Durham University

Commercial Finance Professional

Short to medium term trading of US and Australian single stocks, indices, currencies and commodities. Technical analysis with fundamental overlay. Mainly directional trades, some relative value pairs, occasional risk arbitrage.

Pareleon Capital

Founder & Director

Financial services company servicing the equipment finance needs of the small and medium enterprise market. Operations in the Middle East, West Africa and Indian Ocean. 

* Build out operating platform by growing assets under management, developing revenue streams across products and markets, defining and implementing the operating model
* Originate, appraise, structure and execute investment transactions. Manage investments post funding. Serve as Investment Committee member
* Identify prospective sources of investment capital, make pitches to potential investors, manage structuring and onboarding and lead ongoing management and reporting

Linklease

Operations Director

Freelance consultant providing subject matter expertise to clients seeking to understand and target the Commercial Banking market. Assignments conducted in the Middle East and UK.

* Worked with clients who have required support in the development, modelling and presentation of strategic investment proposals along with the creation of comprehensive business case documents
* Supported several clients who have required assistance in strategy implementation planning and generation of granular operating budgets
* On behalf of a Fintech client, defined their end to end SME lending process with a particular focus on credit underwriting including the development of credit decisioning scorecards

Freelance Consulting

Consultant

Central Bank regulated finance subsidiary of a regional investment bank parent company, lending into the small and medium enterprise market in the United Arab Emirates.

* Full Profit & Loss and Balance Sheet responsibility for a business with approximately AUD $300M of assets with a presence in all major cities, and leadership of 70 employees across sales, credit, operations, portfolio management and compliance
* Develop the business unit strategy and annual operating plan. Implement strategic initiatives and manage enabling project portfolio whilst maintaining regulatory compliance
* Deploy personal lending authority up to AUD $9M per client to profitably grow the loan portfolio within defined risk appetite, and serve as Chairman of Credit Committee

Gulf Finance Corporation

Chief Executive Officer - UAE

* Develop the company’s strategic intent and themes, financial plan and implementation roadmap through collaborative interaction with senior peers. Engage with the Board to gain their input and ultimate approval to the strategy
* Interface with the Investor Relations function of the parent company so as to effectively communicate key messages to equity investors. In conjunction with the CFO manage the annual review process with the company’s credit rating agency and collaborate in securing and optimising bank funding facilities
* Responsible for all credit sanctioning, risk management and collections activity. Wind-down the company’s lending exposure to the Dubai construction industry and rebalance the loan portfolio across industries, assets and borrowers

Managing Director of Strategy & Credit

UK Secured Lending business unit of a major Retail and Commercial bank, with a focus on near-prime second charge mortgage lending. Loan portfolio of approximately AUD $8Bn.

* Lead and manage the strategy & planning function including development and delivery of the overall strategic planning process for the business unit
* Manage the corporate development capability of the business unit including competitor analysis, due diligence, value case creation and preparation of information memoranda

Barclays

Head of Strategy & Planning, UK Secured Lending

Systemically important UK focused Retail and Commercial bank, with dominant market positions in lending and deposits.

* In consultation with the executive directors, set the strategic direction, plans and targets for the General Insurance business, securing support for these plans from key stakeholders, and communicate goals and intent up to Group Board level
* Generate quarterly financial forecasts, annual operating budgets and medium term plans for a business generating AUD $1Bn of annual premium income
* Member of the Capital Management Committee responsible for developing a robust capital management plan

Lloyds TSB

Head of Strategy & Planning, General Insurance

* Undertake customer and market analysis to provide insight and options for developing profitable growth strategies within the Corporate & Commercial Banking business unit
* Produce strategic briefing papers for senior stakeholders bringing actionable insight from extensive market monitoring and evaluation

Market Development Manager - Wholesale Banking

* Support and assist senior business leaders in evaluating, developing and implementing  a new operating model for the Commercial Banking business unit
* As directed, conduct targeted analysis on specific customer segments, referencing the competitive landscape and dynamics in order to identify opportunities and challenges to growth

Customer Segmentation & Strategy Manager

Placements in Commercial Banking, Investment Management and Corporate Banking.

Edward Allely