Senior Portfolio Assistant & Investment Committee Support
What matters most to our team both at work and in personal time:
Professionally – facilitating a dynamic investment process through investment analysis and research which enables us to adapt our strategies in line with ever-changing financial markets, in turn allowing us to deliver the highest of standards for our clients.
Personally – what matters to me is keeping fit and healthy by going to the gym and playing hockey.
I have been working in wealth management for 3 years, focusing on
- Fund Manager Research
- Investment Analysis
- Investment Management Certificate
- Certificate in ESG Investing
Currently studying towards becoming a Chartered Financial Analyst.