan 2004Credit traderFloating Rate Note trader for Europe. Fixed coupon and preferred share coverage.

Consulta Limited
Jan 2005 - Jan 2010Portfolio managerManaged 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 2013Strategic advisorFinancial 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 2016Co-Head, Investment MarketingI 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 2018Institutional business developmentI 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 2022Head of FP&A and Business AnalyticsI 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 - nowFinance & Analytics ConsultantI 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
- View certificate

Chartered Financial Analyst (CFA)
CFA InstituteAug 2008 
CF21 & CF30
Financial Conduct AuthorityOct 2001- View certificate

CFA Institute Charterholder
CFA InstituteAug 2024 
Series 3
National Futures AssociationFeb 2017
Languages
- frFrench
- geGerman
Recommendations

Arun pathak
Software Engineer II at Hewlett Packard EnterpriseBengaluru, Karnataka, India
Agnes mutua
HR GENERALISTNairobi County, Kenya
Ryan carpenter
Manufacturing Technology Manager - Project Manager Maneuver Ammunition Systems / Project Engineer DE...Morris County, New Jersey, United States
Rakesh rajendran
Mangement Trainee at Piramal Finance|PGDM- Finance and Marketing|RSB'24|Placement Committee Member a...Tamil Nadu, India
Sahil ranjan
Branch Manager at ICICI PRUDENTIALMumbai, Maharashtra, India
Yaser karadsheh
Director of EngineeringPort Vila, Shefa Province, Vanuatu.webp)
Kristal grace medalla - fernan (she/her)
Educator | Advocate | LearnerShanghai, China
Kerri ann p.
APA QualifiedDublin, County Dublin, Ireland
Melissa beechy
CBPKennesaw, Georgia, United States
Tomas calderon
Associate Marketing Manager - Latin America, Caribbean and Mexico at GALLOFort Lauderdale, Florida, United States
Maureen gelwicks, cae
Deputy Executive Director at National Asian Pacific American Bar AssociationWarrenton, Virginia, United States
Sonam lodhi
PHP Web Developer | Python DeveloperShivpuri, Madhya Pradesh, India
Jennifer pauls
Retired Police Officer/ Detective Goshen Police Departmen...South Bend, Indiana, United States
Cátia sousa
Business Analyst| Business Intelligence (PBI)| Data Analytics| Financial Analysis| Controlling| SSC ...Porto Metropolitan Area
Bruno shinzato
Partner Account Manager - Neoway [B]³São Paulo, São Paulo, Brazil
Trumaine izzard
“Don’t count the days, Make the days count.”Halifax, Nova Scotia, Canada
Mithun ramkumar
Deputy Manager at _VOIS as Service DesignerBengaluru, Karnataka, India
Stefania calderara
Infosec student, photographer and tech loverGreater Glasgow Area
Tunde ajetunmobi, mba
HSE Manager @ Airtel Nigeria | Workplace Safety, Project Planning| Fleet Operations| Business Contin...Lagos State, Nigeria
Daniela acuña
Sales Manager | Product Manager | Key Account Manager | Planning | Marketing strategistSantiago Metropolitan Area
...