James Flintoft, CFA

James Flintoft, CFA

James, head of portfolio management, was Vertem’s first graduate from Northumbria University’s Finance and Investment degree, joining in 2012. He has a natural intuition for the investment world and is incredibly adept at conducting detailed analysis and modelling of financial statements, which can unearth potentially over-optimistic or pessimistic forecasts being discounted into market prices. James is a CFA® charterholder and an invaluable member of the Vertem team.

“I enjoy conducting detailed analysis and modelling of financial statements that can unearth potentially over-optimistic or pessimistic forecasts being discounted into market prices. The continuous nature and differentiation of financial markets is enthralling and having to deal with this keeps my interest.

“The perpetual learning cycle that comes with analysing and overseeing multiple asset classes is particularly rewarding. Being able to carry out this work within a versatile and vibrant organisation is something that I have become attached to and from what I gather somewhat of a rarity in the professional world.

“I have always enjoyed skiing, football, travelling, reading and playing golf and more recently climbing.”