Charles West
Associate Director at Numis- Claim this Profile
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Bio
Experience
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Deutsche Numis
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Investment Banking
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1 - 100 Employee
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Associate Director
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Nov 2022 - Present
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Equity Sales Associate
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Oct 2019 - Mar 2023
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Deutsche Bank
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Germany
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Financial Services
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700 & Above Employee
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Equity Sales Analyst
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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
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BNY Mellon
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United States
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Financial Services
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700 & Above Employee
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Capital Markets Analyst
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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
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DBV-X
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United Kingdom
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Financial Services
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Sales Analyst
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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.
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Investment Analyst
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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
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Education
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University of Bath
Bachelor of Business Administration (Bsc Hons) -
The University of Western Australia
Academic Exchange (6 months) -
Wellington College, Reading
A Levels - History, Geography, Economics