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Robert Dee ACSI

Operations Associate

United Kingdom15 yrs 9 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in capital allocation and investment strategies.
  • Strong background in finance and entrepreneurship.
  • Focused on long-term growth and resilience.
Stackforce AI infers this person is a Finance professional specializing in investment management and capital allocation.

Contact

Skills

Core Skills

Portfolio ManagementInvestment Analysis

Other Skills

Investment Decision MakingCost AnalysisCapital AllocationEquitiesInvestmentsAsset ManagementEntrepreneurshipStrategyAnalysisValuationCompetitive AnalysisBusiness PlanningProject ManagementFinanceInterpersonal Relationships

About

Investor & operator focused on long-term compounding and high-agency decision making. My background combines finance and entrepreneurship, developed at BPP Business School and London Business School, with hands-on experience in logistics and global trade. With the CISI Level 4 in Securities, I take a disciplined approach to capital allocation, focusing on opportunities where scale and resilience compound over time — across technology, logistics, capital markets, and sport. Always looking to connect with founders, operators, and investors who share a rational, long-term approach to growth.

Experience

15 yrs 9 mos
Total Experience
5 yrs 3 mos
Average Tenure
8 yrs 9 mos
Current Experience

Bell international limited

Operations Executive

Jul 2017Present · 8 yrs 9 mos · London Area, United Kingdom

The tjm partnership plc

Analyst

May 2016Jul 2017 · 1 yr 2 mos · London Area, United Kingdom

  • TJM’s sole mission is to be a leading provider of bespoke trading and investment management services to high-net-worth clients, family offices, companies and intermediaries.
  • Based in the City of London, TJM is a privately owned brokerage and trading firm, specialising in providing a solutions driven and bespoke approach to stockbroking and investment management.
  • Established in 2007, TJM offers investors a truly bespoke service. With strong financial credentials, safe third party custody of assets and first rate market intelligence, we are able to advise and deliver across a wide spectrum of investment opportunities.
  • Staffed by highly experienced professionals, our carefully considered market expertise help clients in realising investment aspirations. Our team develops a partnership with clients and adopts a completely tailored approach to each and every one.
  • When you engage the services of TJM, your own dedicated personal broker or manager is backed up by an impressive team. Maintaining a constant watch on your positions in the market and your long term investment objectives, we underpin everything we do with attention to managing risk.
  • Our solution provides you with a single access point to a wide range of markets and trading instruments, without reliance upon a disparate array of brokers and managers. You deal with us and we deliver the whole of the marketplace. This streamlined approach saves you time and money and enables us to act quickly on your behalf to exploit opportunities as they arise.

Bell international limited

2 roles

Operations & Development Associate

Promoted

Nov 2012Apr 2016 · 3 yrs 5 mos

  • Responsibilities involved planning, researching and evaluating appropriate investment decision. Also held responsibility for the management of one of the firms equity portfolios and in charge of all investment decisions relating to that portfolio.
  • Produced cost analysis on past projects for Bell International to analyse cost effectiveness and made recommendations to management for potential improvements when planning future projects. .

Development Assistant

May 2010Oct 2012 · 2 yrs 5 mos

  • Started working at Bell part time when I started my degree. I was part of 2 small teams working, one for Bell and the other for a subsidiary company of Bell.
  • Helped plan and research appropriate investment decisions under one of the directors. I was able to implement my financial analysis skills developed at BPP Business school when considering investments.
  • Learnt how to produce effective cost analysis for past projects for Bell International to analyse cost effectiveness of past projects and what to do when planning future projects.

Education

The Chartered Institute for Securities & Investment (The CISI)

CISI Level 4 Diploma in Investment Advice (Securities)

Jan 2015Jan 2016

BPP Business School

BSc Business Studies & Finance — Management and Finance

Jan 2010Jan 2012

London Business School

Investment Management Programme

Jan 2010Jan 2011

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