Tahia Tahmin | Fund Analyst | FE Fundinfo
Tahia joined the Research Team at FE Fundinfo in March 2023 as a Fund Analyst, where she is responsible for covering Emerging Markets and Asia Pacific equity funds on the FE Invest Approved List.
She graduated from the University of Portsmouth, achieving upper second-class honours in BSc Economics and Distinction in MSc Finance, finishing top of her class. She started her career at atomos (re-branded from Sanlam) as a Fund Operations Associate and worked with the various investment teams in providing operational support. After 16 months with her team, the company recognised her strong analytical skills and her manager highly recommended her for an internal role as an Investment Support Analyst in the Wealth Multi Asset team, which she was accepted for. She worked alongside three experienced Portfolio Managers to support and assist with managing a range of risk-graded model portfolios for a variety of client types. She successfully identified where improvements could be made to the investment processes, many of which were widely acknowledged for by senior management in the business. After working in the role for 2 years and 10 months, she was promoted to Investment Analyst to co-manage the solutions with the Portfolio Managers and was responsible for idea generation and fund research.
She has completed the Investment Management Certificate, CFA Institute Certificate in ESG Investing, and studying towards the CFA Level I program. Tahia is enthusiastic and remains passionate about investing, she strives to work hard and build a successful career in the Investment Management Industry.
Saloni Chugh | Senior Business Analyst | Fidelity investments
I commenced my professional journey with Fidelity Investments (FIL) in the year 2011 as a Graduate programmer with their Gurgaon, India office.
I was a campus hire, an engineering graduate in Information technology from Amity University, Lucknow, India. I started in the trading support role and moved to development role whilst still being in support. In 2018, I started looking to move to Business Analyst role and was offered an internal move to FIL UK.
In my current role I am a project manager and product owner, managing a global team of developers, testers and stakeholders across UK, Dalian, Ireland and India.
I hold the BCS International Diploma in Business Analysis that I pursued after moving to the UK. I was selected for a 13-month, Level 7 Imperial College and Corndel Executive Development Programme that I am currently enrolled in. The program focuses on developing strategic leadership capabilities, emotional intelligence and empathy and how to be a better leader.
Rachel Malik | Investment Counsellor | Citi
In 2018 I joined Citi Private Bank's graduate program, where I did four six-month rotations around the business.
After completing the program I found a permanent role in the UK Investment Counsellor team. Within 5 months I began taking on my own book of clients and after just over 1 year I began to cover a second region, Israel. In my role, I advise across all asset classes in both public and private markets. Within two and a half years I have worked my way up from Analyst to Vice President .
Prior to joining Citi I attended the University of Birmingham for my undergraduate degree. As an undergraduate I was the recipient of four international scholarships, which enabled me to study in Singapore and China, as well as attend a Social Entrepreneurship and Social Change programme in India and present my independent research on Refugee Movement in times of Crisis, at the University of Auckland in New Zealand. After completing my undergraduate degree I received another scholarship to study a Masters in World Economics and Chinese Studies at Beijing University in China.
My first introduction to banking was at 17, when I was selected to participate in the Social Mobility Foundation's Aspiring Professional Programme that was ran in partnership with J.P. Morgan. To this day I am extremely grateful for this opportunity as it opened so many doors for me.
Monica Gupta | Vice President, Fixed Income and Currencies Trader and Portfolio Manager | Goldman Sachs Asset Management
At school, I loved Mathematics.
I did not want to be deterred from studying a traditionally male stereotyped degree. And so, I decided to follow my passion of studying Maths. When it came to applying for jobs, I wanted a path that combined quantitative skills and interaction with people. Asset management seemed like a potentially good fit. I was lucky enough to intern in Goldman Sachs Asset Management’s (GSAM) Fixed Income department whilst at University. As a naturally introverted first generation immigrant from a state school, I wasn't sure if the general world of Finance was for me. But, I was pleasantly surprised at how all types of diversity, including personality diversity, were relished in the world of Finance. I have now worked in the same department for 5 years and loved every minute. I spent my first year supporting our multi-sector portfolios, followed by emerging market debt portfolios and now I am a trader and junior portfolio manager. Furthermore, I have helped drive a number of Environmental, Social and Governance (ESG) initiatives. I was also recently promoted to Vice President. I feel incredibly lucky to work with such inspiring and motivated people who I have learnt so much from, both personally and professionally.
In addition to my day job, I aim to promote gender, racial and class equality through multiple mentoring and volunteering opportunities. This includes volunteering with non-profit organisation Women in Banking and Finance (WIBF) and volunteering to support female state school students.
Lisa Kirchner | Associate | Dyal Capital
Lisa Kirchner is a member of Dyal Capital’s Business Services Platform since 2020.
She supports and provides advise to the Dyal Portfolio with regards to creating and enforcing a diversity, equity and inclusion (DEI) strategy at the GP- and Portfolio Company-level. Her area of focus includes DEI data, specifically how to leverage and create meaningful analysis of the data in order to strengthen a firm’s DEI-decision making processes. Additionally, Lisa supports the research and improvement of local programs supporting previously incarcerated non-violent individuals to ease their access to returning to a life with full time employment and away from crime. Previously, Lisa worked as an investment banking analyst at HSBC in London, where she sat in the Financial Sponsor group.
Lisa grew up in Germany, and has since lived in Israel, Singapore, the United States and the United Kingdom. She graduated from WHU – Otto Beisheim School of Management in 2017 with a BSc. in International Management. Lisa also completed a summer programme at Columbia University in New York City.
