Wealth Planning Assistant

• Nov 2019 - Present

- Responsible for portfolio of c. £75m in AUM, across 30 clients, with utilisation of discretionary fund management principals- Development and preparation of team presentations, and active engagement in quarterly investment research committee.- Data collection, management and analysis through portfolio modelling - Assessment of client risk appetites and monitoring of client portfolio’s- Research and analysis of financial products across insurance, pensions, ESI and VCT investments- Building of client plans and financial forecast through both Excel and Voyant software- Creation and running of reports tracking including portfolio performance, and expected returns- Production and delivery of illustrative reports for client distribution and management- Analysis and identification of key industry trends for management

Graduate Teaching Assistant

• Sep 2019 - Nov 2019

Investment Research Analyst

• Jul 2019 - Sep 2019

- Investigation and analysis of economic and market trends, with NZ and international markets- Analysis of financial statements to support investment opportunities in SaaS products- Wrote formal report for key stakeholders collating findings from market analysis

Business Consultant

• Jun 2019 - Sep 2019

- Data research of international market with specificity to the America’s- Creation and development of written report detailing firm internationalisation strategies- Built and presented final verbal report to CEO and senior managers, utlising excel models to provide comprehensive graphical information, including financial projections

Marketing and Operations Assistant

• Jun 2017 - Mar 2018

- Use of data platforms to analyse marketing data spread across ten areas of social outreach, and development of SMO strategies- Assisted finance department with preparation of the yearly budget and insurance policies- Redesign and orchestration of the annual marketing report, complete with analysis justifying recommendations for 2018 strategies.

Menswear Stylist / Supervisor

• Jul 2015 - May 2017

• While working in a stylist capacity in New York, I was the third highest seller for POLO Ralph Lauren averaging $15,000 per week in sales.• Maintained strict client outreach in both New York and London to ensure client retention, also resulting in the positive generation of new client leads.• Supervised a staff of 25 sales representatives during the opening of the new Regent Street store in London, and provided on the floor training and support to the menswear team.