• Responsible for design, implementation, and trading of a new systematic ‘Quantamental’ equity Hedge-fund for an UHNW US family office in Python/Pandas.
• Implementation building complex composite Quality, Momentum, Value, and Leverage factors using institutional data-sets, including Factset Worldscope and Estimates, Reuters Point in Time, and Credit Suisse HOLT.

• Ambitious start up to disrupt the investment industry via advanced stock screening and education.
• Designing and optimizing advanced stock screening algorithms for investment idea generation.
• Project management of development of UK insider, institutional ownership ‘Best ideas’, and short interest products.

• Vulcan Investments: Managing an investment fund with senior industry professionals.
• Satif Capital: Consulting work and corporate access (independentcorporateaccess.com) start up including business plan and capital raising.
• Systematic Equity Partners: Own startup. Built global quantitative fundamental stock ranking system based on various measures of value, earnings quality, earnings momentum, and growth using Thomson Reuters’ fundamental data with backtesting, and risk analysis.

• Member of a team of three investment professionals for a $100m equity long/short Goldman Sachs start up hedge fund, seeded by Protege partners, a top 50 fund-of-funds.
• Generalist with sector expertise in consumer goods, medtech, and oil services companies. Generated ~7% absolute return, from inception to fund close (details on request).
• Process involved regular meetings and conference calls with company management. Long-term, quality investment style.

• Sole analyst working on three top-performing European funds with $500m under management. Investment styles were listed pre-event value, long only, and equity long/short.
• Main fund well known Trident European fund employing a private-equity in public markets type valuation approach (EV/EBITDA and FCF focused on sum of the parts breakup valuation) working directly with Basil Postan.
• I was a generalist and contributed significantly to the performance of these funds.

• Credit Suisse: I was based in the Financial institutions group and worked on a number of transactions, including a bank IPO, the sale of an asset-manager, and various insurance companies.
• Goldman Sachs: worked on equity derivatives desk under Sandy Rattray, designing and developing a database system to calculate the Greeks for European warrants business.