Richard Roberts Email
Chief Finance and Investments Officer @ Pool Re
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Richard Roberts Location
- United Kingdom
Richard Roberts Work
- Chief Finance and Investments Officer @ (April 2025 - Present)
- Co-Head EMEA and APAC Insurance BD @ (March 2023 - April 2025)
- Director of EMEA and APAC Insurance Solutions @ (June 2022 - April 2025)
- Investment Director - Global Insurance @ (August 2020 - June 2022)
- Head of Balance Sheet Investments @ (November 2015 - August 2020)
- Investment Analyst @ (December 2011 - November 2015)
- Investment Reporting Manager @ (April 2010 - December 2011)
- Investment Accountant @ (August 2007 - April 2010)
Richard Roberts Education
- CFA Institute
Chatered Financial Analyst (Candidate) (Investment Management)
2012-2014 - Chartered Institute for Securities and Investment
Certificate in Financial Derivatives (Investment Management)
2010-2010 - Association of Chartered Certified Accountants
ACCA (Chartered Accountancy)
2006-2008 - Association of Accounting Tecnicians
AAT
2003-2005 - Swindon College
A Level's (Accounts, Maths, Business Studies)
2000-2002 - Saint Josephs RC School
10 GCSE's
1995-2000
Richard Roberts Skills
- Investment Strategies
- Institutional Investments
- Investments
- Derivatives
- FX Derivatives
- Equity Derivatives
- Interest Rate Derivatives
- Asset Management
- Accounting
- Investment Management
- Asset Allocation
- Fixed Income
- Reporting & Analysis
- Secretarial Skills
- Securities
- Performance Attribution
- Mandates
- Microsoft Excel
- Access Database
- Visual Basic
- Style Research
- Asset Manager Selection
- Asset Manager Oversight
- Asset / Liability Management
- Bloomberg Terminal
- Liability Management
- Reporting And Analysis
- Portfolio Management
- Financial Modeling
- Business Analysis
- Editing
- Asset
- Customer Service
- Management
- Analysis
Richard Roberts Summary
- Richard Roberts, based in United Kingdom, is currently a Chief Finance and Investments Officer at Pool Re. Richard Roberts brings experience from previous roles at AllianceBernstein, abrdn and Zurich Insurance Company Ltd. Richard Roberts holds a 2012 - 2014 Chatered Financial Analyst (Candidate) in Investment Management @ CFA Institute. With a robust skill set that includes Investment Strategies, Institutional Investments, Investments, Derivatives, FX Derivatives and more. Richard Roberts has 1 emails on RocketReach.
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