Lewis Forman

Lewis Forman

Associate Portfolio Manager @ Russell Investments

About Lewis Forman

Lewis Forman is an Associate Portfolio Manager at Russell Investments in London, England, where he has worked since 2021. He has a background in finance and mathematics, having held various roles in investment operations and analysis across multiple organizations.

Work at Russell Investments

Lewis Forman has held multiple roles at Russell Investments since 2017. He began as an Investment Operations EMEA for 10 months before transitioning to the position of Senior Analyst, Regulatory and Guidelines Monitoring from 2018 to 2019. Following this, he served as a Portfolio Analyst from 2019 to 2021. In 2021, he was promoted to Associate Portfolio Manager, a role he continues to fulfill in London, England. His tenure at Russell Investments spans over six years, showcasing a progressive career within the organization.

Previous Experience

Before joining Russell Investments, Lewis Forman worked at Standard Chartered Bank as a Transaction Reporting Analyst from 2013 to 2017, accumulating four years of experience in this role. He briefly worked at Bestinvest as a Select Operations Specialist for two months in 2013. His diverse experience in the financial sector has contributed to his expertise in portfolio management and operations.

Education and Expertise

Lewis Forman studied at Loughborough University, where he earned a Bachelor of Science (BSc) in Mathematics from 2009 to 2012. Prior to university, he attended Beal High School Sixth Form, achieving A-levels in Mathematics, Further Mathematics, and Geography from 2007 to 2009. His educational background in mathematics underpins his analytical skills and expertise in portfolio management.

Career Timeline

Lewis Forman's career in finance began in 2013 when he worked at Bestinvest. He then joined Standard Chartered Bank, where he spent four years as a Transaction Reporting Analyst. In 2017, he joined Russell Investments, where he has held various positions, culminating in his current role as Associate Portfolio Manager since 2021. His career reflects a steady progression through different roles in the financial services industry.

People similar to Lewis Forman