• Advising trustees of occupational pension schemes, ranging in size from £20m to over £6bn, on their investment strategies and wider governance requirements. • Carrying out data analysis on pension scheme members to help determine optimal investment portfolios, communication strategies and to support wider trustee decision-making and monitoring. • Designing and modelling investment portfolios to determine their suitability for clients' needs. • Managing multiple client teams to deliver advice to strict deadlines and responsible for project managing large scale change projects. • Driving pioneering projects on incorporating illiquid assets into default investment strategies and working with asset managers to develop bespoke solutions for clients that aligned with their Net Zero and ESG ambitions. • Successfully passing the Chartered Financial Analyst (CFA) exams.

Lane Clark & Peacock | Apr 2020 - Jul 2021

Investment Consultant

• Rejoined Lane Clark & Peacock following a career break.

Lane Clark & Peacock | Jul 2019 - Dec 2019

Investment Consultant

N/A

Lane Clark & Peacock | Jul 2017 - Jul 2019

Associate Investment Consultant

N/A

Lane Clark & Peacock | Mar 2015 - Jul 2017

Investment Analyst

N/A

Mactrac | Oct 2014 - Jan 2015

Online Tutor

• Providing maths tuition for a number of clients ranging from ages 15 to 18. • Planning lessons to meet the differing needs of the individual students, setting realistic learning objectives and providing constructive feedback to both the student and their custodian. • Using online tutoring software to facilitate learning, and helping to solve technical difficulties experienced by the client.

University of Warwick | Oct 2013 - Jun 2014

Supervisor

• Taking small classes of supervision groups of first year maths students, as well as providing assistance for general university life. • Marking assignments and providing useful feedback in a constructive and timely manner.

PwC | Jul 2013 - Sep 2013

Actuarial Intern

• Actuarial intern involved in a number of life and non-life projects. • Working as part of a team forming proposals for natural catastrophe insurance markets in Europe, which involved performing background research on the existing market and then contacting local experts to set up meetings to validate this information and evaluate potential opportunities. • Other projects included the creation of an Excel interface to facilitate data analysis on various insurance companies. This was achieved through use of Excel and basic use of VBA.

My Education

Take a look at my formal education

Artificial Intelligence MSc King's College London | 2023

Mathematics MMath (4 year integrated Masters) University of Warwick | 2014

Colchester Royal Grammar School

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