NICHOLAS NECKLES, CFA
Christ Church
Summary
Confident and driven individual with a combination of personality and extensive sports training. Experience in promoting swimming through volunteer work has equipped with valuable public relations skills successfully applied in financial advising. Training for swim team relays has honed abilities and highlighted benefits of teamwork. Excelled in elite competitions while managing educational requirements, developing exceptional organizational and time-management skills over thirteen years. Proud representative of Barbados, competed in two World Championships, two Commonwealth Games, and three Olympic Games. Setting challenging goals has always been motivation, dedicated to achieving them. Educational pursuits honed analytical thinking abilities, enabling to dissect problems and propose innovative solutions. Completed rigorous Chartered Financial Analyst Program prepared for wide range of responsibilities in finance, showcasing expertise in investment management and research analysis.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Portfolio Manager
Sagicor Life Inc
03.2020 - Current
- Structures and assigns portfolios in accordance with documented investment strategy and guidelines
- Monitoring portfolio performance in order to ensure compliance with investment policy and established portfolio objectives
- Developing and maintaining relationships with investment advisors, brokers and other consultants, both locally and internationally
- Monitoring and mitigating against risks inherent in the assigned portfolio and making recommendations for changes to investment strategy/asset allocation based on this review
- Preparation and review of comprehensive investment proposals for submission to investment committees and senior management
- Continuously monitoring and reviewing changes in the external environment which may adversely impact on the portfolio(s)
- Assist in the selection and evaluation of fund managers, making recommendations for retention or change as applicable
- Prepare monthly and quarterly reports for distribution to senior management/clients in an informative, accurate and efficient manner
- Preparation of quarterly and annual Investment commentaries, performance presentations to client trustees locally and regionally
- Conducted regular portfolio reviews, ensuring optimal alignment with clients'' financial goals and risk tolerance levels.
- Participated actively in client meetings by presenting insightful findings that informed strategic decision-making processes.
- Assisted in maintaining strong relationships with key stakeholders such as brokers, fund managers, and custodians to facilitate smooth operations while minimizing counterparty risks.
- Supported clients during challenging market conditions by offering sound advice backed up by rigorous due diligence processes.
- Stayed current with industry developments through regular attendance at conferences, seminars, webinars, and other educational events.
- Maximized portfolio returns by conducting thorough research and analysis of investment opportunities.
- Enhanced team productivity by implementing project management tools that streamlined workflows and improved collaboration among team members.
- Collaborated with team members to develop customized investment solutions tailored to individual client needs and objectives.
- Developed strong relationships with clients through consistent communication and attentive service, resulting in increased assets under management.
- Supported the development of new business initiatives through active participation in sales meetings, presentations, and pitch sessions.
- Mentored junior analysts on industry best practices, investment concepts, and the importance of maintaining a disciplined approach to portfolio management.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Proved successful working within tight deadlines and a fast-paced environment.
- Passionate about learning and committed to continual improvement.
Fund Administrator/Broker
Sagicor Life Inc
01.2017 - 01.2018
Pension Plan Administrator
Sagicor Life Inc
01.2013 - 01.2017
Administrative Accountant
Barbados Olympic Association
12.2008 - 03.2013
Client Account Manager
Hunte & Co Law Chambers
10.2006 - 10.2008
Education
Bloomberg Market Concepts Certification -
Bloomberg Institute
Advanced Level Business -
Joseph Chamberlain College
Certificate in ESG Investing -
CFA Institute
01.2022
Chartered Retirement Planning Counselor -
College for Financial Planning
01.2020
ECSM Certification -
Eastern Caribbean Securities Regulatory Commission
01.2019
Licensed Broker -
Financial Services Commission
01.2018
Sensitivity Analysis and Financial Modeling Certificates -
Corporate Finance Institute
01.2017
CFA Program -
12.2016
Certificate of Participation Introduction to Data Science Course -
Cognitir
01.2016
Certificate in Life Underwriting -
U.W.I. School of continuing studies
01.2006
BA - Economics
Stirling University
Stirling, Scotland01.2004
Skills
- Investment strategy
- Portfolio Management
- Asset Allocation
- Fixed Income Analysis
- Technical Analysis
- Quantitative Analysis
- Fund Selection
- Equity research
- Environmental, Social, and Governance Investing
- Portfolio optimization
- Client Relations
- Financial Analysis
Accomplishments
- Three-time World Masters Gold Medalist and Masters World Record Holder.
- Three time Olympian (1996, 2000 & 2004).
- Barbados Male 'Swimmer of the Year' (1994 - 1998).
- Received the Young Persons Peoples' Athlete Choice Award (1995).
- Awarded Olympic Solidarity Swimming Scholarship (1997).
- 1st Runner up Sports Personality of the Year (2001).
- University of Stirling Sports Union Full Blue Colours Award for Swimming & Academics (2003).
Personal Information
- Date of Birth: 11/24/78
- Nationality: Barbadian
Hobbies and Interests
- Swimming since the age of twelve.
- Promoting the sport of kayaking in Barbados.
Referrals
- Steve R. Stoute, SCM, Garfield Sobers Sports Complex, Wildey St. Michael, 429-1998
- Angus Edghill, Edghill Associates LTD, Wildey St. Michael, 427-2941
Certification
- Chartered Financial Analyst (CFA) - CFA Institute.
- Certificate in ESG investing - CFA Institute, 2022.
- Chartered Retirement Planning Counselor - College for Financial Planning, 2020.
Timeline
Senior Portfolio Manager
Sagicor Life Inc
03.2020 - Current
Fund Administrator/Broker
Sagicor Life Inc
01.2017 - 01.2018
Pension Plan Administrator
Sagicor Life Inc
01.2013 - 01.2017
Administrative Accountant
Barbados Olympic Association
12.2008 - 03.2013
Client Account Manager
Hunte & Co Law Chambers
10.2006 - 10.2008
Advanced Level Business -
Joseph Chamberlain College
Certificate in ESG Investing -
CFA Institute
Chartered Retirement Planning Counselor -
College for Financial Planning
ECSM Certification -
Eastern Caribbean Securities Regulatory Commission
Licensed Broker -
Financial Services Commission
Sensitivity Analysis and Financial Modeling Certificates -
Corporate Finance Institute
CFA Program -
Certificate of Participation Introduction to Data Science Course -
Cognitir
Certificate in Life Underwriting -
U.W.I. School of continuing studies
BA - Economics
Stirling University
Bloomberg Market Concepts Certification -
Bloomberg Institute
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