Management Project
Resume:
Bryan O’Carroll
Multi-Asset Investing, Quantitative Analyst
Standard Life Investments
*************@*****.***
+44-7-99933-7190
Education:
Present Completing Association of Chartered Certified Accountants
2013 Investment Management Certificate
2005-06 Masters MSc in Finance, Queens University Belfast
2001-05 Undergraduate BSc Financial Maths & Economics, NUI Galway
Work Experience:
Standard Life Investments
October 2012 to present: Multi-Asset Investing, Quantitative Analyst
My responsibilities include;
o Working with the Portfolio Management Team, the Risk and Implementation Management
Desk and the Risk, Governance and Compliance Department, as well as the individual
Equity, Fixed Income, Cash, Currency, Real Estate and Derivatives desks
Completion of technical requirements for external stakeholders e.g. Form PF’s, Form PQR’s,
o
detailed seg client reporting etc.
o Monitor portfolio exposures and prepare internal and external messaging for communication
based on updated positions
o Complete extensive ad-hoc analysis work including but not restricted to market analysis, correlation
analysis, strategy liquidity analysis, strategy scalability analysis, investor levels profiling
o Contribute to all messaging and collateral on products, particularly Global Absolute Return
Strategies, Global Focused Strategies, Absolute Return Global Bond Strategies and Enhanced-
Diversification Strategies
o Conduct thought leadership for the firm on strategic issues to the asset class
o Conduct technical oversight of database, RFP, presentation and marketing collateral
o Represent asset class as proxy Portfolio Manager in pitches, update meetings and as required
Achievements in the role:
o Built complex financial models using advanced financial analysis and modelling skills
o Won lucrative business mandates
o Completed IMC
o Heightened personal evidence of energy, resilience, thoroughness & common sense
o Proven capacity to meet challenging targets in a high pressure environment
o Developed a passion for the global macro fund challenge
Quayle Munro
September 2010 to July 2012: Corporate Finance Analyst
My responsibilities, as part of the Energy, Education & Infrastructure Advisory team, include;
o Project investment evaluation via detailed analysis of project financial forecasts, stakeholder
competencies and resources
o Building complex bespoke models to suit the type of project and the financial structure involved.
o Review bidder tenders for infrastructure projects
o Produce reports on behalf of Higher Education Clients recommending the best strategy available for
a variety of plans
o Advising on hedging solutions and strategy via detailed analysis of debt profiles. This is supported
by examining prevailing interest market conditions via Bloomberg to apply accurate data to analysis.
o Attend and partake in weekly meetings discussing on-going and upcoming mandates, the issues
involved and the potential solutions
o Prepare and release fortnightly market reports updating clients on a variety of rates and figures (e.g.
Interest rates, currencies, RPI, CDS spreads)
o Apply for new mandates via the open tendering environments available
o Prepare and attend presentations for potential clients
o Attend client meetings, actively network at seminars and other events and liaise with industry
professionals
o Maintain compliant mandates and remain up to date with compliancy requirements
Achievements in the role:
o Built complex financial modesls using advanced financial analysis and modelling skills
o Won lucrative business mandates
o Keen knowledge of Investment
o Heightened personal evidence of energy, resilience, thoroughness & common sense
o Proven capacity to meet challenging targets
o Developed a passion for the business challenge
Bank of Ireland Corporate Banking
October 2006 to September 2010: Associate – Portfolio Relationship Management Team
My responsibilities, as part of the Domestic Portfolio team, included;
o Actively managed and reviewed a portfolio of 22 corporate customers with total lending €440m.
Reviews consisted of a full credit analysis encompassing summary financials and ratios, company
background & history, 5 year historic financials, industry condition & expectations, competitor
analysis, management experience & background, any other relevant information and internal risk
systems data. Based on the full review I would decide on a recommendation to credit committee of
whether to increase lending limits, maintain current limits or reduce lending to the company. My
industries included telecoms, retail, agriculture and hoteliers.
o Liaising with the Business Development and Leveraged Acquisition Finance teams
o Remaining up to date on any developments in the industries covered, funding markets and with wider
economic conditions, domestic and international
o Attending weekly discussions on on-going credit reviews and potential customers and discussing as a
team the potential issues involved with each
o Managed transactional banking of clients within the portfolio
o Attending regular meetings with clientss to discuss their current and future lending requirements and
any other issues they had
o Business development through tender, presentations or pitches in conjunction with the Business
development team.
o Remaining up to date and compliant with all regulation
Achievements in the role:
o Over 4 years corporate banking experience
o Development of relationship, analytical and modelling skills
o Keen knowledge of the BoI sales matrix – CB, RB, BIAM, IBI, GM
o Heightened personal evidence of energy, resilience, thoroughness & common sense
o Proven capacity to meet challenging targets
o Developed a passion for the business challenge
Systems Knowledge:
Advanced ability with:
o Bloomberg - certificates completed in Equity, Fixed Income, FX and Commodity
o Factset
o Thomson Reuters Eikon
o Thomson Reuters Datastream
o Morningstar Direct
o Bespoke internal systems
o Microsoft Office, particularly Excel obtaining the F1F9 Excel modelling certificate in 2011
Personal Achievements:
Rowing at an Elite Squad level for Ireland & Scotland
Captain of the Ireland U23 squad in the World Championships, Amsterdam (2005).
Gold in Home International Men’s Heavyweight Pair 2008
Silver in Home Internationals Men’s Lightweight Pair 2013
GAISCE – President’s Award
The President’s award recognises those that have developed their abilities, skills and talents and given a
measure of their new found experience back to the community in a practical manner.
University
Honours Undergraduate and MSc.
Represented my fellow students for two years as their liaison with the academic staff.
Member of Mensa.
General Interest:
Sports, Travel, Movies, Music, Reading.
Contact this candidate