Daniel Simpson
Advisor at Windō- Claim this Profile
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Bio
Experience
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Windō
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United Kingdom
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Technology, Information and Media
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1 - 100 Employee
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Advisor
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Mar 2022 - Present
Generated engagements with faculties and careers services at Oxford Brookes and the University of Reading Consulted on environmental reporting and marketing strategies Generated engagements with faculties and careers services at Oxford Brookes and the University of Reading Consulted on environmental reporting and marketing strategies
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Ethical Capital Opportunity Advisors Ltd
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United Kingdom
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Financial Services
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1 - 100 Employee
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Intern
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Jun 2023 - Jul 2023
ECO Advisors is a boutique asset management firm with a singular mission — to be the leader in data driven, applied ESG investment strategies in global public equity markets. We see finance and capital allocation as a powerful force for positive change, and believe that investors don’t have to choose between attractive investment opportunities, or allocating capital to drive positive impact. ECO Advisors is a boutique asset management firm with a singular mission — to be the leader in data driven, applied ESG investment strategies in global public equity markets. We see finance and capital allocation as a powerful force for positive change, and believe that investors don’t have to choose between attractive investment opportunities, or allocating capital to drive positive impact.
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Oxford City Council
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United Kingdom
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Government Administration
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500 - 600 Employee
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Researcher
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Nov 2021 - Feb 2022
Completed research project for Oxfordshire Inclusive Economy Partnership identifying socio-economic disparities in Oxfordshire Designed stakeholder engagement plan for local investment strategy. Project published in ADIN network paper Completed research project for Oxfordshire Inclusive Economy Partnership identifying socio-economic disparities in Oxfordshire Designed stakeholder engagement plan for local investment strategy. Project published in ADIN network paper
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Global Career Accelerators
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United Kingdom
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Business Skills Training
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1 - 100 Employee
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Project Manager and Risk Manager
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May 2021 - Aug 2021
Project Manager developed B2B financial services application: guided team of students to deliver desired outcomes for industry client.Risk Manager: delivered daily risk reports for multi-strategy asset management fund. Developed novel weekly and monthly risk investigations.
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Multi-Strategy Asset Management Accelerator Participant
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Apr 2021 - Apr 2021
Participant in Spring Course: Portfolio Manager, Risk Manager, Industry Project Researcher
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Barnett Waddingham
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United Kingdom
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Financial Services
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700 & Above Employee
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Client Account Support
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Aug 2018 - Apr 2019
Client support for Workplace Health and Wealth team. Primary contact for 10 clients including hands-on project renovating a client's pension scheme. Generated monthly and quarterly billing of clients including drafting itemised charges, confirming write-offs with consultants, and contacting clients with invoices. Maintained multiple aspects of compliance in the form of ensuring all clients adhered to AML and KYC practices as well as ensuring that the team engaged in proper data collection and storage practices given the recent implementation of GDPR. Show less
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Metropolis Capital Limited
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United Kingdom
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Investment Management
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1 - 100 Employee
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Work Placement
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Jun 2018 - Jun 2018
Summer Internship with Metropolis Capital. Engaged in investment research project culminating in a presentation on market competitiveness of multiple retailers. Summer Internship with Metropolis Capital. Engaged in investment research project culminating in a presentation on market competitiveness of multiple retailers.
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Barnett Waddingham
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United Kingdom
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Financial Services
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700 & Above Employee
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Work Placement
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Jul 2016 - Jul 2016
Summer Internship with Barnett Waddingham as part of the Workplace Health and Wealth(WHW) team. Engaged in database cleaning project and spoke in front of the WHW team regarding young employees engagement in pension plans. Summer Internship with Barnett Waddingham as part of the Workplace Health and Wealth(WHW) team. Engaged in database cleaning project and spoke in front of the WHW team regarding young employees engagement in pension plans.
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Education
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Oxford Brookes University
BSc, Economics, Finance, and International Business -
St Albans Independent College
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Dr Challoner's Grammar School