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James Sudweeks, CFA

James Sudweeks, CFA

Equity Analyst / Investor Services Placement

location of James Sudweeks, CFALondon, England, United Kingdom

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  • Timeline

  • About me

    Product Management at Redwheel

  • Education

    • The King's School in Macclesfield

      2011 - 2015

      High School and Sixth FormA-levels in Mathematics, Further Mathematics, Economics and Chemistry - 4 A*s

    • University of Bath

      2015 - 2019
      Economics First Class

      Broad four year course including a year in industry in the third year. Areas of study include; micro, macro, statistical analysis, mathematics and accounting and finance.

  • Experience

    • RWC Partners

      Jun 2017 - Aug 2018
      Equity Analyst / Investor Services Placement

      Equity AnalystAnalysis and coverage on stocks from a range of sectors working for a Long/Short European Equity Fund. High level of responsibility undertook in flat structure of the team. Attended conferences and held telephone calls with top-level management. Idea generation for long and short positions examining turning points in earnings and using financial screens and company KPIs.Investor ServicesCompleted work for internal and external use. Production of monthly factsheets for client use. Worked closely with senior salespeople in assisting with client inquiries for quantitative and qualitative information regarding the company’s funds. Creation of marketing materials for external client meetings. Show less

    • RWC Partners

      Jun 2019 - now

      • Product Management

        Jun 2020 - now

      • Investor Services

        Jun 2019 - Jun 2020

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      May 2023