Experience

Newton Investment Management

• Global Financials Analyst

  • Oct 2020 - Present



J.P. Morgan

• Equity Research Analyst | European Banks

  • Aug 2018 - Aug 2020



J.P. Morgan

• Equity Research Summer Analyst

  • Jun 2017 - Aug 2017

  • Undertook two rotations in the Oil & Gas and Banks teams• Completed an initiation project; independently built a model, wrote an initiation report and presented this to research management • Undertook model improvements and helped with results season whilst in the Oil & Gas team• Collaborated with the rest of the Banks team on their II piece• Completed various client requests during both rotations• Offered a full time graduate position for 2018



Lloyds Banking Group

• Lloyds Scholar

  • Sep 2014 - Dec 2016

• Assistant Accountant - Group Capital & Regulatory Reporting

  • Jun 2015 - Sep 2015



J.P. Morgan

• Equity Research Summer Analyst

  • Jun 2016 - Aug 2016

  • Undertook two rotations within the Capital Goods and Technology teams • Rebuilt the model for one of the companies in the team's coverage, which is now being used• Wrote a sector research note independently whilst in the Technology team• Carried out research to help the team deal with client requests and publish research notes• Attended various speaker events and teach-ins to learn more about the firm and financial markets • Received training for Excel, Bloomberg and… • Undertook two rotations within the Capital Goods and Technology teams • Rebuilt the model for one of the companies in the team's coverage, which is now being used• Wrote a sector research note independently whilst in the Technology team• Carried out research to help the team deal with client requests and publish research notes• Attended various speaker events and teach-ins to learn more about the firm and financial markets • Received training for Excel, Bloomberg and financial modelling• Received an offer to return in summer 2017 after my year abroad Show more Show less



Waitrose

• Team Member

  • Dec 2014 - Jan 2015

  I worked at Waitrose for approximately one month over the Chistmas period. During this time my role consisted of stock management, working on the checkouts and dealing with any issues/queries that customers had.



Da Vinci Bistro & Bar

• Waiter

  • Jul 2013 - Sep 2013

  As the first point of contact with the customer, I was responsible for making sure their visit was as enjoyable as possible, which I did by engaging in dialogue in order to quickly build relationships and personalise their experience. I ensured any problems were resolved quickly and efficiently, and coordinated with the rest of the team to deliver fast and reliable service.



Raymond James Investment Services

• Work Experience

  • Aug 2013 - Aug 2013

  • Shadowed Branch Principal, helped him to place trades and create investment proposal forms• Used Excel to create a system which provides information for portfolio allocation • Researched valuation techniques, such as P/E multiples and PEG ratios, on my own initiative following exposure to these during my time with the Branch Principal



University of Cambridge

• Sutton Trust Summer School

  • Jul 2013 - Jul 2013

  Involved an introduction to undergraduate level Economics using contemporary issues, such as political apathy and the effects of the lack of a fiscal base in the eurozone.