What we offer
Senior Investment Professional
Senior Investment Professional
Senior Investment Professional
A senior investment professional with over 25 years’ experience in the capital markets, asset & wealth management and consumer industries. Engages credibly at CEO, CFO, and executive management levels in major multinationals to review business strategy and performance.
Analysis & Valuation
Senior Investment Professional
Senior Investment Professional
With the proven ability to critically assess, distil and articulate the value drivers of businesses across multiple sectors. Excellent financial analysis, modelling, and valuation skills to support significant investment decisions.
Innovation and Leadership
Senior Investment Professional
Innovation and Leadership
Successful track record of driving innovation through ESG integration into the investment process, and of leading high-performing teams.
AboUT JONATHAN COOK
Experienced Investment Analyst
Jonathan Cook has over 25 years of experience in the investment and consumer industries.
Most recently he was the Deputy Head of Equity Research and Senior Equity Analyst covering the consumer sector at Citi Investment Management, Citigroup’s $80bn in-house fund manager for the Wealth channel. He moved there after a long period as the global consumer staples buyside analyst at State Street Global Advisors / G.E. Asset Management, a fundamentally driven institutional fund manager. Previously he worked in sell-side equity research at Morgan Stanely and RBS, covering European Beverages. Jonathan began his career in corporate centre and in-market roles at Diageo.
Jonathan is a CFA Charterholder and has also successfully completed the CFA Certificate in ESG Investing. This course provided the foundation for the work he helped to lead at SSGA integrating ESG principles into the fundamental equity investment process.
Jonathan also completed the “Leadership in Professional Services” and “Executive Leadership” programmes at the Said Business School, Oxford. He has developed a bespoke leadership model for equity research based on the lessons learned on these courses.
A native of Northern Ireland, Jonathan graduated from the University of Oxford with a degree in Modern Languages (French & Spanish), which included spending a year in Madrid teaching English in a secondary school.
Jonathan is married to Louise and they live in South West London with their three children. In his spare time, he plays golf, enjoys coaching mini-rugby and he is a liveryman of the Worshipful Company of Distillers.
Experiences & Accomplishments
Consistent delivery
Buy-side:
Led an equity research team for Citigroup’s $80bn in-house fund manager in the Wealth channel. A senior buy-side equity analyst and investor role in two leading institutional asset managers. Specialised in research coverage of global consumer sector and managed a sector specific fund.
• Developed operational model for team of 10 sector specialist research analysts
• Line management responsibility, setting objectives, ensuring delivery of targets, supporting effective team collaboration
• Led the investment process across multiple consumer staples and discretionary subsectors, from top-down thematic strategy through to bottom-up fundamental stock selection
• Identified and communicated successful investment ideas to a team of 10 generalist portfolio managers using the ‘Quality Growth at a Reasonable Price’ investment style
• Delivered idea generation through strategic and financial analysis of sectors and companies, engaging with management teams and external research providers
• Managed $400m sector specialist fund which generated over 100bps of annual outperformance over a ten-year basis
• Led project to integrate ESG factors into fundamental research process
• Engaged directly with company management and boards on governance issues with SSGA asset stewardship team
Sell-side:
A senior sell-side equity research analyst role advising institutional asset managers on equity investment in the European Beverages sector .
· Analysed industry and company dynamics, built detailed financial models and produced regular written reports to develop research franchise
· Maintained pro-active marketing schedule with clients in UK, US and Europe
· Arranged company roadshows, internal sales desk presentations and bespoke client events with senior management of companies under coverage
· Line management of junior analyst and responsibility for work-load of off-shore analyst
Corporate:
Direct personal experience of multi-functional team working in the consumer industry from corporate centre and inmarket roles at Diageo.
· Project managed exit strategy for $1bn contingent liability exposure, leading team of relationship banks, legal, tax and treasury teams
· Led team to develop and propose capital structure and return of capital policy papers
· Project based role ensuring financial rigour in business decision-making e.g. trade terms, sales force and brand marketing spend effectiveness
· Line management of two analysts within team
· Daily face-to-face contact with customers in on-trade territory
