Simon McConnell, CFA

Global Investment Solutions Portfolio Co-Ordination Industrial Placement

819 followers

London, England, United Kingdom

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Timeline
About me
Portfolio Manager at Netwealth Investments
Education
- CFA UK
  2020 -
  Certificate in ESG Investing
  A modern and progressive qualification, the CFA UK Certificate in ESG Investing has been developed to deliver the knowledge and skills required by investment professionals to integrate ESG factors into the investment process.
- CFA Institute
  2014 - 2017
  CFA Level 1, CFA Level 2, CFA Level 3
  The CFA Program provides a strong foundation of advanced investment analysis and real-world portfolio management skills.
- The Bishop's Stortford High School
  2001 - 2008
  AAAA
- University of Bath
  2009 - 2013
  Mathematical Sciences First Class Honours
Experience
- UBS Global Asset Management
  Jun 2011 - Aug 2012
  Global Investment Solutions Portfolio Co-Ordination Industrial Placement
- UBS Global Asset Management
  Aug 2013 - Sept 2016
  - Portfolio Manager
    Jul 2015 - Sept 2016
  - Portfolio Management Analyst
    Oct 2014 - Jul 2015
  - Portfolio Management Analyst
    Aug 2013 - Sept 2014
- Netwealth
  Oct 2016 - now
  Netwealth provides a comprehensive and customised, portfolio management service, enabled by powerful financial technology, helping clients achieve their individual investment targets.
  - Senior Portfolio Manager & Head of Portfolio Construction
    Jan 2023 - now
  - Portfolio Manager
    Oct 2016 - Mar 2023
Licenses & Certifications
- Chartered Financial Analyst (CFA)
  CFA Institute
  Jun 2017
- Certificate in ESG Investing
  CFA UK
  Aug 2020
  View certificate