Tom McFarlane

Portfolio Implementation Manager @Schroders

London, GB

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Feb 2022 — Present

Portfolio Implementation Manager @Schroders

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London, GB

Portfolio construction, implementation and management of segregated client portfolios and multi-asset funds.

EDUCATION

N/A

Colchester Royal Grammar School

A-Levels: Economics, Mathematics, History, English Literature, General Studies

N/A

The University of Sheffield

Economics

SKILLS

BloombergResearchEvent ManagementFinancial ModelingProject ManagementCustomer ServiceForeign Exchange (Fx) TradingStataTrading SystemsLeadershipClient ServicesTradingInvestment BankingTrainingAsset AllocationTeamworkBankingMutual FundsFiduciary ManagementAsset ManagementMathematicsStructured FinancePension FundsCssHtmlPortfolio ManagementEquitiesEconomicsCommunicationTrading StrategiesInterest Rate DerivativesCollateral ManagementPowerpointEtfsMicrosoft ExcelEquity DerivativesDerivative OperationsOperationsFixed IncomeInvestments

ABOUT TOM MCFARLANE

Multi-asset portfolio implementation manager covering all aspects of portfolio management including research, strategy, asset allocation, cost and liquidity analysis, trade execution, transition management, hedging (FX, rates) and portfolio risk/attribution/performance analysis.CFA Charterholder having passed all three exams at first attempt.SMCR certified.

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