Bio
When I embarked on an unconventional journey from an engineering science background to fund management, I leaned heavily on the mentorship and guidance of others. This experience ignited my passion for helping others navigate their own unique paths. With a diverse and extensive network that spans investment banking, asset management, hedge funds, machine learning, signal processing, and executive search firms, I am excited to share my knowledge and experiences to assist others in achieving their goals.
As a seasoned Investment Leader with over 15 years of expertise, I have excelled in developing, managing, and promoting sophisticated, large-scale, multi-asset, and multi-strategy absolute return products. My proficiency covers both public and private markets, showcasing extensive experience in cross-asset and derivatives, as well as top-down and bottom-up approaches.
Having extensive experience interviewing candidates for positions ranging from PhD roles to senior positions, I can leverage this expertise to help you excel in interviews by understanding what interviewers are seeking and, more importantly, what they are not. As someone personally responsible for managing over $10 billion in assets within a macro framework, I can guide you in transitioning from analyst to PM or enhancing your existing process. Drawing from my success in raising over $5 billion in assets across various clients, I can help you refine your pitches and improve your success rate.
As a mentor, I am eager to employ a clear and engaging approach to share my experiences and insights, providing valuable guidance for those looking to thrive in their respective fields.
Featured Review
james smith
Brendan went above and beyond as mentor and helped me navigate the confusing path from University to an analyst role at a major bank. He was always on hand to offer advice and had some real insight into what employers were looking for, as well as good career advice. Would happily recommend to others.
MENTORSHIP PLAN
$250.00 / month
Unlock Your Potential with Expert Guidance Personalized mentorship to help you reach your goals
- Up to 2 calls per month
- Unlimited Q&A via chat
- Expect responses in 48 hours or less
- No tasks or exercises provided
- Flat fee, no hidden costs
MENTORSHIP PLAN
$450.00 / month
Propel Your Career with Tailored Mentorship Ongoing support to take your career to the next level
- Up to 6 calls per month
- Unlimited Q&A via chat
- Expect responses in 12 hours or less
- Customized tasks & exercises based on your goals
- Flat fee, no hidden costs
MENTORSHIP PLAN
$650.00 / month
Accelerate Your Growth with Top-Tier Mentors Elevate your career and achieve success with the best in the business
- Up to 8 calls per month
- Unlimited Q&A via chat
- Expect responses in 6 hours or less
- Customized tasks & exercises based on your goals
- Priority access to mentor's network and resources
- Flat fee, no hidden costs
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Introduction Call
If you're seeking guidance from a mentor but uncertain about the process, this is for you. In an informal introductory call, a mentor will introduce themselves, provide a platform tour, explain how our mentorship program operates, and discuss how they can initiate a mentorship with you. This session is ideal if you desire a long-term mentor but need assistance in understanding how it all works or if you have identified a particular mentor and want to familiarize yourself with them beforehand.
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Resume / CV Review
It's vital to have a well-crafted resume when job hunting, as it can ease your search. Even if you're not currently seeking a new role, having an updated CV that highlights your experience to prospective employers is always beneficial. During this session, a mentor with hiring expertise will evaluate your resume and provide practical suggestions for enhancing it. You can make these modifications immediately and observe the results in real-time, ultimately resulting in an exceptional resume.
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Career Strategy
Occasionally, a well-planned strategy is necessary to achieve a career transition or advance in your present position. You might be contemplating enrolling in further education, pursuing a new job, acquiring new skills independently, or exploring freelancing options.A mentor can provide an external perspective that might be beneficial. They comprehend the complexities associated with career transitions and can assist you in creating a comprehensive plan to achieve your objectives.
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Interview Preparation
Do you have some significant interviews on the horizon? In this one-hour session, a mentor with hiring expertise will act as a technical interviewer and pose typical interview questions that you might encounter in future interviews and assess your responses. Following this, you will receive constructive feedback on areas you need to improve, such as your knowledge, interview demeanour, and other factors that may influence future hiring decisions.
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Expert Career Consultation
This mentoring package is designed to provide guidance and support to individuals seeking to build a successful career in the banking and finance industry. The package includes an hour one-on-one consultation with an expert mentor who has extensive experience in the industry and can provide valuable insights and advice.
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Financial Derivatives Basic/Intermediate
What are financial derivatives? How do financial derivatives work? How can financial derivatives be used to hedge risk? How can financial derivatives be used to speculate on market movements? Take-home work: Complete a practice problem on option pricing
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Financial Derivatives Advanced
Multi Leg Option Structures How to use them and why Greeks Common mistakes Worked trade example. Exotic Options How to use them and why Greeks Common mistakes Worked trade example. Structured products How to use them and why Greeks Common mistakes Worked trade example. Risk management Take-home work: Complete a practice problem to implement each derivative type
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Portfolio Optimisation
o What is portfolio optimisation? o How does portfolio optimization work? o What are the benefits of portfolio optimization? o Different optimisation approach’s pro’s and con’s o Take-home work: Complete a practice problem on portfolio optimization.
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Portfolio Construction: Asset Allocation
o What is asset allocation? o Why is asset allocation important? o What are the different asset classes? o How to allocate assets? o Take-home work: Complete a practice problem on asset allocation.
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Pitch Training
Pitch Training: How to pitch a financial product or service Developing a strong pitch Delivering a pitch effectively Answering questions