I am a CFA charterholder transitioning from corporate treasury into capital markets and investment management, bringing a unique blend of analytical rigor and operational execution to portfolio and capital allocation decisions.

My background bridges investment analysis, debt capital markets, and balance sheet strategy. I have owned end-to-end decisions on FX exposure management, debt portfolio optimization, liquidity planning, and fixed income execution. This work translated market signals into frameworks that improved forecast precision by 25% while strengthening how currency and balance sheet risks were evaluated at the enterprise level.

What differentiates my approach is decision ownership, not just analysis. I frame the problem, evaluate scenarios using derivatives and fixed income instruments, assess counterparty and liquidity risk, recommend the action, and implement the solution. Then I communicate implications clearly to CFOs and senior leadership. I work where judgment determines outcomes, not just process.

I am pursuing roles in capital markets, investment management, and portfolio management where my treasury foundation becomes an advantage: understanding how funding costs, balance sheet constraints, and liquidity dynamics influence investment decisions. This includes portfolio manager, investment manager, and capital markets roles at asset managers, insurance companies, corporate treasuries, and financial institutions.

Tristan Kelley

Danny Clarke CMIOSH

Championing Skills, Inclusion, and Innovation in Construction

With decades of experience supporting the construction industry, I’m passionate about creating a skilled, competent, and inclusive workforce that meets the challenges of today—and tomorrow.  

The construction sector is evolving rapidly. From attracting the right talent to developing future-ready skills systems, I work to empower individuals and businesses to thrive in this dynamic landscape.  

At CITB, our mission is simple:  
- Attracting talent: Inspiring the next generation to join and succeed in construction.  
- Developing skills: Building a training and development system aligned with the industry’s needs.  
- Driving inclusion: Ensuring the workforce is diverse, equitable, and inclusive.  
- Supporting growth: Providing robust resources for workforce training and development.  

How I can support you:
Whether you’re an employer, training provider, or industry advocate, I’m here to connect, collaborate, and create opportunities that drive meaningful change. I specialise in:  
- Partnering with businesses to address skills gaps.  
- Promoting equity, diversity, and inclusion across the workforce.  
- Leading initiatives like the Top 100 Women in Construction Awards to spotlight talent and drive positive change as well as the Neurodiversity research in the industry.

What I bring to the table
Community building: I’ve led initiatives that bring people together, from grassroots efforts to national campaigns, ensuring that every voice is heard and valued.
Neurodiversity advocacy: Through training and education programs, I help organisations better understand and support neurodivergent individuals, creating workplaces that are not just accommodating but empowering.
Leadership and results: As a leader in engagement, I’ve guided teams to deliver tangible outcomes, from fostering employer networks to supporting workforce development projects.
Mental health advocacy: As a trustee with Mates in Mind, I’m committed to improving mental health awareness and support across the construction sector.

I’m always excited to hear from people who share my commitment to innovation, inclusion, and growth in the construction industry. 
Reach out if you’d like to:  
- Collaborate on workforce development initiatives.  
- Explore CITB’s training programs and support services.  
- Share ideas on how we can shape a brighter future for construction.  

Check out my featured posts or connect with me here to learn more. 

For more about CITB’s work, visit [CITB.co.uk](https://www.citb.co.uk/).

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The Battle

Tristan Kelley

Danny Clarke

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