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Nick Mason

Nick Mason

Portfolio Manager Global Equities

Accounting / Finance

London, Greater London

Social


Services offered

A highly motivated fund manager with a proven track record of adding value in an investment team and supporting client needs. An ability to create alpha through top-down macro positioning, bottom-up stock selection, and a focus on risk-adjusted returns. A wealth of experience with macroeconomic research, financial analysis, valuation methods, and ESG risk assessment. A strength in building relationships, collaborating cross functionally, and delivering successful client outcomes.  

Approximate rate: £ 350 per hour

Experience

Portfolio Manager & Senior Analyst – Invesco – International Equities and Emerging Markets 2006 – 2022

  • Implemented structured processes for multiple fund strategies. Combined bottom-up fundamental equity analysis, top-down macro research, and ESG integration in constructing diversified portfolios. 
  • Identified key themes and carried out research across all sectors. Composed investment cases including thorough financial analysis and detailed consideration of ESG factors.
  • Held client-facing responsibilities with retail and institutional clients. Delivered insightful market commentary, fund reports and marketing material. Supported successful wins of new mandates.
  • Led meetings with portfolio companies at senior management and board level to review strategic and financial plans and promote ESG improvements that enhanced their investment profile.
  • As part of the Global Ideas Group, collaborated to generate market insight across investment teams and asset classes. Streamlined research budgets as part of the Global Research Committee. Peer reviewed Multi-Asset portfolios on currency, commodity, fixed income and equities positions. 
  • Managed analysts and interns to develop their talents and promote strong teamwork. 

Education

University of Edinburgh 

M.Sc. (by Research) in Social and Political Studies  

 

Massachusetts Institute of Technology (MIT)  

B.Sc. in Political Science with a minor in Economics 

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