James Thomas, CFA

James Thomas, CFA

Financial Analyst

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  • Timeline

  • About me

    Investment Manager at Admiral Group Plc

  • Education

    • Gowerton Comprehensive

      2002 - 2009
    • Warwick University

      2010 - 2013
      Bachelor of Science (BSc) Engineering with Business Studies

      Activities and Societies: Warwick Wolves American Football Team, Warwick Finance Society,

  • Experience

    • LACEPAIL LIMITED

      Aug 2013 - May 2015
      Financial Analyst

      I have been responsible for several projects including regulatory compliance, marketing and analysing Real Estate investment opportunities

    • Admiral Group Plc

      Mar 2015 - now

      Reporting to the Head of Investment and supporting the Group’s Investment Committee, responsibilities include:- Supporting in strategy design including asset liability management - Modelling and forecasting of liquidity requirements across the Group- Supporting the development of the Responsible Investment Strategy- Monitoring of the asset managers appointed across the Group, and manager selection for new funds and mandates Responsible for product innovation across existing lending products, new products and ancillary products. Secondment while in Investor Relations. Facilitating the two way communication between Admiral Group and the financial markets, responsibilities included:- Communicating with Analysts and Investors- Preparing Full and Half Year Results presentations- Project managing the Group's Annual Report (2016, 2017, 2018)- Creating Admiral's ESG reporting strategy and writing the Corporate Social Responsibility Report (2017 and 2018)- Building and maintaining financial models Analysing large data sets using SAS and developing and analysing insurance pricing models.

      • Investment Manager

        Jan 2021 - now
      • Business Planning Manager - Unsecured Personal Lending

        May 2019 - Jan 2021
      • Investment Analyst

        Sept 2017 - May 2019
      • Investor Relations Officer

        Apr 2016 - May 2019
      • Pricing Analyst

        Mar 2015 - May 2016
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) Charterholder

      CFA Institute
      Sept 2018