Seller 243529 - Wokingham, Berkshire, UK
| Rating: |
| |
| Hourly Rate: | £50.00 | |
| Available From: | Now | |
| Overview: | Investment banking professional with 12 years experience in financial analysis, risk management & financial modeling and sales management within Equity Capital Markets (ECM), start-ups, SMEs and property investment companies. |
CV
| • Started-up and developed market presence within the Baltic region; capturing over 60% market share in the first 6 months within an equities sales and trading environment. • Built strong international B2B and B2C network for investment banks and specialist equity boutiques over 10 years. Generating commission and trading incomes in excess of £5M. • Implemented aggressive pricing strategies to increase revenues by 30% within an ECM environment. • Set-up and implemented business procedures to quantify risk, viable financing structures and sales strategies within a property development environment. • Accountable and directly responsible for the management of 50 traders and $100M trading book. • Successful completion of several short term assignments in both investment banking and UK property markets |
Employment History
(2005 to 2006)
Freelance Business Consultant
Position: Business advisor to Samut Ltd for the buy-out of Collateral Trading Ltd
Brief:Assess the implications of a company acquisition, manage the integration process of both companies and reconfigure the financial situation with the view of introducing new funds.
Achievements:
•Performed business analysis of buy-out deal
•Formulated new business plan and strategic evaluation to present to banks, private investors and DTI.
•Evaluated and set new budgetary controls to reduce expenditure and increase revenues for the combined businesses.
•Increased turnover sales and projected profits by 35% by implementing strategy recommendations.
oTargeted turnover increased to £1.8mln from £750k for first year’s trading.
oDelivered Q1 turnover ahead of expectations and business plan strategy forecast.
(2003 to 2005)
Director of Sales / New Business
East Sussex, UKBrief: Define the group investment strategy and financing structure, and create and manage new agency business to compliment the group’s business objectives.
Achievements:
• Appraisal of property investment opportunities using risk models to determine profitable strategies; including viable financing structures, sales strategies (pre-sales / off-plan) and the overall effect of the company’s investment portfolio.
• Presenting to banks, stakeholders and joint venture partners investment opportunities in accordance with their risk profile and negotiating lending terms to maximise returns.
• Creating and launching SPVs to maximise project yield and return, liaising with professional advisors.
• Actively project managing multiple stages of the business restructuring, implementing critical paths and achieving key milestones.
(2002 to 2003)
Senior Manager
Euram Securities Ltd , LondonBrief: Develop sales activity and infrastructure and build up an international client network of hedge funds, investment banks and asset management companies.
Achievements:
• Lead the development and implementation of a stock selection model based on mean reverting arbitrage investments. This model was capable of delivering innovative investment strategies to our clients; increasing commission revenues by 35% and complementing the traditional sales approach.
• Actively managed client relationships and client orders in Europe, the UK and US; as well as generating innovative investment strategies to hedge funds and investment banks where the average business deal was £1 million.
• Actively developed the company’s business strategy from inception to maturity, involving the expansion of the department, accessing new markets and capturing new clients.
(2000 to 2001)
Co-Head of European Trading
Knight Securities Limited , LondonBrief: To start-up and manage European equity trading business, and build up a pan-European client and broker network.
Achievements:
• Accountable and directly responsible for the management of 50 traders and $100 million trading books.
• Strategies included risk arbitrage, capital structure arbitrage and long/short.
• Responsible for developing the Scandinavian Sales and Trading department; ultimately responsible for the Telecoms, Media and Technology (TMT) companies in Europe.
• European trading contributed to over half of Knight’s revenues and business activities in London.
• Increased sales and trading revenues by over 30% by proactively targeting more demanding clients and implementing more aggressive pricing strategies
(1997 to 2000)
Manager European Trading
Dresdner Kleinwort Benson , LondonBrief: Enhance Bank’s market share in Scandinavia, offering aggressive trading capabilities and contributing with specialist knowledge of clients and products
Achievements:
• Increased the Bank’s ranking in Scandinavian equity trading from 8th to 5th within an 8 month period
• Applied specialist local knowledge to significantly increased turnover, attracting high volume transactions in key Scandinavian stocks both in Europe and US markets
(1993 to 1997)
Manager Scandinavian Equity Trading & Sales
Nordea, LondonBrief: Develop trading and sales activity to UK and European accounts
Achievements:
• Enhanced the Banks trading capability from Finland to pan Scandinavian coverage
• Significant knowledge of Scandinavian companies and market sectors, specialising in Telecommunication and Technology stocks
• Developed pan Scandinavian and UK account network
• Developed hedging strategy to compliment market making and trading activities, and introduced ADR trading capacity
(1992 to 1993)
Trainee Sovereign Debt Broker
Banque ParibasAchievements:Regular over-achievement of sales targets on all business areas
Professional Qualifications
| FSA Registered Rep. 1993 CF21 Investment Advisor, CF26 Customer Trading City University Business School Financial Analysis SOM Helsinki Introduction to financial options and futures Euromoney Hedging & Trading Techniques Registered trader in: UK (FTSE SETS & SEAQ) Sweden (SAX), Germany (Xetra), Euronext and NASDAQ Europe |
Education
( 1991 to 1992)
University of Deusto
Erasmus programme
( 1988 to 1992)
University of Kingston
B.A. (Hons) ‘Languages, Economics & Politics’
Dissertation: ‘El desarrollo de la crisis de la deuda externa en Argentina, Brasil y Mexico.’
