Gabriel Pretty
Placement Analyst @Heptagon Capital
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WORK HISTORY
Placement Analyst @Heptagon Capital
Heptagon Capital is a specialist asset manager providing differentiated investment solutions to institutional investors, family offices, and UHNW clients across public and private markets- I am responsible for client services, performance analysis, monthly reporting to clients, and completing client requests for proposals, while also supporting the Sales Team in raising capital for the firm’s product offering- I sit on the Investment Desk, working closely with the Investment Team. On a daily basis, I conduct portfolio reconciliations and send the CIO performance reports for discretionary client portfolios. I also assist with the preparation of monthly FCA reports and the production of bespoke client reporting materials. Additionally, I conduct performance and exposure analyses to support the creation of tailored presentation decks and undertake a range of ad hoc analytical and operational tasks to support portfolio oversight and client communications.
EDUCATION
University of Exeter
Bachelor's degree, Economics and Finance
Claremont Fan Court School
11 GCSE's: Grades 9-7 (including further mathematics - 8)
Gordon's School
A level
ABOUT GABRIEL PRETTY
3rd year Economics and Finance Student at the University of Exeter | Heptagon Capital IP…
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