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Analytical and highly motivated Investment Analyst and CFA Charterholder with a demonstrated history of working in the investment management industry.

Experience within the Fixed Income and FX markets having worked as an analyst for an absolute return fund at a large asset manager and in investment strategy at a bespoke currency manager. Skills include trade analysis, strategy development, portfolio management, quants and execution.

Education and technical skills include a master’s degree in Finance, an undergraduate degree in Mathematics and professional experience of writing/implementing code for quantitative finance applications.

Please contact through LinkedIn message.

Work experience

May 2019Present

Associate Portfolio Manager

Macquarie Investment Management, London

Analyst, Portfolio Manager and Trader focusing on Global Bonds and Interest Rate Derivatives

Feb 2017May 2019

Senior Analyst, Investment Strategy (Rates specialist)

Record Currency Management, London

Created bespoke solutions for clients, using FX, Futures and Derivatives across asset classes, acting as the Rates, Credit and XCCY specialist. Managed the entire process, with responsibility for the progress and development of the product. Solutions could be return-seeking, equitisation or replication of bond, credit and equity portfolios, increasing cash returns or just better hedging products.

Ongoing market and macroeconomic analysis to generate ideas and analyse strategy risks. Additionally, managed the Rates exposure of FX hedging mandates.

Jul 2013Feb 2017

Analyst, Liquid Alternatives, Multi-Asset Investing

Standard Life Investments & Ignis Asset Management

Analysed, constructed and executed macroeconomic & relative value trades across G10 currencies for the Ignis Absolute Return Government Bond Fund (ARGBF) and several other mandates. Instruments used included Bonds, Inflation products Interest Rate Swaps, FX, repo, futures and swaptions/options. Plus managed and implemented across Ignis' life and pension funds (50 mandates totalling £20bn).

Idea generation: Generation and analysis, incorporating using macroeconomic views, original research and relative value models.

Portfolio construction: Collaborated in the ongoing development of the on-desk software that analysed exposure to forward rates plus other models.

Portfolio management: Ongoing monitoring of strategic and tactical positions, with additional trading to capture alpha and efficiently manage positions.

Execution and trading: Execution across rates, FX and inflation, electronic and voice negotiation of OTC derivatives.

I also communicated our strategies to the sales and client-facing teams and helped provide them with data and charts for presentations on our fund.

Jul 2012Aug 2012

Rates Team Internship

Ignis Asset Management, Glasgow

Internship focusing on an introduction to portfolio management, trading and quantitative finance. The key experience was shadowing team members and learning how they analysed markets and generated ideas. Additionally, I managed a personal paper portfolio, built tools (spreadsheet and Bloomberg) for risk management of that portfolio and performing analysis using forward rates. 

Jul 2011Sep 2011

Information Risk Management Analyst

Bank of New York Mellon, London

Part of BNYM global internship program

Undertook research on threats to information security and produced guidelines and documents for a number of key areas on how to combat these threats



MSc. Finance (Finance and Investment) with Merit

University of Durham, UK

Dissertation: “Term Structure Models: The effect of Macroeconomic Surprise on the Yield Curve”


BSc. Mathematics with First-class honours

University of Bath, UK

Final year project: “Parasitoids: Why is it that insects frequently suffer from parasitoids, but mammals are generally spared?” An evolutionary analysis through computer simulation of mathematical models.

University of Bath Fencing 1st Team, Fencing Club Treasurer and University Colour Sports Award for fencing


Exchange Programme in Mathematics

University of Canterbury, New Zealand

4 A-Levels (AAAC) and 2 AS Levels (AB)


Further Mathematics (A), Mathematics (A), Physics (A) and Chemistry (C)

AS-Levels A’s in the above, Economics (A) and Critical Thinking (B)
GCSEs 10 A* to B grades including Mathematics (A*), Science (A*/A*), English (A/B)

Other Achievements and Certificates


CFA UK Volunteer, Negative interest rate working group


Data Science Bootcamp (Udemy)


Complete Python Bootcamp (Udemy)


“Interest Rate Derivatives Intensive [course]” with London Financial Studies
This was a 4 day course covering Curve Building, Futures, FRAs, Swaps (interest rate, inflation, asset swaps, cross currency) and Optionality (Caps, Floors, collars, Swaptions, Greeks, SABR).


Finalist, Global Valuation Olympiad. Created and presented an investment memo and pitch book on a hypothetical acquisition of a FTSE-250 company.


Bloomberg Aptitude Test (BAT), top 1%

2008 Prize for A-Level Further Mathematics

UK intermediate Mathematical Challenge Silver (2006) & Bronze (2005) Certificate

Technical & Programming Skills

Programming: Python, VBA, SQL; previously Matlab, R, C#, and Java

Bloomberg: Advanced user of Bloomberg, including Python programming in BQuant, add ins for data retrieval, use of their API, advanced spreadsheet design and Rates/FX Curve building and pricing 

Excel & Other office software: Advanced user of Excel for financial modelling, data analysis and VBA programming

Econometrics: From university I learned how to apply econometric and statistical modelling techniques using eViews, PC-Give and R

Data access: USe of SQL, as well as common tools such as Bloomberg, Reuters Datastream, Haver and Macrobond

Investment Management Industry Software: I have much experience as user of common Investment Management & Trading Industry Software

Order management systems: Aladdin, Thinkfolio, Sungard FrontArena, Bloomberg AIM (for which orchestrated front office onboarding to this system)

Reporting: As above, plus Calypso

Trading: Bloomberg (VCON, FX GO, EMSX, Fixed Income Trading, TSOX, etc.), FX Connect, FX All, Tradeweb, MarkitSERV