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					                                                                            Mark Phillips
                                                     address: 24 Apex Close, Beckenham BR3 5TU
                                                                        telephone: 07932 328771
                                                           e-mail: mark@apexinvestmentguru.com
                                                           website: www.apexinvestmentguru.com

Professional profile
A highly intelligent, analytical and dedicated investment professional with an excellent feel for
financial markets, ability for financial modelling, quantitative research skills and advanced
programming skills garnered from 3 years working for a hedge fund, 3 years working as a
researcher, 15 years personal investing and study towards the CFA designation. Has a capacity for
integrative thought, stimulated by a uniquely diverse work experience, which, combined with
incisive analysis, enables astute investment insights. Possesses excellent interpersonal and
communication skills and the ability to develop and maintain mutually beneficial internal and
external relationships. Enjoys leading, motivating and being part of a productive team; equally
comfortable working on own initiative. Possesses exemplary planning skills and accustomed to
operating under considerable pressure, remaining calm and effective and prioritising wisely.

Objective
Now looking to build on quantitative research skills, equity analysis expertise and investment
management experience to work as an investment analyst

Key achievements
 Understood all areas of hedge fund management necessary for developing in-house software,
    including but not limited to macro research, company research, corporate actions, trading, risk
    management, quantitative analysis, fund performance analysis and client account valuation
   Closely collaborated with portfolio manager and took sole responsibility for creating a Client
    Management System from initiation to completion at Matterhorn and commended for work
   Managed portfolio of UK listed smallcaps, achieving +8.3%, 3 year annualised IRR to date,
    excluding dividends. Compares with annualised returns of -1.5% for FTSE Small Cap Index
   Gained a job at a hedge fund developing cutting edge portfolio and client management
    systems having learned PHP from self-teaching while working full time in an unrelated field
   Obtained an MSc with distinction specialising in quantitative research from the University of
    Surrey whilst working full time. Subsequently invited by Head of Sociology to join the
    department as a research fellow and lecturer on secondary analysis and statistical modelling
   Published as first-named author in Journal of Education and Aging for research into health
    behaviours while at the University of Surrey

Career History
2010-present        Continuing Education Events Producer, CFA UK Society, London
 Researching and analysing current investment themes to generate content for continuing
   education events targeted at CFA Charterholders
 Interviewing key industry professionals to gain insights into the most salient themes across the
   investment industry
 Arranging for leading investment professionals and academics to speak at Society events,
   such as James Montier, Howard Marks and Jim O’Neill
 Managing the development of a coherent continuing education framework for CFA UK

2006–2009           Senior Systems Associate, Matterhorn Investment Management, London
 Fully appreciated the working of a hedge fund and the financial markets necessary for the
  development of a hedge fund’s proprietary portfolio and client management systems
 Successfully undertook total responsibility for developing a fully functional client management
  system. Commended by management for a very successful outcome
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 Liaised and built great rapport with stakeholders, such as the portfolio manager, research staff
  and marketing staff during consultative software design and development meetings facilitating
  the development of software that was responsive to the users
 Analysed the strategic implications of any work, prioritised, planned, organised and
  implemented according to overall business strategy, maximising value added
 Developed and maintained portfolio management systems utilising a number of computer
  programming languages which included self-teaching of Java

2003–2006                                                      Logistics, City Sprint, London
 Organised the delivery of time critical packages, ensuring customer satisfaction through the
  provision of exceptional customer service

2003                             Marketing Manager, Express Airport Transfers, London
 In charge of developing and implementing marketing strategy to maximise growth and
  profitability.

2000-2003                            Senior Account Executive, Taylor Nelson Sofres, London
 Analysed and presented marketing data to brand managers and marketing departments at blue
  chip companies to aid strategic business decisions

1999-2000                                     Research Fellow, University of Surrey, Guildford
 Conducted statistical modelling and analysis of large datasets using SPSS
 Wrote in depth reports extending to over 50 pages for national health bodies in England and
  Scotland and subsequently presenting the findings to an audience
 Produced materials and lectured MSc students in Secondary Analysis and Statistical Modelling

Other Employment
1997 – 1999      Number 5 Project (Guildford) – Project worker at a night shelter for homeless
1996 – 1997      CBEVE (London) – Administrating educational grants
1993 – 1995      Eritrean Ministry of Education (Asmara, Eritrea) – Worked voluntarily writing
                 reports for capacity building in the educational sector and funding proposals;
                 taught English language courses to ex- guerrilla fighters

Education and qualifications
2010          CFA Level II Exam (all subjects over 70%, except ethics 50-70%) – CFA institute
2009          CFA Level I Exam (all subjects over 70%) – CFA institute
2006          Certified Internet Web Master (92%)
1999          MSc Social Research (Distinction) – University of Surrey
1993          Postgraduate Diploma in African Studies – University of Birmingham
1991          BSc Actuarial Science – CASS Business School

IT skills
PostgreSQL, PHP, XHTML, CSS, JavaScript, Ajax; Java, Swing, Spring, EJB, Wicket; Proficient
use of MS suite with advanced Excel, VBA and Access; SPSS; General Linux and Windows skills

Other details
Professional membership: CFA UK Society member
Investment: Active investment in UK equities for over 15 years; read and record salient financial
            stories on a daily basis; constantly studying financial literature to improve
            investment decision making; undertake personal analysis of available financial data
            to uncover investment opportunities including analysis and modelling of RNS flows,
            identification of “softer” indicators of sentiment, and financial statement analysis

References available on request
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posted:11/20/2011
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