Fund Analyst

• Oct 2022 - Present

Insight Day

• Oct 2020 - Oct 2020

Participated in workshops including learning to make markets. Participated in workshops including learning to make markets.

Summer Intern- Global Markets

• Jun 2020 - Jun 2020

During my Internship, I was able to rotate through the buy- and sell-side of the Finance industry through various simulations, projects and presentations. Week 1- Sell-side: Equity research Sales and Trading IPO M&A Brokerage Week 2- Buy-side: Proprietary trading Asset Management Equity sector fund on funds- Asset Management Week 3- Advanced: Commodities Real Estate Private Equity Algorithmic Trading During my Internship, I was able to rotate through the buy- and sell-side of the Finance industry through various simulations, projects and presentations. Week 1- Sell-side: Equity research Sales and Trading IPO M&A Brokerage Week 2- Buy-side: Proprietary trading Asset Management Equity sector fund on funds- Asset Management Week 3- Advanced: Commodities Real Estate Private Equity Algorithmic Trading

Internship Experience- Investment Banking

• Jun 2020 - Jun 2020

Financial Sector Analyst

• Sep 2019 - Dec 2019

I had the opportunity to learn about Mergers and Acquisitions as well as be able to research, evaluate and pitch a stock to potentially be added to the Society’s portfolio. This included an investment thesis, a company overview and risk analysis of Ameriprise Financial. I was also part of a team that won the Universities virtual trading game. I had the opportunity to learn about Mergers and Acquisitions as well as be able to research, evaluate and pitch a stock to potentially be added to the Society’s portfolio. This included an investment thesis, a company overview and risk analysis of Ameriprise Financial. I was also part of a team that won the Universities virtual trading game.

Insight Day

• Nov 2019 - Nov 2019

I took the chance to work with the entrepreneurial team developing crucial communication skills in the pitching competition in which I reached the semi-finals as well as learning about the different roles within RBS. I took the chance to work with the entrepreneurial team developing crucial communication skills in the pitching competition in which I reached the semi-finals as well as learning about the different roles within RBS.

Insight Day

• Oct 2019 - Oct 2019

I was offered the opportunity to find out more about EY and learn about the different sectors within Accountancy taking particularly interest in the Actuarial Industry. I was offered the opportunity to find out more about EY and learn about the different sectors within Accountancy taking particularly interest in the Actuarial Industry.

Accounts Services Associate

• Jun 2019 - Aug 2019

• I had to quickly and accurately price and settle all unit trust trades sent in, both onshore and offshore, that reflected the orders that have been executed on the market. • Met specific deadlines of the finance industry and prioritised work while in constant communication with other team members. • Gained valuable experience in using programs such as Figaro, Clearstream, DST, Calastone, BNP Neolink, Cofunds and IBM access for windows. • Called fund managers both nationally and internationally including Ireland, Canada and Luxembourg to chase contract notes, as well as dealing with client queries via email and phone. • Talked to the traders who showed me the trading software that they used to execute trades, learning about the spread and how they match their trade against the market to achieve the best price. • Passed tests at first sitting in Anti-bribery, Compliance, HIPAA awareness, Policy Management, Privacy Awareness, TCF, Transaction Reporting, AML, GDPR, Client Assets, MIFID II Show less

Summer Intern

• Jun 2019 - Jun 2019

• Attended client meetings in which we assessed their portfolio performance and evaluated risk strategy. • Worked in the firm’s research department where I learnt to use FE analytics to assess fund performances as well as beta as a measure of stock risks compared with the overall market. • Attended Fund Performance reviews where the qualitive and quantitative performance of funds were discussed and participated in the Investment Strategy meetings where we reviewed the tactical asset allocation policy and approved new investment ideas. • Gained insight into the finance, operations and compliance aspects of the company. Show less

Insight Week

• May 2019 - May 2019

• Accounts- I was given the opportunity to do a financial statement, balance sheet and statement of cash flows on a live case using excel. • Audit- I was shown the different methods used to audit the accounts and learnt about the different levels of materiality and its basis. • Business Tax- Taught about capital expenditure and looked at the percentage capital allowance on different assets. • Corporate Finance- Did research using Companies House and Market IQ into which companies would be a good match for a client who wanted to merge with another practice Show less

Administrative Assistant in Accounts and Probate Departments

• Jul 2017 - Aug 2017

I was given exposure to land registry financial transactions as well as creating office-to-client and petty cash chits. It also included going to the bank to pay in cheques. I was also involved in archiving files using different computer software. I was given exposure to land registry financial transactions as well as creating office-to-client and petty cash chits. It also included going to the bank to pay in cheques. I was also involved in archiving files using different computer software.

Insight Week

• Jun 2016 - Jun 2016

Experience gained included greeting customers at the cashier as they deposited money, sitting in a one-to-one meeting with someone who wanted to start up a business and being exposed to how foreign currency exchange works. Experience gained included greeting customers at the cashier as they deposited money, sitting in a one-to-one meeting with someone who wanted to start up a business and being exposed to how foreign currency exchange works.