Charles West

Associate Director at Numis
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Contact Information
us****@****om
(386) 825-5501
Location
Gerrards Cross, UK

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Experience

    • Investment Banking
    • 1 - 100 Employee
    • Associate Director
      • Nov 2022 - Present

    • Equity Sales Associate
      • Oct 2019 - Mar 2023

    • Germany
    • Financial Services
    • 700 & Above Employee
    • Equity Sales Analyst
      • Jul 2018 - Aug 2019

      London, United Kingdom • Joined the Cash Equity Sales team as part of the DB Fast Track Graduate Scheme, to help grow the franchise and initiate/maintain relationships with institutional investors based in London and across Europe. • Helped to develop DB’s Mid Cap offering, including helping to generate a quarterly best ideas product, set up a corporate day and provide support to trading /sales trading through regular news /midcap updates on the morning meeting. • Leveraged the DB research platform to identify… Show more • Joined the Cash Equity Sales team as part of the DB Fast Track Graduate Scheme, to help grow the franchise and initiate/maintain relationships with institutional investors based in London and across Europe. • Helped to develop DB’s Mid Cap offering, including helping to generate a quarterly best ideas product, set up a corporate day and provide support to trading /sales trading through regular news /midcap updates on the morning meeting. • Leveraged the DB research platform to identify investment ideas, to be discussed with clients/internally in meetings, over the phone or in the form of commercial write-ups. • Acted as account manager or as secondary on a variety of accounts, both supporting client’s needs and helping to collaborate with other teams such as Prime Finance/ Trading/ ECM. • Prepared daily’s/ global marketing calendars for both the European and US products, in order to facilitate the distribution of research and sales ideas both internally and to institutional investors. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Capital Markets Analyst
      • Jan 2016 - Jul 2016

      London, United Kingdom • Worked with the CAO of Markets Group EMEA and CEO of Capital Markets EMEA to refine the business strategy and enhance the governance structure. • Enhanced new MIS developments including the setting up of dashboards for Client Pipeline and Key Financial Indicators for Operating Committee and Business Risk Committee presentations. • Expanded and produced the minutes for the Markets Group EMEA Operating Committee and Business Risk Committee, as well as the Capital Markets EMEA Best… Show more • Worked with the CAO of Markets Group EMEA and CEO of Capital Markets EMEA to refine the business strategy and enhance the governance structure. • Enhanced new MIS developments including the setting up of dashboards for Client Pipeline and Key Financial Indicators for Operating Committee and Business Risk Committee presentations. • Expanded and produced the minutes for the Markets Group EMEA Operating Committee and Business Risk Committee, as well as the Capital Markets EMEA Best Execution Committee. • Instrumental in refining the policies for onboarding and offboarding clients, requiring close interaction with KYC/AML operations in Manchester, Pittsburgh and Bournemouth. • Took lead in the monthly review and validation of the client pipeline prospects in the ENGAGE system. Show less

    • United Kingdom
    • Financial Services
    • Sales Analyst
      • Apr 2016 - Jun 2016

      • While working at BNY Mellon I was fortunate to work for an Online Peer-to-Peer Repo Platform that BNY Mellon was in the process of buying. • Attended and exhibited at both the International Capital Markets Conference in Dublin and the International Securities Lending Conference in Vienna. Here I was central to demonstrating and marketing the product to major banks, hedge funds and other firms.

    • Investment Analyst
      • Jul 2014 - Jan 2015

      • Conducted expansive industry mapping, sub sector research and market analysis. • Produced detailed compilations of PE and VC transactions in SSA, particularly those by similar funds in our sectors of focus. • Investigated regulatory and fiscal frameworks surrounding particular sectors. • Provided thorough research support for both the Agricultural and Logistics Investments Teams such as identifying potential investments in relevant sectors and performing extensive value chain… Show more • Conducted expansive industry mapping, sub sector research and market analysis. • Produced detailed compilations of PE and VC transactions in SSA, particularly those by similar funds in our sectors of focus. • Investigated regulatory and fiscal frameworks surrounding particular sectors. • Provided thorough research support for both the Agricultural and Logistics Investments Teams such as identifying potential investments in relevant sectors and performing extensive value chain analysis. • Regularly performed and presented comprehensive company analysis, both in identifying potential investments as well as in recognizing potential co-investors. Show less

Education

  • University of Bath
    Bachelor of Business Administration (Bsc Hons)
    2013 - 2017
  • The University of Western Australia
    Academic Exchange (6 months)
    2016 - 2016
  • Wellington College, Reading
    A Levels - History, Geography, Economics
    2008 - 2016

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