Experience

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  Fisher Investments UK

  • United Kingdom
  • Financial Services
  • 100 - 200 Employee

  • Private Client Executive Manager

    • Feb 2022 - Present

  • Private Client Advice Manager

    • Mar 2019 - Feb 2022

  • Financial Planning Analyst

    • Jun 2015 - Mar 2019

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  Transact

  • London, United Kingdom

  • Investment Portfolio Administrator

    • Aug 2013 - Jun 2015
    • London, United Kingdom

    Investment Portfolio Administrator• Carry out a vast array of duties; illustrating my ability to multi manage.• Execute trades in investments – from equities, bonds, managed funds through to derivatives and structured products.• Liaise with IFAs regarding advisory clients’ portfolios as well as answering queries on corporate actions, dividends and the rules and regulations surrounding ISAs, pensions, onshore bonds, offshore bonds, QSPs and general in-vestment accounts.• Carry out data analysis as well as populating various spreadsheets. • Project work - was given the opportunity to work with the risk team to find new ways on measuring the company’s risk. Client Approval• Spent a few months in the client approval division, where I processed incoming portfolios. These range from the classic individual portfolios to Trust and Cooperate Accounts. • Able to verify the legal documentation that comes in. • Carried out various reports for the team, which are then distributed through the whole company.• Helped assist my manager in training new staff members that join the team.• Can effectively learn task manage, by learning to monitor incoming tickets in the inbox, while monitoring the team and my individual task queue. • Undergone training on regulations required in the financial services industry.

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  GFI Group

  • London, United Kingdom

  • Summer Intern

    • Jul 2012 - Aug 2012
    • London, United Kingdom

    • Worked on a property trading platform, called the Property Match Platform. Updating NAV figures on to the platform as well as producing Historic Pricing Charts for each property fund, for investors to have a clearer picture of their investment growth.• Created an end of month spreadsheet, inputting all the monthly trades and ensuring the trade books were correct by having to recognise any cancelled trades. • Attended to email requests both internally and externally (with investors and property fund managers).• Was committed to ensure all my daily targets were met.

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  Alpari (UK) Ltd

  • London, United Kingdom

  • Work Experience

    • Jun 2012 - Jul 2012
    • London, United Kingdom

    • Had exposure to various divisions within the firm.• On the trading team I gained familiarity of the different platforms offered to both institutional and retail clients, such as Metatrader 4, Currenex along with the interbank platform. • Learnt different trading strategies using their demo account. Got a through understanding of retail FX products including CFS’s and derivative products. Additionally I learnt the use of stop losses and gains.• The sales and marketing teams opened my eyes to how Alpari increased their brand awareness. • The finance department taught me the use of spreadsheets to analyse various risk factors, in particular their solvency ratios.

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  Jefferies & Company

  • London, United Kingdom

  • Work Experience

    • Jun 2011 - Jul 2011
    • London, United Kingdom

    • Worked in the project management group where I created a presentation on the potential market share Jefferies’ would hold if they entered the Indian and Japanese markets.• Learnt data analysis skills during the data collection stage of the project.• Gained basic knowledge of the Bloomberg terminals when I was on the Fixed Income Desk.

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  EBRD

  • London, United Kingdom

  • Work Experience

    • Aug 2009 - Aug 2009
    • London, United Kingdom

    •Worked in the operations department, making sure all trades were accurately recorded. •Logged and managed all the invoices that came in.•Spent time with the manager of the department, understanding how the companied worked as a whole.

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  J.P. Morgan

  • London, United Kingdom

  • Spring Intern - ‘Winning Womens' School Programme’ - Student

    • Jul 2009 - Jul 2009
    • London, United Kingdom

    Financial Mathematics Day (June 2008) • Gained an understanding of financial instruments such as call and put options and how they are used in investment strategies.• Leant how options are priced – given a brief understanding of the Black Scholes Model. Winning Womens’ School Programme•Learnt about various the facets within an Investment Bank, undergone trading exercises, as well as group presentations.•As group leader, I led the group presentation on selling and marketing a product using my public speaking skills. We learnt about the trading floor, and then carried out a trading floor simulation, which my group out of the eight groups, went on to win.•The visit to the sales and trading floors, allowed me to get a visual picture of their working environment would be like. •Went to Bloomberg to see how they are connected with traders though their terminals.