Founder and Chief Executive Officer – Prior to founding QuotedData in 2013, Edward spent over 10 years in investment banking with Cazenove (now JP Morgan Cazenove) and before that, Collins Stewart (now Canaccord Genuity). At Cazenove, Edward focused on Investment Trusts, working with the number-one Extel-rated team, and broadened his focus to Pan European equities, servicing a global investor base and raising over €1 billion for companies. Following his departure from investment banking, Edward set up an equity agency broker that was subsequently sold to SpareBank1Markets, part of the second biggest savings alliance in Norway. Edward also sits on the Marten & Co board.
Founder and Head of Investment Company Research – James started his career at M&G in 1984 where he wrote research on a wide variety of UK companies and managed a number of UK equity funds as well as M&G’s Fund of Investment Trusts. From 2001-2010 he managed Advance UK Trust PLC, a global fund of funds that promoted good corporate governance within the closed-end fund industry. James is a non-executive director of several companies. He writes articles on the closed-end fund industry for various publications, including a regular column in Citywire, and sits on the judging panel for the Investment Company of the Year Awards. James also sits on the Marten & Co board.
Senior Research Analyst and Head of Production – Matthew graduated in economics from the University of York in 1995 and, following a period working in the Insurance broking industry, gained his MSc in Finance from Cass Business School in 2000. Mathew has considerable experience analysing closed-end funds; first of all for Quantec Ltd., as part of his MSc studies, and then at Teather and Greenwood where Matthew produced daily statistics and weekly recommendations on investment trusts whilst providing analytical support to the rest of the business. In 2002 Matthew made the shift to writing sponsored research, initially at Hardman & Co and then at Edison from 2008, where the client base expanded from just two funds to over 50 during his tenure.
Equity Sales – David has over 30 years’ experience in the Investment Trust and Structured Investment sectors, working in research and sales roles for investment banks, such as CSFB and ABN AMRO as well as stockbrokers/distributors, such as Winterflood Securities and Meteor Asset Management. As an analyst David developed statistical reports which have been widely used in the analysis of split capital investment funds and structured investments. He has extensive experience in investment fund IPOs including the launch of the Polar Capital Global Healthcare Trust and the Henderson International Income Trust. More recently he has acted as a distributor of structured investments to both institutional managers and retail advisers.
Biotech/Healthcare Analyst – Equity research analyst, commentator and consultant in the biotech/pharma industry with 25 years of experience. Consultant on business, financing and IR strategies to biotech companies. Commentator on biotech/pharma industry affairs for EP Vantage and MedNous. Occasional presenter at industry/investor conferences.
Pan European Equity Analyst – Peter has more than twenty years’ experience in various positions within Investment Banking. After initially working as a management consultant he spent the early part of his career as an equity analyst, primarily with a focus on Danish equities. He has covered sectors including industrials, technology, transportation, support services and real estate. He then spent more than ten years on the buy side as a prop trader and investment manager responsible for European equity portfolios and Global equity mandates.
Equity Sales – Alistair has over 16 years’ experience in the Investment Trust and Wealth Management sectors, working in a variety of roles at both large and small firms. Alistair has acted as gatekeeper for one of the largest investment trust owners, Brewin Dolphin, where he stewarded circa £2bn of assets. Following this Alistair worked as an investment manager at the boutique investment management firm Rossie House.
Social Media Manager – Ella develops strategic campaigns across many social media platforms, optimising these platforms by finding and engaging with key influencers, as well as developing content strategies and reports on key performance indicators. For six years she worked at Lazard Asset Management as a Sales Support Executive in its Third Party Distribution Team, focusing on looking after clients, supporting the sales managers and promoting new products to a wide range of financial institutions.
Senior editor – Nicole is an editor of over 12 years’ experience, specialising in law and compliance. Originally a journalist and subsequently a legal compliance editor for Wolters Kluwer, she has also been editor for, amongst others, Legal & General, three Magic Circle law firms, Chambers & Partners and the CIPD.
She is a consultant with the London Centre of International Law Practice, and an examiner at Linklaters LLP.
Executive Assistant and Investor Relations – Kandy is an experienced investment banking professional who has provided trading floor support for Merrill Lynch and RBS, amongst other leading institutions. Most recently, she has worked in a family office environment in an administrative and office management function.
We have three researchers in CRM and email distribution, two in social media, one in SEO but also a team of highly specialist and qualified contractors helping with other areas. The head count including contractors, part time and temporary staff has grown from 2 to 35 people since 2012.
We try to create a healthy environment of intellectual thought, debate and enjoyment.
We are open-minded to all backgrounds and disabilities.
We encourage all our staff to work for a client or supplier once in a while and participate in continuous training.
We are actively hiring analysts in all sectors, especially as investment bank models of research, which is paid for by trading commissions, move to unbundled commissioned research. We are set up to take advantage of this structural move. Initially we would like to focus on financials, property, biotech, oil & gas, mining, consumer and technology. However, we are open-minded to this development, depending on quality of the person or team. We want the best, however if this quality is not available we’ll train up new talent.
We are also hiring equity salespersons with investment trust, mining, financial and property specialisms.
We select talent from top universities who can bring unique skills to our business.
Typically we hire administrators, lawyers, accountants, actuaries, equity analysts, investor relations, financial modellers and equity/research sales personnel.