AgenCFO

Reporting & Fractional CFO Services. We provide a range of financial services to fast-growing agencies. 

The typical clients we work with can be described as “visionary entrepreneurs”; they know where they want to go and have the business acumen to get there. 

All they need is a trusted partner on their side who takes care of the numbers, keeps their operation lean, and helps them maximise their ROI.

Partner & COO

CBRE Investment Management

EMEA Indirect Real Estate Investment

- Specialised in Residential, Life Science, Healthcare, Office and Diversified funds. 
- Monitored existing funds, forecasting returns and maintained relationships with fund managers.
- Supported the due diligence and underwriting process of new investments and participated in the review of investment proposals preparing materials to present to the investment committee. 
- Prepared client investment allocation plans for discussion with portfolio managers and ensured client portfolios were positioned in accordance with market views and within the mandate's investment restrictions.

Investment Portfolio Analyst

Credit Suisse

Worked on the European Real Estate team after completing a year of sector rotations in Steel & Mining and Luxury Goods.

- Worked with the Real Estate team on the initiation of coverage of European REITs. Built multiple models from scratch for German Resi REITs, and wrote research pieces on trends in the office and retail sector for the initiation.
- Supported the Steel & Mining team with the coverage of European Steel. Pitched an investment recommendation to the department on Outokumpu.
- Supported the Luxury Goods team during the initiation process. Built a DCF/Multiples model from scratch for the initiation.

Equity Research Analyst - Real Estate

Link Group (LNK)

Part of the Investment Risk and Performance team. Worked with the Fair Value Pricing Committee to price unquoted assets held in various portfolios and produced reports for each asset. Assisted the Investment Risk and Performance Team with the production of management information and generated/monitored liquidity, market, counterparty, and performance risk reports.

Valuation Analyst

Van Lanschot Kempen Investment Banking

Worked in the Life Sciences Team supporting colleagues with their daily activities, created trading updates, and produced a database of past deals.

Equity Research Intern

Sloane Robinson

Pitched an investment recommendation to the Emerging Markets Portfolio Manager. Used analyst reports, financial statements, DCF analysis and financial models for the recommendation.

Investment Analyst Intern

Ramsfield Hospitality Finance

Completed work experience at the Midtown based real estate investment firm. Researched upcoming hotel additions to the Midtown area.

Real Estate Investment Intern

Worked with the Emerging Markets Portfolio Manager: Attended investment/broker meetings, researched companies, used analyst reports, financial reports, spreadsheets and DCF analysis to put together stock notes for each company with potential to be added to the portfolio.

Stompbox Ltd

Working at a leading guitar store during the summer and on Saturdays since the age of 14, I developed skills such as; customer engagement, consultative selling, inventory reporting, web order processing, selling at trade events, as well as developing my knowledge of music and music technology

Sales Assistant

Partner & COO at AgenCFO - We provide a range of financial services to fast-growing agencies. The typical clients we work with can be described as “visionary entrepreneurs”; they know where they want to go and have the business acumen to get there.

FCA Qualified with a background in equity research and real estate investment. Bachelors' degree in Economics (Major in Finance).

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