About
Skills
Investment Management
Experienced managing portfolios across a variety of single-asset and multi-asset strategies, managing risk and return within agreed parameters
Financial Analysis
Use of Excel and VBA to model projected business/project requirements and performance, or perform DCF modelling. Automating analysis with user-defined macros and functions
Data Analysis
Visualising and analysing data from a variety of sources, performing exploratory data analysis, using Machine Learning to better understand the relationships between data and make predictions
Relationship Management
Managing relationships with stakeholders with differing needs and backgrounds. Years of experience working with ultra high net worth and corporate clients, using my expertise to build a long term relationship based on trust
Trading
Trading across all asset classes including SPY option trades, FX derivatives, and all world equity and bonds including China, Latam and Russia Fixed Income. Experienced achieving best execution in difficult conditions such as March 2020
Software development
Experienced in building applications in a variety of languages, mainly; Python, Javascript, C, and Java.
Resume
Summary
Kyle Farrugia
Results-driven Investment Manager with a strong background constructing and managing multi-asset portfolios aligned with risk profiles and strategy needs, and improving internal processes. Expertise in risk management, researching securities using Bloomberg and other sources, managing day to day client flows across a variety of portfolios and strategies. QCF level 7 qualified to manage investment portfolios in the UK through CFA and IMC.
- London, United Kingdom
Education
Chartered Financial Analyst
February 2023
CFA Institute
Software Engineering Bootcamp
February 2023
University of Nottingham - HyperionDev
Investment Management Certificate (IMC)
2022
CFA Society UK
Qualified to advise and manage investment portfolios for UK investors.
Professional Banker Diploma
2017
Chartered Banker Institute
Bsc.(Hons) Psychology
2013 - 2015
Open University
Modules taken include Health sciences and Psychology, with an emphasis on statistics and research design, as well as applications to contemporary health issues. 145 credits completed.
Certificate in Mortgage advice and practice (Cert CII MP)
2013
Chartered Insurance Institute
Qualified to provide advice for UK regulated mortgages
Professional Experience
Assistant Relationship Manager
2018 - 2021
Julius Baer Int'l Ltd, London
- Took ownership of day-to-day portfolio management duties on a GBP 700 million book of 35 ultra high net worth and corporate relationships, generating over GBP 7mm in annual revenues across a 3 person team
- Constructed single and multi-asset portfolios, incorporating risk profiles and specific strategy needs/restrictions based on extensive market research. Monitored portfolios daily for emerging risks and opportunities, arranging rebalancing trades or other actions as necessary to maintain target exposures, working with traders to manage the implementation of large trades
- Managed regular portfolio reporting and performance attribution, reviewing attribution regularly and during client reviews to ensure strategy continues to be suitable, where appropriate discussing alternative strategies with clients and managing any strategy transitions
- Acted as a subject matter expert for trading and portfolio issues, handling escalations from junior colleagues and taking ownership to resolve issues as soon as possible, particularly for trades where best execution is a concern. I was one of 5 staff members in the office throughout the pandemic to provide support on such issues to WFH colleagues
Analyst
2016 - 2018
Barclays Bank plc.
- Supported Private bank teams in their day to day duties, provided personalized service, handled portfolio queries, executed trades, and identified opportunities for relationship expansion across private client, intermediary and corporate relationships including small pension funds
- Prepared relevant paperwork for all meetings, creating custom pitches and analyses in Microsoft Office, and coordinating all paperwork and internal processes to open around 3 new accounts per week
- Recognized as a top apprentice in my cohort for completing all apprenticeship exams in half the required time, while receiving an outstanding rating for exceptional support and coaching of fellow apprentices
Mortgage Advisor
2015 - 2018
Royal Bank of Scotland plc.
- Provided advice on 7 regulated residential mortgages and facilitated 3 buy-to-let mortgages per week, ensuring clients are getting a mortgage deal appropriate to their circumstances, and managing the end-to-end application process
- Conducted training sessions on the mortgage proposition for branch colleagues to improve referral rates and quality and proactively managed rolling-off mortgage deals
- Ensured all CPD was up to date to maintain FCA approve person status
Customer Service Representative
2012 - 2015
HSBC plc.
- Handled around 65 daily inbound customer inquiries, assisting with payments, internet banking, and lending applications, as well as identifying opportunities to cross-sell and expand the banks relationship
- Coached colleagues on product applications and tested new systems
- Recognized with awards for outstanding customer service, top 10 in center for sales in second year
- Selected to set up a new team within the bank to specially handle lending applications due to my high compliance and customer satisfaction scores