( 1982 to 1988)
St. Lawrence College
A ‘Levels: Economics, Mathematics and Spanish
O ‘Levels: Eight
Key Skills
| • Strong Communication, Team Management and Leadership skills • Highly developed Financial Analysis, Risk Management and Financial Modelling skills • Excellent property investment appraisal, valuation and portfolio management skills • Demonstrable record of winning new business, competitive bidding and managing client relationships, both in the UK and Europe. • Deep understanding of financial markets, company valuations and arbitrage modelling. • Experienced in managing large teams; effectively communicating, motivating to deliver quantifiable results. • Bilingual Spanish/English, understands communications issues in multicultural business environments Relevant Experience: • Started-up and developed market presence within the Baltic region; capturing over 60% market share in the first 6 months within an equities sales and trading environment. • Built strong international B2B and B2C network for investment banks and specialist equity boutiques over 10 years. Generating commission and trading incomes in excess of £5M. • Implemented aggressive pricing strategies to increase revenues by 30% within an ECM environment. • Set-up and implemented business procedures to quantify risk, viable financing structures and sales strategies within a property development environment. • Accountable and directly responsible for the management of 50 traders and $100M trading book. • Successful completion of several short term assignments in both investment banking and UK property markets Market Sectors: • Equity Capital Markets; European and UK Trading, Sales Trading • Sales Trading; focusing on hedge fund investment strategies – Risk Arbitrage, Capital Structure Arbitrage, Statistical Arbitrage and Long/Short • Property financing; due diligence, joint venture financing, structured financing, investment appraisal, project valuation and portfolio management. |
Categories & Skills
Administration Support
Categories
Skills
- Excel (Microsoft)
- Microsoft
- Outlook (Microsoft)
- PowerPoint (Microsoft)
- Publisher (Microsoft)
- Spanish (Languages)
- Word (Microsoft)
Engineering & Technical
Categories
- Building & Construction (Construction)
- Construction
Skills
- £10m to £50m (Project Size)
- Commercial/Finance Management (Experience)
- Construction Management (Experience)
- Estimating/Proposals (Experience)
- Experience (Building & Construction)
- Job Role (Building & Construction)
- Languages (Building & Construction)
- Mixed Use (Property Development)
- Project Director (Job Role)
- Project Manager (Job Role)
- Project Size (Experience)
- Property Development (Experience)
- Renovation (Experience)
- Residential (Property Development)
- Residential Housebuilding (Experience)
- Spanish (Languages)
Finance & Accounting
Categories
Skills
- 20 to 50 (Staff (numbers))
- Autex (Data/Price Distribution)
- Bloomberg (Data/Price Distribution)
- Bridge Telerate (Data/Price Distribution)
- Business Impact Analysis (Project Management)
- Business Plan Creation (Financial Consulting)
- Capital Markets (Banking)
- Cash Management (Banking)
- Compliance (Banking)
- Cost Analysis (Financial Consulting)
- Data/Price Distribution (Software Experience)
- Datastream (Data/Price Distribution)
- Economic Forecasting (Financial Consulting)
- Equity (Capital Markets)
- Eurex (Data/Price Distribution)
- Excel (Microsoft)
- Financial Consulting
- Financial Management (Financial Services)
- Financial Planning (Financial Services)
- Financial Services (Sector Experience)
- Financial Systems (Project Management)
- Higher Education (Organisation Experience)
- Housing and Property (Sector Experience)
- International Experience (Organisation Experience)
- Investment (Financial Services)
- Investment Manager (Job Level)
- Job Level (Financial Services)
- Kobra (Reuters)
- Large Company - UK (Organisation Experience)
- Leadership (Project Management)
- Man Management (Project Management)
- Managing Suppliers (Project Management)
- Microsoft (Project Management)
- Multinational Company (Organisation Experience)
- Multiple Projects (Project Management)
- Negotiation
- Neonet (Data/Price Distribution)
- Organisation Experience (Project Management)
- Portfolio Management (Financial Services)
- Powerpoint (Microsoft)
- Project (Microsoft)
- Restructuring (Project Management)
- Reuters (Data/Price Distribution)
- Sales Support (Job Level)
- Sector Experience (Financial Services)
- SME (Organisation Experience)
- Software Experience
- Spanish (Languages)
- Staff (numbers) (Project Management)
- Stockbroker (Job Level)
- Thomson Financial System (Data/Price Distribution)
- Trading (Compliance)
- Visio (Microsoft)
- Word (Microsoft)
- Xetra (Data/Price Distribution)
Sales/Account Management
Categories
Skills
- Account Management (Account/Client Management)
- B2B
- B2C
- Client Management (Account/Client Management)
- Client Prospecting (New Business Development)
- Client Researching (New Business Development)
- Cold Calling (New Business Development)
- Competitor Analysis (Sales Management/Strategy)
- Excel (Microsoft)
- Market Analysis (Sales Management/Strategy)
- Market Orientated Strategy (Sales Management/Strategy)
- Meeting Generation (New Business Development)
- Microsoft
- Negotiation
- Outlook (Microsoft)
- PowerPoint (Microsoft)
- Presentation Delivery
- Presentation Preparation
- Solution Sales
- Spanish (Languages)
- Word (Microsoft)

