Jim Davies, CFA

Experience

• 

  Madventurer

  May 2009 - Jul 2009

  Rugby Coach
• 

  Barclays

  Aug 2009 - Oct 2013

  - Part of a global team, first in Asia and then London, responsible for macroeconomic research and asset class strategies. Contributed to team’s overall remit while focusing on equities across all sectors.- Responsible for quantitative financial analysis to make investment recommendations and then effectively communicating those recommendations via client notes, full reports, and verbally.

  • Assistant Vice President

    Aug 2010 - Oct 2013

  • Graduate Analyst Programme (UK & Ireland Private Bank)

    Aug 2009 - Aug 2010
• 

  Nomura International plc

  Nov 2013 - May 2016

  Equity Research Associate

  Honed analytical and communication skills in an intense capital markets environment, first as part of Capital Goods team before moving into Telecoms team.- Developed detailed company & industry valuation models (eg. DCF, sum-of-the-parts) and proprietary databases of information driving sector valuations (eg. pricing, order books).- Investigated and critically analysed company disclosures and other sources of industry information.- Established productive working relationships with companies under coverage and industry regulators, including regularly joining roadshows and corporate events.- Monitored news flow and company results & other announcements to quickly deliver with pre- and post-view commentaries.- Wrote reports based on in-depth research with the aim of generating compelling investment ideas for institutional clients.- Regularly liaised with clients and internal sales teams to discuss general sector themes, investment cases, and trade ideas. Show less

• 

  BT

  Jun 2016 - now

  Established and led a commercial finance function from scratch to maximise the delivery of standalone procurement start-up, BT Sourced, managing procurement for its main customer, BT Group.- Played a key role in developing then executing the strategy & business case to create the Dublin-based standalone procurement company, BT Sourced, continuing as a founding member of its leadership team.- Worked closely with BT Group CFO & Chief Procurement Officer to create, launch and embed a procurement savings methodology across whole Group, to ensure that savings generated from procurement activity can be robustly and comprehensively built & tracked in financial plans, and continued to refine it into a powerful variance analysis tool.- Designed, hired & setup a diverse brand-new team to successfully implement team strategy of driving commercial delivery by working in a matrix between divisional and Procurement teams, and continue to lead consistent year-on-year improvements in execution with above benchmark engagement scores.- Designed & implemented a comprehensive financial planning & analysis (FP&A) process for third-party costs to enhance BT Group’s wider financial planning and reporting, including regular reporting to executive committee.- Responsible for financial management of BT Sourced with effective control & compliance (inc. statutory accounting, Board reporting, audits & international tax). Show less Key member of team responsible for managing Group’s institutional investor base during an eventful period of company’s history.- Developed strong relationships with many sell-side analysts, as well as institutional investors (industrial, asset managers, pension funds, hedge funds, insurance companies, sovereign wealth funds, etc) across the world, both proactively and reactively in response to ad hoc queries or market news flow.- Supported the production and effective communication of annual and quarterly results, market RNS releases, investor presentations, consensus financial estimates, annual reports, etc, to a range of stakeholders.- Worked closely with C-suite colleagues to prepare for and successfully deliver market announcements and investor roadshows.- Worked with colleagues to assess the impact of complex financial events (eg. introduction of IFRS 15 & IFRS 16 accounting standards, changes to pension valuation assumptions, etc) on fundamental equity valuation/market perceptions, to effectively manage external communications.- Led and coordinated the production and successful delivery of in-depth divisional (eg. Openreach, BT Consumer) capital markets presentations.- Led several ad hoc projects such as the development and implementation of new quarterly KPIs, a key input of investor and analyst valuation models.- Regularly presented equity market views and internal implications to a wide range of colleagues.- Seconded to the Corporate Finance M&A team and completed various pieces of commercial financial analysis across a wide range of projects. Show less

  • Finance Director

    Jun 2020 - now

  • Investor Relations & Corporate Finance M&A

    Jun 2016 - Jun 2020