Building conviction with analysis and action.

2025 – 2026

CFO — Queen's Student Managed Fund

• Managed £100k+ live equity portfolio — largest student-managed fund in Northern Ireland
• Led benchmark migration from FTSE 350 to MSCI ACWI
• Established NAV infrastructure with Davy Group as custodian
• Managed 115+ analysts across sector teams
• Ranked 2nd at Student Capital Invitational — +9.46% return
• Secured CFA Institute Certificate of Recognition for QSMF

2026

Work Experience — HNH Partners

• Supported deal flow analysis and transaction documentation at a Belfast M&A boutique

July 2026 · London

Investment Management Placement — Rathbones

• Researched the airline sector (IAG/British Airways/Aer Lingus) for a Senior Investment Director
• Trained in portfolio construction — tax wrappers, trusts, and model portfolio structure across index, active, bonds, alternatives, and cash
• Built relationships across the investment team, including introductions to industry contacts

July 2026 · London

Hedge Fund Placement — Tees River Hedge Fund

• Assigned equity analysis on Antofagasta
• Contributed to the team's uranium sector thesis, including UxC data and the Westinghouse IPO angle

July 2026 · London

Asset Management Placement — HSBC Asset Management

• Sat in on sector coverage meetings across financials, telecoms, and LatAm/EM equities
• Observed the team automating Bloomberg-to-DCF workflows within equity research
• Attended a macro strategy meeting covering rate outlooks and an AM macro meeting on inflation and earnings momentum

Ongoing

Shift Leader — Tesco

• Operational leadership running ~20 hrs/week alongside full-time MSc