London, United Kingdom
Robert Potts
My nationality:
United Kingdom
Gender:
Male
Date of Birth:
June 21,1990
Work Experience:
<1 year
¬¬¬¬¬¬¬¬¬ROBERT POTTS
41/8 SCOTLAND STREET • EDINBURGH • EH3 6PY
(M) +447570983889 • (E)ROBERTJAMESPOTTS@GMAIL.COM • 罗丕达
EDUCATION
University of Edinburgh, MA (Hons) 2008-12
Economics and Geography – 1st Class Predicted
4th Year Modules: Economics of Financial Markets, Monetary Theory, Macrogeomophology.
Dissertation: New approaches to pricing Fine Wine using Liv-Ex Market prices.
University of Hong Kong 2010-11
Competitively selected for international exchange programme
3rd Year Modules: Econometrics, Advanced Topics in Macroeconomics (Forex), Public Finance, China: Environment and Sustainability, Rural Development (field course), Statistics and Cantonese.
Beijing Language and Culture University Aug 2011
1 Month Intensive Mandarin Classes
Intermediate level, know approximately 200 characters, this year working towards HSK level 3 exam.
Trinity School, UK 2000-08
A-level/AS-level/ GCSE
Geography A, Music B, Chemistry B/ Geography A, Music A, Chemistry A, Maths C / 5A*s 5As.
WORK EXPERIENCE
Financial Partners, Hong Kong Jul 2011
Internship, Private Wealth Management
• Prospecting clients, cold calling.
• Shadowing meetings with Senior Advisors, Clients and Fund Managers.
• Marketing offshore pension seminar and updating product prospectus.
Berry Brothers and Rudd, Hong Kong Aug 2010
Internship, Fine Wine Sales Desk
• Carried out valuations of clients’ cellar stock using live market prices.
• Prepared presentation “Worlds next top wines – for investment” for MD.
• Aided tastings to restaurant staff and in the fine wine education centre - completed advanced level 3 WSET qualification with distinction.
Investment Experience Jul/Aug 2010
• Spent 2 days observing in PWM and on the FICC and Equity trading floor of BofA ML, London.
• Actively manage a portfolio of UK Equities (£3K) in partnership and of Hong Kong Fixed Income (£5K).
EXTRA CURRICULAR
Edinburgh University Trading and Investment Club 2008-12
Head of Sectors Research (2011/12), Consumer Sector Head (2009/10)
• Sit on investment panel (£30K AUM) supervising TMT, Financial and Basic Material sectors.
• Manage and proofread all investment pitches, submitted to the investment panel.
• Invested £2K of student fund in consumer sector London equities, winning best sector (+30%).
Wine, RAF Cadets
• Secretary of Edinburgh Wine Society, regularly give tastings and Vice-Captain of the blind wine tasting competition team.
• Flown 2 aircraft solo, Senior Cadet, Drill Sgt, coordinated all weekly activities on camps and competitions.
Music, Sport, Outdoor Pursuits
• ABRSM grade 8 Piano and Singing (Counter-tenor), grade 4 Bassoon and jazz guitarist, performing on TV, radio, in top concert halls and on 10 international and national tours.
• University 3rd team hockey, school 1st team hockey representing in 6 other sports.
• Gold Duke of Edinburgh team leader, advanced and qualified scuba diver and kayaker.
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