Callum Stokeld DipPFS

Experience

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  Maryhill Citizens Advice Bureau

  Nov 2010 - Sept 2011

  Volunteer Adviser
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  Save & Invest

  Sept 2011 - Oct 2014

  Senior Funds analyst

  Duties included, but were not limited to: • Membership of the in-house Investment Committee• Investment fund analysis• Research into asset class and market outlook• Maintaining contact with fund management representatives• Reviewing of client portfolios• Report writing covering a range of scenarios

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  Augustine Ltd

  Oct 2014 - Mar 2017

  Investment Specialist

  I was recruited by Augustine to formalise and systemise their investment process, and create a framework for reviewing of both portfolios and the underlying funds, as well as constructing a preferred fund list. I regularly reviewed client portfolios and provided investment recommendations in conjunction with advisers. As part of my role, I wasinvolved with proposing and discussing strategies for expanding the client base in the future.

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  City Financial Investment Company

  Mar 2017 - Mar 2019

  Senior Investment Analyst

  I joined the multi-asset team at City Financial in March 2017, working as part of a team that manages 7 different UCITs strategies. These include 4 different risk profiles, with overseas equivalent strategies for 2, and a multi-manager strategic fixed income strategy focused on income generation. My initial role focused primarily on fund manager research across all asset classes and geographies, including open-ended investment vehicles, investment trusts and exchange-traded products, amongst others. Subsequently my role has involved increasing input into strategic investment positioning and tactical opportunistic investment idea generation, across equities, fixed income, alternatives, and foreign exchange, encompassing all geographies. Day-to-day responsibilities also particularly include executing trades in derivatives, futures, and exchange-based products, and instructing trades in open-ended investment vehicles.Key responsibilities include:• Input into strategic portfolio positioning and idea generation for implementation of strategic outlook.• Idea generation and position monitoring of tactical investment opportunities.• Primary monitoring responsibilities for offshore model portfolio service.• Quantitative and qualitative assessment of open-ended, closed-ended and exchange traded investment vehicles.• Ensuring portfolios remain within regulatory asset allocation requirements and liasing with Risk team to ensure portfolio risk levels remain appropriate and in line with qualitative expectations.• Production of fund research reports.• Maintenance and monitoring of fund research database.• Production of written materials, including marketing and regulatory documentation.• Placing/instructing trades through Bloomberg IB and EMSX functions, including RFQE.• Morningstar analysis.• Day-to-day fund administration.• CF30 authorised. Show less

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  Kepler Partners LLP

  Jul 2019 - Aug 2021

  Investment Trust Research Analyst
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  Panmure Liberum

  Aug 2021 - now

  Vice president, Investment Funds Research Analyst