Thomas works alongside a Senior Investment Associate to manage a portfolio of clients. This includes client funding allocations as well as portfolio performance and compliance monitoring. He also works closely with the credit risk team to ensure client compliance with credit limits. In addition, he works with the Chief Marketing, Investor Relations and People Officer on marketing and investor relations activity, including managing our portfolio of current and prospective investors, investor reporting and outreach.
Thomas has over 5 years’ experience within the Finance industry, having worked for a financial services firm in both the analytics, and the marketing and business development teams before joining Advance Global Capital. His experience covers portfolio management, business development and investor relations.
Graduating with a BA Honours degree in Ancient History & Archaeology, Thomas went on to obtain a Graduate Diploma in Law before working for a brief period in the legal sector.