Before joining Rathbones as part of the combination with Investec Wealth & Investment (UK), I gained experience working in a client facing role at Hargreaves Lansdown. Prior to HL I was studying towards and attained an Honours degree in Economics from the Bristol Business School, The University of the West of England. Currently I am working towards the completion of the Chartered institute of Securities and Investments (CISI) Investment Advice Diploma, which will better allow me to support clients and colleagues.

As an associate investment manager, I support the senior investment directors with day-to-day activities such as portfolio management, preparing reports and general client queries.

I assist with discretionary portfolio management on behalf of a broad range of clients including charities, pension funds, trusts and individuals.

I like gardening and enjoy spending time with my young son and friends.

I welcome clients to the office, assist with phone calls and queries and problem solve as and when office related issues arise. In addition I carry out administrative duties within a team and am a key point of contact for the office.

I currently have analyst responsibilities for listed private equity trusts, UK equity funds, Japanese equity funds, sector funds and ETFs. It is my job to identify the products in these areas which have the greatest likelihood of generating outperformance for our clients. We assess the merits of each product against our APPROVED framework which ensures the products have the size, investment philosophy, process, risk management, ESG integration, fee profile and talent to deliver alpha. The assessment involves regularly meeting fund managers and reading and producing research reports. Every investment rationale is critiqued and challenged by every analyst in the team thus ensuring decisions benefit from the whole team's knowledge and experience.

I look after investment portfolios for a range of private clients, trusts, charities and personal pension schemes. My management responsibilities include being a member of the Sheffield office's Management Committee and chairing our sales and marketing committee.

I am responsible for directing the firm's tactical asset allocation within client portfolios. I chair the Asset Allocation Committee as well as sitting on the Global Investment Strategy Group. A key part of my job is to communicate our investment strategy to both investment managers and clients. This is most widely seen in the Weekly Digest and Monthly Commentary products. I also undertake marketing trips around the country, although these are becoming more virtual in their nature. I make regular media appearances to comment on markets.

As an associate Investment Manager, I work alongside a team of Investment Managers to ensure our clients' needs continue to be fulfilled by our services, all while picking up valuable skills and traits which I can carry into my career. The client is at the heart of the work we do and my role is to support the team in making the client's experience one of great value. We offer our clients bespoke solutions, tailored to meet their unique goals and it is my job to help the team in delivering this.

I joined the company in 2015. I am the Office Support Lead and also provide administrative support to a Senior Investment Director. I am also involved in the firm's wider investment processes through sitting on the firm's Settlement Committee and Administration Forum.