Shane Jocelyn, CFA

Intern

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London, England, United Kingdom

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Timeline
About me
Citi Global Wealth Investments
Education
- CFA Institute
  2011 - 2013
  CFA Charterholder Investments and Securities
  Activities and Societies: CFA Society UK Relevant Fields of Study: Corporate Finance, Economics, Financial Reporting and Analysis, Quantitative Methods, Alternative Investments, Derivatives, Equity Investments, Fixed Income, Ethical and Professional Standards
- Headfort Prep School
  1999 - 2003
  Activities and Societies: Rugby Captain
- London Business School
  2010 - 2011
  Investment Management Programme Investments and Securities
  Activities and Societies: Rugby Club, Investment Management Club, Art Club Relevant Modules: Derivatives: Markets and Models; Fixed Income and Bond Portfolio Management; Equity Portfolio Management.Relevant Case Studies: Long Term Capital Management, Equitable Life, Portable Alpha: What Went Wrong, Orange County.Profiled here: http://www.london.edu/assets/documents/programmes/Jocelyn_IMP_2.pdf
- St. Columba's College, Dublin, Ireland
  2003 - 2008
  Leaving Certificate Mathematics, Business Studies, Classical Civilisation, French
  Activities and Societies: Debating, Rugby
- Westminster Business School
  2008 - 2011
  Business Management BA Honours Finance and Economics
  Activities and Societies: Entrepreneur Society, Investment Society Relevant Modules: Quantitative Finance; Investment Analysis and Strategy Relevant Coursework: Finding the optimal portfolio and efficient frontier using quantitative metrics, Argentinean Financial Crisis.
- Harvard University
  2011 - 2011
  Postgraduate Finance
  Relevant Modules: Capital Markets and Investments; Derivatives and Risk Management: Analytics and Applications.Relevant Case Studies: Pine Street Capital, First American Bank: Credit Default Swaps, Walt Disney’s Yen Financing.Relevant Coursework: Precious Metals and Mining EVA analysis, Top down credit analysis focussing on cyclical recovery rates.
Experience
- Hiscox
  Apr 2006 - Apr 2006
  Intern
  Hiscox Investment Management
- RBC Brewin Dolphin
  Apr 2006 - May 2006
  Intern
  Discretionary investment management
- BCM & Partners LLP
  Jun 2007 - Sept 2007
  Summer Analyst
  Multi strategy $1B+ hedge fund
- Key Capital
  Jun 2008 - Sept 2008
  Summer Analyst
  Capital Markets, Corporate Finance and Private Wealth Management
- Union Investment Management/Dollarhane
  Sept 2008 - Feb 2011
  Asset Management
  - Multi-asset class investment analyst covering listed securities and fund investments
- TLG Capital
  Sept 2011 - Dec 2013
  Special Situations
  Private Equity/Debt, Secondary Private Equity, Fixed Income
- Citi
  Mar 2014 - now
  Director
  Investments Department, Global Investment Lab - EMEAInvestment professional working for Citi within Investments EMEA responsible for multi-asset class advice and solutions to sophisticated investors including family offices, pension funds, and UHNW's. Advice encompasses all aspects of portfolio management across advisory and discretionary platforms - including: - overall asset allocation- thematic investments- leveraging Citi teams such as Citi Research, Citi Quantitative Research, Citi Equity Trading Strategy to bring a suite of best-ideas to relevant Investments clients. Developed tool for the identification of fixed income relative value trades. Other examples include equity valuation and momentum trading strategies- management of risk and subsequent hedging / monetisation of concentrated equity shareholder positions- modelling cash flows of multiple illiquid private equity / real estate investments within a portfolio- examining complex risk exposures. For example, evaluating risks within a large portfolio of structured notes - the development and implementation of thematic investments- reviewing and advising on style tilts within an equity portfolio (earnings momentum / quality / price momentum...etc) Show less
Licenses & Certifications
- Investment Administration Qualification
  Chartered Institute for Securities & Investment
- Investment Management Certificate
  Chartered Institute for Securities & Investment
- CFA
  CFA Institute
  Aug 2013
  View certificate
- Fixed Income Essentials
  Bloomberg
- How to Evaluate Real Estate Investment Opportunities
  Udemy
  View certificate
- Equity Essentials
  Bloomberg
Honors & Awards
- Awarded to Shane Jocelyn, CFA
  EMEA Head Pick - Chairmans Council 2017 Citi Mar 2017 Internal distinction at Citi.
- Awarded to Shane Jocelyn, CFA
  Committee providing advice and recommendations to the Irish government on issues pertaining to the fund management industry LIBS Aug 2013 Reporting to the Taoiseach (Prime Minister of Ireland) amongst other key stakeholders
- Awarded to Shane Jocelyn, CFA
  Speaker at Westminster Business School - Apr 2013 Presented on investment themes of 2013
- Awarded to Shane Jocelyn, CFA
  Speaker at UCL Finance Conference - Feb 2013 Developments and innovation in private equity focusing on the secondary market
- Awarded to Shane Jocelyn, CFA
  Speaker at Hult Business School - Nov 2012 In association with the Hult Prize, an initiative responding to a challenge made by President Clinton
- Awarded to Shane Jocelyn, CFA
  Westminster Business School Alumni Success Story - Oct 2012 http://blog.business.westminster.ac.uk/blog/2012/10/05/westminster-business-school-alumni-success-story-tlg-capi
- Awarded to Shane Jocelyn, CFA
  Presented and Proposed Reforms on Economic Policy in Parliament to President Mary McAleese and a Selection of MEP's -
- Awarded to Shane Jocelyn, CFA
  Speaker at SOAS - Invited by Economics and Finance Department to give a presentation on private equity