Puneet Minocha

Assistant Analyst

425 followers

United Kingdom

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Timeline
About me
Investment Professional
Education
- Ilford County High School
  2009 - 2011
  High School
  Activities and Societies: Bank of England 2.0 finalist, Chair of Economics Society, Duke of Edinburgh Bronze & Silver award, Prefect, Economics' department award for achieving 100% in ASlevel Economics exams. Achieved Alevels in Economics, Mathematics and History, AS level Extended Project (Economics) & Physics
- The London School of Economics and Political Science (LSE)
  2017 - 2019
  Master's degree Finance, General
  Activities and Societies: First Year - Asset Markets, Corporate Finance Sector Head, LSE Investment Society Mentor, LSE Widening Participation Programme. Course Representative, LSE MSc Finance
- London Business School
  2024 - 2026
  Master of Business Administration - MBA Finance, Strategy, Marketing
  MBA Class of 2026
- The London School of Economics and Political Science (LSE)
  2011 - 2016
  Bachelor’s Degree Economic History 2:1
  Activities and Societies: Investment Society, Alternate Investments Society, Economics Society, Rock Climbing Society, Anime Society. Took part in economics research groups. Student Teacher Liaison for course.
Experience
- European Bank for Reconstruction and Development (EBRD)
  Aug 2011 - Sept 2011
  Assistant Analyst
- Buck, A Gallagher Company
  Jul 2016 - Oct 2017
  Produced investment and governance advice for DB&DC pension clients.Created bespoke derisking strategies for mature DB clients.Supported several buy-out and risk transfer programmes for clients.Worked alongside the CIO to create tactical asset allocation advice. Produced investment and governance advice for DB&DC pension clients.Recieved full time offer.
  - Investment Analyst
    Nov 2016 - Oct 2017
  - Investment Analyst - Intern
    Jul 2016 - Nov 2016
- Mercer
  Oct 2019 - Aug 2024
  Worked in Mercer's market leading manager research fixed income research practice. Responsible for conducting primary due diligence on a range of public fixed income mandates and managing our buy rated list of managers. Presented investment advice to clients looking at esoteric components of their fixed income portfolios and helping them to reach sustainability and risk and return objectives.Promoted in 2022. Produced investment and governance advice for DC pension schemes.Modelled client portfolios, helping to achieve risk and return objectives.Built internal optimisation tools using VBA and worked alongside the capital markets assumptions committee to formulate longerterm asset class returns.Promoted in 2020 cycle.
  - Fixed Income Researcher
    Mar 2021 - Aug 2024
  - DC Investment Analyst
    Oct 2019 - Mar 2021
Licenses & Certifications
- Chartered Financial Analyst (CFA)
  CFA UK
  Dec 2021
- Certificate in ESG Investing
  CFA UK
  Aug 2023
- IMC
  CFA Institute
  Nov 2016