Bell Rock Capital Management LLP

Technology Investment Analyst  (US equities primarily)

Sector coverage: Primarily Software and Fintech but also active in Internet, Semiconductors and Hardware. 

Prior coverage: US Financials (Fintech, Banks, Exchanges and Asset Managers).

Analyst

Finvoice

B2B SaaS company modernizing factoring & asset-based lending 

Responsibilities:
- Inbound and outbound sales (both SMB and enterprise / RFP)
- Product management
- Fundraising support
- Financial modelling

Chief Commercial Officer

Billon

Distributed ledger technology company building systems for real-money transfers and document storage

Responsibilities:
- Fundraising support / investor relations
- International partnerships (UK & US)
- Accelerator programs lead (Fintech71, VC Fintech)

Business Development Director

ProteinCrate

SOLD TO TANTRUM DISTRIBUTION LTD 

Vegan protein snack subscription boxes

Co-Founder & Co-CEO

Citadel

Investment Associate within the European Financials Team

Sector coverage: Fintech, exchanges, asset managers, REITs, housbuilders, specialist banks
 
Responsible for:
 - Investment idea generation
 - Financial modelling (equities: operating models)
 - Portfolio monitoring
 - Meeting companies' management quarterly
 - Covering UK political events (General Election / Brexit)
 - Presenting weekly on global equity, bond, currency and commodity movements

Investment Associate - Global Equities

Goldman Sachs

Financial Institutions Group, Investment Banking Division

Deal experience:
 - Virgin Money IPO 
 - Shawbrook IPO
 - Direct Line International sale to Mapfre
 - Defence advice for Electra Private Equity against activist investor (Sherborne Investors)
 - Travelex sale to Dr. B.R. Shetty (dual-track process)
 - Goldman Sachs Merchant Banking Division purchase of 50% of Hastings Insurance Group
 - Goldman Sachs Merchant Banking Division high yield debt raising for above purchase
 - RBS sell-down of Direct Line Group

Investment Banking Analyst

Henley Investments (Real Estate PE)

Intern Analyst

Summer Analyst

BlackRock

Active Allocation Team, Portfolio Management Group

Equities investor with investment banking and operating experience. Focused on the technology sector (including fintech) with prior experience in financials.

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