Samuel Izzard
Investment Analyst at SyndicateRoom
Samuel Izzard
Investment Analyst at SyndicateRoom
London Area, United Kingdom
Overview
Work Experience
Investment Analyst
2022 - Current
Working within the Venture team as an Investment Analyst deploying the Access EIS Fund and typically covering Pre-Seed and Seed with some Pre-Series A rounds. Notable investments made include: Bedfolk, Pri's Puddings, GENIE, Hoxton Ai, planD, Learney, Slip, Tom Savano, Growyze, Wiseworks, Pi-top, Beeline, Inhabit, Toastie, Thalamos, Felloh, CARiFiT, Herd, WiLD HYDROGEN, Syndi Health, MyPocketSkill, Five Alarm Bio, NetZeroNow, Renewabl, IsosConnect, Roomix, Bowimi, Recomme, Ctrl-Alt, Asan Wellness, iCustoms, Tangent and Monument Therapeutics Notable follow-on rounds: Spirea, Boutros Bear, MOTH Drinks, CatchApp, Bequest, SolasCure
M&A Analyst
2021 - 2021
Assisting the M&A team in origination and deal sourcing with a focus on Software companies across a number of verticals. Most notably, Manufacturing (Metals), Sports & Leisure, Payments and Auctions. Applying Jonas Software's investment framework to identify the companies and opportunities that fit Jonas Software's investment criteria. Coordinating with sell-side M&A, Brokers and Corporate Finance teams to evaluate potential deals. Jonas Software is an operating group of Constellation Software (TSX: CSU)
Wealth Managers Assistant
2018 - 2020
Supporting 1 Senior Wealth Manager service a client book and on-board new AUM across the Switzerland ResND Market. Assisted the Investment Committee by providing the CIO with any relevant information and queries from the Geneva office. Also acted as a portal for relaying key information, investment or investment procedure changes with particular reference to the model portfolio's. Day to day was involved heavily in managing client relationships and overall administration of client accounts and portfolios. Apr 2018 - Mar 2019: Previously supporting 3 Wealth Managers with their existing AUM with a focus on on-boarding new AUM across Switzerland, Northern & Mid Africa ResND market.
Marketing & Social Media Content Strategy (Bolt-On Role)
2019 - 2020
Key role in oversight and idea generation for marketing and social media content for Switzerland. Weekly meetings with the Global Marketing Team based in the UK and quarterly meetings presenting to Board level. Assisting the UK Marketing Team with Swiss marketing content lead me to taking on a key role with the in-house charity, GWM Giving. Most notable event was the GWM Cycleathon in Sep 2019. Addition to the role of supporting a Senior Wealth Manager.
Wealth Managers Assistant (Global Partners Team)
2017 - 2018
Supporting 3 Wealth Managers in the Global Partners division based in Geneva, Switzerland servicing a book of clients located in regions where there wasn't a physical office. Also assisted with Business Development activities