Michael Willis

Head Of Data, Asset Valuations, Performance & Reporting at Insight Investment

Michael Willis, CFA has extensive work experience in the financial industry. Michael is currently the Head of Data, Asset Valuations, Performance & Reporting at Insight Investment since March 2021. Prior to this, they held various roles at Insight Investment including Head of Specialist Credit Middle Office, Performance & Reporting and Head of Performance. Before joining Insight Investment, Michael worked as a Senior Business Analyst at HSBC and as a Product Control Manager at GlobeOp Financial Services. Michael also has experience as an Investment Operations Analyst at Aviva Investors and as an Equity Analyst and Front Office Support Analyst at Old Mutual Asset Managers. Michael's earlier career includes a role as a Senior Specialist Institutional Accounts at BNY Mellon.

Michael Willis, CFA has a Bachelor of Science degree in Statistical Science from UCL, which they obtained from 2000 to 2003. Michael then pursued an MSc in Financial Economics from Cardiff University / Prifysgol Caerdydd, completing it in 2005. In addition, Michael has obtained the CFA certification from the CFA Institute. Further details about the date of obtaining the CFA certification are not available. Michael's prior education history includes attending Radyr Comprehensive, but no degree or field of study information is provided for this institution.

Links

Previous companies

HSBC logo
BNY Mellon logo

Timeline

  • Head Of Data, Asset Valuations, Performance & Reporting

    March, 2021 - present

  • Head Of Specialist Credit Middle Office, Performance & Reporting

    August, 2018

  • Head Of Specialist Credit Middle Office & Performance

    January, 2018

  • Head Of Performance

    August, 2015

  • Performance Manager - Specialist Investments

    May, 2014

  • Business Analyst

    November, 2013