Danielle Magni | Vice President, Nordic Sales | Morgan Stanley Investment Management
Danielle Magni is a Vice President in the Nordic Sales Team at Morgan Stanley Investment Management, with a focus on Swedish institutional and intermediary clients.
Prior to her current role, Danielle worked as an Associate within Debt Capital Markets at NatWest Markets, working with Financial Institutions in the Nordics and Netherlands. Danielle started her career as a Sales & Trading Summer Analyst at Morgan Stanley within the Fixed Income Division.
Danielle is a member of KvinnoKapital, a Women in Asset Management Non-Profit Network in the Nordics. Danielle received a BA (Hons) in French & Spanish from King’s College London and MSc in Management from Imperial College London.
Dani Burger | Anchor | Bloomberg
I never thought I’d end up in a career in finance.
At an early age, I thought I was bad at math, bad at anything that touched numbers. I even failed my second grade stock market investing simulation game. That world wasn’t for me.
But journalism was – I loved uncovering and telling stories that mattered. I studied media at the University of Virginia, and interned at MSNBC’s Morning Joe.
It wasn't until I interned at Bloomberg that I learned the powerful impact of financial data. Data tell a story and unveil a truth about the world that most people overlook. There's beauty in the numbers that I wish I had understood at a younger age. It's what drives me now: making up for lost time, and making sure no one else losses out.
After reporting on markets, hedge funds and investment strategies for Bloomberg News, I moved to Bloomberg TV. First as a markets correspondent. Now I host our morning program “Daybreak Europe” along with regular appearances throughout European and U.S. programming.
I still cover market moving news and interviews leaders in asset management, private capital, policymakers, and corporate executives. High profile interviews include ECB council members and CEOs at Europe's largest companies such as Deutsche Bank, HSBC, Unilever, Heineken, Renault and more.
I’ve broken exclusive stories on multi-billion dollar funds and companies, and was recognized by the Society for Advancing Business Editing and Writing for the 2018 Larry Birger Young Business Journalist Award.
Chloe Barnard | Associate Director, Global Collaboration & International Connectivity | HSBC
Chloe is passionate about gender equality and plays a very active role in driving D&I.
She is the co-chair of HSBC Private Bank's UK Balance network, an employee network striving for gender equality. She also holds senior roles in HSBC's Global and EMEA D&I committees, driving all forms of diversity globally. Chloe has notably been responsible for leading multiple initiatives including an inaugural intersectionality event, co-running an annual mentoring programme, a coaching initiative with over 50 participants, and an inspirational speaker series profiling diverse career stories. Chloe also holds a lead role in HSBC's client gender strategy, supporting female entrepreneurs and women in wealth.
In her day job, Chloe works in a global strategic role focused on client collaboration between different parts of the bank and internationally. Prior to this, having originally joined on the graduate scheme she progressed rapidly to become the youngest Investment Counsellor in HSBC’s UK Private Bank, providing investment advice to wealthy individuals. During that time Chloe also became CFA qualified and completed her Wealth Management exams.
Chloe also mentors a number of junior women to support their development, and to encourage more women to consider a career in finance. She has been described as "having the natural strength of making a positive impact on people", "proactively inviting diverse perspectives and ways of contribution", and "empowering the team by giving everyone a chance to speak up."
Outside of work Chloe does a range of work in financial inclusion, supporting young people in building their financial wellbeing.
Anum Bandey | Controls Assurance Analyst | Aviva Investors
Anum Bandey is currently a Controls Assurance Analyst and is responsible for delivery of the internal controls report for institutional clients, as well as controls assurance for financial reporting purposes.
She is highly thought of in her role and delivers her work to an exceptional standard. She is agile and resilient and can pick up different types of work with ease.
In 2022 Anum was one of only two in the company to be selected to be a part of the new Diversity Project initiative, “Developing the Female Portfolio Managers of the Future Pathway Programme”, designed to create new pathways for women to enter investment roles and help grow female representation in investing.
Anum is an active Diversity & Inclusion champion within our company. She is part of the Gender Diversity workstream where she has internally published supported content and supported discussions, e.g. arranging and facilitating a panel discussing the menopause. She recently joined the Mental Health workstream as helping reduce the stigma around mental health resonates with her as an individual who suffers from anxiety. She is also part of our South Asian Professionals network, which encourages, supports and empowers individuals from a South Asian heritage.
Prior to joining the Asset Management industry, Anum was a professional swimmer who swam at the 2012 Olympic Games in London at the age of 15. Her experience as a professional swimmer helped her develop discipline, commitment, and the great work ethic she now brings to her role.
Anamaria Olaru | Relationship Manager | BlackRock
In my current role as Relationship Manager at BlackRock I am responsible for partnering with clients across Northern Europe to ensure they take full advantage of Aladdin's continuously evolving suite of analytics, applications and financial technology.
I am also the co-lead of the Women's Initiative Network (WIN) 'Art of the Ask' Programme and a key contributor to our firm's DEI efforts. My commitment to my clients is equally matched by my dedication to my peers and my ambition of making the financial sector a truly inclusive space.
Prior to my current role, I have completed the graduate scheme within the Aladdin Business, advising clients in all facets of the investment life-cycle, including risk analytics and portfolio management.
Originally from Romania, I moved to London to pursue a degree in Business Studies at Bayes Business School (formally Cass). I worked at Morgan Stanley during my placement year, within their HR department and completed a summer internship with BlackRock before starting my full time career.
Since my time at university I knew that my mission is to give back to the communities I operate in. I was a student representative for my year and acted as president of 3 different societies. I also worked for the 'Widening Participation' scheme, aiming to attract pupils from under privileged backgrounds to higher education. I am grateful that I have the chance to continue my work while having a demanding full time job.