
Technical Analyst, Client Fund Management, Standard Life Investments
Edinburgh, United Kingdom

Technical Analyst, Client Fund Management, Standard Life Investments
Edinburgh, United Kingdom
Technical Analyst with wide range of financial services experience gained through successful career in Investment Management (IMC qualified) and the Pensions and Life Assurance industry.
Fund management experience includes investigation into fund and asset pricing, box liability management and passive fund rebalancing.
Previous experience in Life Assurance industry includes development of advanced quotation systems and key involvement in the design of Standard Life's successful SIPP product, including income drawdown.
Throughout my career to date, I have been heavily focussed on technical analysis, product and system design and development.
I'm particularly interested in furthering my career in investment management, focussing more on the client and business development side.
Financial services expertise including Pensions and Life Assurance product development and technical analysis, esp SIPP and Income Drawdown; unitised fund structures, fund pricing, passive fund management, and box liability management. (IMC qualified)
Expertise in software system design and development (Highly proficient in VB and MS Excel), and Database admin (Access, DB2, Oracle).
(Public Company; Financial Services industry)
August 2007 — Present (2 years 8 months)
I provide data and analysis within a small technical team in Client Fund Management. Our responsibility is to investigate and support technical issues concerning the pricing and management of over 800 investment funds. Part of this responsibility includes box management for internal and external insured funds and the operation of passive fund rebalancing.
I also develop and maintain a number of software applications that enable this and other areas to carry out their work. This includes the current system for delivering box management within Standard Life Investments.
(Public Company; Financial Services industry)
August 1999 — August 2007 (8 years 1 month)
Providing product development and operations analysis and support. Technical analysis and specification of quotation and administration systems along with development and programming of prototype systems and testing platforms. Specialised in SIPP and Income Drawdown products.
(Public Company; Financial Services industry)
September 1995 — August 1999 (4 years )
Providing manual quotes and other technical product support on full range of life and pensions products.
MA (Hons) , Economics & Politics , 1991 — 1995
1987 — 1991
Golf, Photography, Technology
Investment Management Certificate, 2008