Alan Weider

Investment Analyst at jonathanfry plc
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, UK
Skills

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Credentials

  • Investment Management Certificate (Level 4)
    CFA UK
    Sep, 2013
    - Nov, 2024

Experience

  • jonathanfry plc
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Investment Analyst
      • May 2013 - Present

      Role split into three major sections – general running of Cash Management and DFM services, undertaking research both into the state of the retail cash market and asset class analysis, and systems development.  Day-to-day responsibilities for the cash management service include preforming daily and weekly reconciliations of the cash management service, ensuring that systems data correctly matches the data provided by 3rd parties, as well as authorising transactions to be made for clients. For the DFM am responsible for the quarterly review of clients’ portfolios, ensuring that their individual holdings correctly match their attitude to risk and that any in-house tactical views are reflected in their asset allocation. On top of that am responsible for authorising trades on these accounts, when asset allocation changes or rebalancing requirements necessitate trades.  Research duties for both in-house use and for press purposes, consist of providing commentary on the retail cash market. This mainly revolves around the effect Funding for Lending has had on the market and the providing predictions on future changes to interest rates offered on savings accounts.  Systems development involvement has been in a wide variety of different projects. Major projects have consisted of migrating spreadsheet based data into SQL tables and updating the tools to access that data and add to it. This involved the construction of many spreadsheets to make use of data source links, as well as writing macros to automate processes and to add further information to the SQL tables. Other projects involved writing macros to interface with fillable PDF files, both in extracting and inputting data into them. Others involved using VBA to mass produce individualised marketing materials. Show less

  • EFG Private Bank
    • United Kingdom
    • Banking
    • 300 - 400 Employee
    • Intern
      • Mar 2013 - Apr 2013

      Assisting Client Relationship Officers, preparing daily client reports, updating portfolio information. Setting up new client accounts, undertaking background checks, performing due diligence on new clients. Assisting Client Relationship Officers, preparing daily client reports, updating portfolio information. Setting up new client accounts, undertaking background checks, performing due diligence on new clients.

  • RBC Capital Markets
    • Canada
    • Investment Banking
    • 700 & Above Employee
    • Finance Analyst
      • Sep 2012 - Feb 2013

      Four month rotational scheme through Financial Control, Product Control, and Valuations departments. - Six weeks in Financial Control spent producing daily balance sheets for the EMEA capital markets business, SOX Audit, producing daily and month end capital adequacy and liquidity reports for the FSA and BoE, also producing MI packs for the EMEA business. - Five weeks spent in Valuations consisted of undertaking model validation and testing of a new dividend wrapper tool. Time was also spent in the IPV team looking at the Equities and Arbitrage desks for EMEA and APAC, and producing independent prices for the option positions held. - Eight weeks in Product Control was spent with the Equity Sales team. Producing daily and monthly trader P&L. Also producing daily commission reports for the sales people. Other responsibilities including testing the accuracy of prices snapped from a new IT project which involved extensive use of Bloomberg and Excel VBA Show less

  • University of Birmingham
    • United Kingdom
    • Higher Education
    • 700 & Above Employee
    • Chemical Engineering
      • Sep 2008 - Jul 2012

      Graduated with an MEng, Class II (Division I) with Honours Graduated with an MEng, Class II (Division I) with Honours

  • RBC Capital Markets
    • Canada
    • Investment Banking
    • 700 & Above Employee
    • Summer Intern - Regulatory Reporting
      • Jul 2011 - Aug 2011

      Producing Daily Capital Adequacy Reports, contributing towards FSA and Bank of England returns. Sped up processing of reports through the writing of Excel macros. Producing Daily Capital Adequacy Reports, contributing towards FSA and Bank of England returns. Sped up processing of reports through the writing of Excel macros.

Education

  • The University of Birmingham
    Master of Engineering (MEng), Chemical Engineering
    2008 - 2012
  • CFA Institute

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