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Philip Pullicino

Philip Pullicino

Investment Manager

Accounting / Finance

Bristol, Bristol

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About Philip Pullicino:

I am graduating in Biological Sciences at Durham University this Summer. Since pursuing work experience in Investment Management, I have realised my passion for helping clients achieve their financial goals.

Experience

I completed an Investment Management internship and Investec Wealth & Investment in Exeter last Summer. this involved shadowing an Investment Director and learning about their day-to-day tasks and their wider role in the industry. I learnt about investment markets, portfolio construction, tax efficiency, and maintaining professional connections. I reviewed investment portfolio positioning compared to the centralised Investec research recommendations. I analysed portfolio positioning in spreadsheets and reviewed their performance. I constructed a pension income modelling spreadsheet. I completed due diligence work on investment funds.

Education

BSc Biological Sciences degree from Durham University

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