Experience

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  Ubs wealth management

  Jul 2011 - Sept 2011

  Summer intern

  Regular responsibilities included summarising the week’s events in global markets and identifying the most relevant information from a selection of resources for the Ultra High Net Worth team and developing a clear and concise understanding of market developments and meeting deadlines.

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  Ubp - union bancaire privée

  Jun 2012 - Sept 2013

  Desk assistant

  Trading liquid bonds in the market with a maximum value per trade. The role involved communicating on a daily basis with senior Portfolio Managers in UBP. Ultimately, I traded on their decisions, after providing live indicative bids or offers. In order to trade on live markets I was required to pass the CISI L3 Financial Regulations exam.As a desk assistant, my responsibilities were to collate information using the in-house platform and using a number of databases to compute, present and summarise complex information to the team. Clear and concise reporting to senior managers was required, including efficiently summarising data output. The graphical representation of these models was a useful tool to visually support conclusions and recommendations drawn from the analytics and to inform future investments. Show less

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  Columbia threadneedle investments

  Apr 2015 - Jul 2016

  Fixed income / em analyst

  Responsibilities in the Fixed Income team included timely updates to all fixed income product stakeholders, including incorporating changes to strategy and new trade ideas in client materials and producing regular market commentaries.My responsibilities in the EM team were to maintain research coverage of companies based predominantly in EMEA & Latin America, primarily covering the Information Technology sector in CEE and the Industrials sector in LatAm. Investment recommendations were based on meeting company management, DCF models & fundamentals analysis and the assessment of the broader macro environment in each region through broker research and calls with sell-side analysts. Show less

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  Allianz global investors

  Jan 2017 - now

  • Credit research focusing on REITs including Data Centers, Towers & European Real Estate issuers including European Securitizations in RMBS and CMBS markets• Credit research focusing on US Corporates including Food & Beverage and Transportation sectors• Pricing and relative valuation of debt instruments across the capital stack (senior and subordinated corporate bonds) as well as across different tranches (for securitisations) in primary and secondary markets• Building and interpreting financial models with credit fundamentals and presenting in sector reviews including a hypothetical ranking for issuers in each respective sector based on fundamental quality• Generating investment ideas whilst considering the macro views of the team• Ad-hoc research projects including analysing the implications of a flatter yield curve as well as quant-driven studies on the illiquidity premium and fair value of spreads in High Yield markets Show less

  • Associate Portfolio Manager, Impact Investments

    Jun 2022 - now

  • Credit Analyst

    Jan 2017 - Jul 2022