Ivan T. English. 27 Burberry Place, Islington, London WC1 .
Tel no 0181 7832007. e-mail English@english-online.org.uk
Positions held:
2000 - Portfolio manager, Brausch, Campbell & Son.
1997-2000 Stock analyst, Brausch, Campbell & Son.
1990 - 1997 Financial Services, Junior Manager, Bellweather Co.
Qualifications:
MBA Business, Judge Institute, Cambridge.
First hons. Philosophy, Sidney Sussex College, Cambridge.
A Level English, Maths, history (straight As).
Memberships:
Institute of Management.
British Business Association.
Relevant experience:
Competent with Excel spreadsheets.
Trained with Sharesearch data analysis package.
Average portfolio return on investment 1998-2000: 23%
Broad experience in market research and portfolio management in all sectors of the
economy, and specialising in the IT industry.
Contacts throughout the markets who are able
to supply informal comment and analysis.
Personal details:
Born: April 7, 1968. Rhymington, Lancashire.
Marital status. Single.
Driving licence: Yes.
Interests:
Cultivating bonsai trees.
Cricket.
Salary in last position:
£47 000 plus benefits.
Referees:
Edward George: CEO Bellweather Co, Threadneedle St, London.
Professor S. Doors: Professor of Economics, Sidney Sussex College, Cambridge University.
1. b
Ivan's has worked as a Portfolio manager, Stock analyst, and Financial Service Manager - all in financial services.
He uses IT, and he went to a Cambridge college. He is a member of business instituions.
2. c
Ivan was born in 1968. He left the Bellweather company in 1997.
Therefore, depending on whether he left before or after his birthday on April 7, he was 29 or 30.
3. c
Although he has officially held the position of portfolio manager since 2000, Ivan has been managing portfolios longer than this, since he states that he has portfolio management experience beginning in 1998.
4. a
Since he went to Cambridge University, Ivan is a university graduate.
He is an IT user, not a specialist. A director has a different job to Ivan's. "Unskilled labour" means someone with no qualifications.
5. a
It is usual for English students to do a general degree at university, and then a more specialised one, and then to find a job.
Therefore Ivan probably went first to Sideny Sussex college, and next to the Judge Institute and then to Bellweather co.
6. d
Ivan has been trained with this program, so he is capable.
This does not mean he has used it a lot, so he may not be practiced or experienced. He received no qualification after training, so he is not qualified
7. c
Ivan says he has "broad experience" in portfolio management.
although he says that he specialises in IT he can do other types of portfolios, including business.
8. d
Generally one would expect a current employer to give a reference.
Ivan has not done this, perhaps because they would not give a good reference, either because they are not pleased with his work, or because they are angry he is leaving, or they do not know he plans to leave.
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1. Ivan English works ..
a. in the IT industry. 
b. in financial services.
c. at a Cambridge college.
d. in business management.
2. When he left Bellweather co, he was ..
a. under 25 years old.
b. over 35 years old.
c. about 30 years old.
d. he doesn't say.
3. As a portfolio manager he is ..
a. totally inexperienced.
b. rather inexperienced.
c. experienced.
d. highly experienced.
4. Which expression best describes Ivan English?
a. University graduate.
b. IT specialist.
c. Director.
d. Unskilled labour.
5. Where did Ivan English probably go first?
a. Sidney Sussex college.
b. The Bellweather Co.
c. Brausch, Campbell & Son.
d. The Judge Institute.
6. How is Ivan English with regard to Sharesearch?
a. Qualified.
b. Experienced.
c. Practised.
d. Capable.
7. What sort of portfolio management can Ivan English do?
a. Only IT.
b. For businesses.
c. General.
d. Those needing informal contacts.
8. What is most significant about the referees given?
a. One is a university Professor.
b. One is a previous employer.
c. They are people who know him well.
d. He does not give his current employers.
ANSWERS
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