Director, Fund Operating Officer
Simon is a Fund Operating Officer at AEPM with primary responsibility for the day to day financial and operational management of the Active Fund series including internal and external reporting, investment structuring, taxation and operation, portfolio performance monitoring, liquidity and risk management as well as compliance with the funds policies and other obligations.
Simon joined the Team in 2019. He previously worked at Octopus Group, leading finance teams across healthcare real estate assets and renewable energy portfolios. His responsibilities included financial reporting, tax structuring and compliance, fund structuring and debt management.
Simon holds a Bachelor’s degree in Economics from the University of Sheffield and is an Associate of the Chartered Institute of Management Accountants.