Stuart O.

Fund manager
Happy to mentor
Happy to be contacted

About me

Stuart O.
History
History
Undergraduate
Alcuin
1990
United Kingdom

My employment

Fund manager
United Kingdom
Finance and consultancy
1990

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A day in the life of a Fund manager in the United Kingdom

How I found out about the job

Employer's website

The recruitment process

The process was an application form then three interview rounds.

Where I hope to be in 5 years

Progression to running one's own investment business.

My advice to students considering work

There is a tremendous range of related literature outlining investment approaches, market experience, economic cycles that can 'back-fill' experience. As a start, try reading books by Peter Bernstein, Burton Malkiel, Niall Ferguson, Nassim Taleb, Jack Schwager, Gillian Tett and the essays of Warren Buffett. They're all very entertaining as well as being useful.

My advice about working in my industry

I applied shortly after graduation. I was selected from an application letter and one interview. They were impressed by the fact that I was numerate but I did not need the qualifications I had for this position.

Degree skills:
Nothing specific really stands out. I found that my degree has had very little relevance to the world of work if I am honest.

Extracurricular skills:
I worked in a supermarket throughout my time at York. I found this beneficial as I already knew how to work as part of a team and relate to colleagues.

What I do

I have responsibility for managing portfolios of shares on behalf of pension funds, endowments, charities or private investors.

This can involve economic, political, market and company analysis.

Skills I use and how I developed them



Extracurricular skills:
Quantitative skills related to economic trends, company financial analysis and portfolio construction. Developed largely "on-the-job" but that's probably outdated nowadays and needs to be more developed prior to employment.

Judgement skills related to assessing company management and stock-broker marketing pitches. This develops mostly through experience but can be helped by study of economic and market history.

What I like most

I enjoy the combination of quantitative and qualitative analysis and interacting with bright, knowledgeable and amusing people.
Access to influential people and engagement with newsworthy events as well as the opportunity to travel.

What I like least

The thing I like least is the pressure to deliver investment performance in unreasonably short time periods.

Next steps...

If you like the look of Stuart’s profile, the next steps are down to you! You can send Stuart a message to find out more about their career journey.

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