Jamie Young
Senior Analyst - Wealth Management Research @Forsyth Barr Limited
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WORK HISTORY
Senior Analyst - Wealth Management Research @Forsyth Barr Limited
Nelson, NZ
Forsyth Barr is a fully staff and NZ-owned NZX firm providing a full range of investment and wealth management services including portfolio management, investment advice, sharebroking, research, investment banking, cash management, investment funds and KiwiSaver. Founded in 1936, Forsyth Barr has offices across New Zealand, visit forsythbarr.co.nz/about for more information.As part of the Wealth Management Research team I will be helping provide a suite of high quality investment solutions for the great team of advisers located around New Zealand. Covering asset allocation and portfolio construction for both retail wealth management services and wholesale/institutional clients.
EDUCATION
CFA Institute
Chartered Financial Analyst
University of Oxford
MMATH, Mathematics
SKILLS
ABOUT JAMIE YOUNG
I love investing—not the hyped-up, fast-paced trading seen on CNBC, but the challenge of finding and being patient with great long-term opportunities. Not every investment pans out, but that\'s the same with all things in life. Born and raised in Yorkshire, England, I have a down-to-earth, straightforward approach to life and work. I\'m allergic to flowery marketing hype and prefer to get straight to the point, both in conversation and in action.My academic journey took me to Oxford University, where I had the privilege of studying Mathematics for four transformative years. Immersed in the vibrant culture of an incredible city, I not only honed my analytical skills but also forged lifelong friendships.A love for wine led me to New Zealand, where I spent a brief but enriching period as a winemaker. However, my true calling brought me back to finance, where I found the mental stimulation, rigorous analysis, and number crunching that I thrive on.I am now seeking my next challenge and the right team to join me on my ongoing investing journey. Whether it’s discussing market trends, mountain biking trails, or anything in between, I’m always open to connecting with like-minded individuals.Professional SkillsFinancial Analysis | Portfolio Management | Asset Allocation | Fund Manager Research | Strategic Planning | Governance | Expert Excel | Product Development & Launch | Investment Consulting
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