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| Year of birth |  | 1969 |
Current Location/Address |
| City or Town | | London |
| Country | | UK |
Permanent/Home Location/Address |
| Country | | UK |
Languages |
| Primary Language | | Fluency |
| English | | Read, write and speak fluently |
Nationalities |
| Nationality By Birth | | UK |
| | |
Experience Classification |
| Job Function | | Years Experience |
| Funds Management | | 4 |
| Stockbroking | | 14 |
Qualifications |
| Highest Qualifications | | Degree |
| Qualification | Subject | Establishment/Country | Year |
| Degree | Economics | UK | 1991 |
Other Qualifications, Memberships, Certification
FSA |
Computer Skills and Software Used |
Microsoft Office, Excel, Word and Powerpoint
Bloomberg
Front Arena
Imagine |
Work Locations |
| Are you willing to move or relocate? | |
Yes - I will travel domestically
Yes - I will relocate domestically
Yes - I will travel internationally
Yes - I will relocate internationally | |
Availability |
| Start Immediately? | | Available Now |
Ideal Next Job |
| Portfolio Management in the asset class of Convertible Bonds or institutional sales of convertible bonds and by product derivatives |
Required Salary & Conditions |
| Minimum Salary £100,000 |
Employment History |
| Total Years of Work Experience: | | 19 |
| Commenced Full Time Work: | | 1991 |
| Job Title: | | Investment Manager |
Summary |
Jefferies International Limited 1991-2000
KBC Financial Products 2000-2005
KBC Alternative Investment Managament 2005-2009 |
Work Experience |
KBC ALTERNATIVE INVESTMENT MANAGEMENT UK LIMITED
February 2005 – December 2008 Executive Director
In February 2005 I moved internally to the bank sponsored Hedge Fund that had over $5bln of client assets under management of which $2bln was dedicated to Convertible Bond Arbitrage Strategies. I was seconded for my experience, knowledge and valuation skills to co-manage the International Convertible Bond investments. From June 2006 I was in charge of all Non-US CB trading at KBC AIM.
The diversified nature of Convertible Bonds means I have broad experience to a range of other products that I would also trade to hedge out additional undesirable risks within my investment portfolio; these include Credit Default Swaps, Asset Swaps, Options (single stock and index), Var Swaps, Bond Futures, Interest Rate Swaps, Total Return Swaps, Dividend Swaps and Stock Lending
Principal Trading Strategy was relative value Convertible & Volatility Arbitrage in Europe, Asia and Japan, maintaining a bias to be long volatility over medium to long term maturities on a relative value basis.
High emphasis on controlling risks within portfolios, ensured minimal as possible negative impact to NAV of funds in adverse market conditions.
Keep portfolios well diverse in terms of names, industry class, and beta to general indices.
Full understanding of cost structures employed within investments with careful note taken on return on capital employed.
Successfully traded Convertible Bonds as part of an M&A Strategy.
Solid understanding of Balance Sheets and Credit Analysis.
Successful and profitable track record especially in 2008 (Figures available on request)
In 2008 was awarded second prize in the Euro Hedge annual awards for the category Convertible Bond Fund of the year
Developed an excellent understanding of relative price action in various asset classes and their relative correlations.
Very comfortable speaking with investors and was regularly involved in investor presentations.
Familiar with the following software applications, Front Arena, Imagine and Sophis
KBC FINANCIAL PRODUCTS UK LIMITED
April 2000 – February 2005 Director
Employed as a senior Sales person for the Convertible Bond desk in London
Client base included major Hedge Funds, Proprietary desks and traditional long only Investment Mangers and Insurance Companies.
Advised traders on positions held within the trading books and attended risk meetings
Also sold derivatives to the client base, these included Credit default swaps, Asset Swaps and Dividend Swaps
Regularly achieved annual sales credits or between $2m and $3m on secondary trading
Helped to train and educate junior members of the team.
Assisted quantitive software developers on new bespoke in-house trading and modelling applications.
Presented around the world at various conferences dedicated to Convertible Bonds.
JEFFERIES INTERNATIONAL LIMITED
August 1993 – March 2000 Senior Vice President
In Aug 93 was offered a position within the newly formed equity linked team to become a junior sales/trader
Traded a small book and executed overnight client orders within Convertible Bond desk headed by Clifford Siegel
Worked in both New York and Hong Kong offices for the equity linked department
Developed my own client base from scratch via cold calling and prospecting from sources active in the asset class
JEFFERIES INTERNATIONAL LIMITED
August 1991 – July 1993
Started my career as a mid office settlements assistant on the US institutional equities desk
Within a year had taken my NASD Series 7 and Series 63 exams
Was requested to become full time assistant to the senior Sales Trader on the desk in helping to look after his client base giving me my first hands on role dealing with clients
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Comments/ Hobbies/ Interests etc: |
Sport – Keen golfer, member of private golf club and society. Visit gym 2-3 times a week to keep fit
Leisure – In my spare time I help to run a local youth football team and enjoy cooking for friends
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