Isaac Eddy
Investment Analyst - Long Term Fund at Twikker Fund - Sheffield Student Investment Fund- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Native or bilingual proficiency
Topline Score
Bio
Credentials
-
Optimization Onramp
MathWorksApr, 2023- Nov, 2024 -
Introduction to Statistical Methods with MATLAB
MathWorksFeb, 2023- Nov, 2024 -
MATLAB Onramp
MathWorksFeb, 2023- Nov, 2024 -
Learn About Key Economic Events
CME GroupMar, 2022- Nov, 2024 -
Introduction to Capital Markets
Corporate Finance Institute® (CFI)Jul, 2021- Nov, 2024 -
Trinity Grade 6 Trombone
Trinity College LondonJun, 2021- Nov, 2024
Experience
-
Twikker Fund - Sheffield Student Investment Fund
-
United Kingdom
-
Investment Management
-
1 - 100 Employee
-
Investment Analyst - Long Term Fund
-
Oct 2022 - Present
Attend weekly meetings and pitch analysis for a range of assets bi-monthly for a fund worth £170,000 Pitched a trade involving the takeover of a UK healthcare firm by a US healthcare firm, using financial statements to analyse expenses, cash flow and current debt levels for both firms to predict the success of the takeover Screen firms for a potential trade opportunity within the Yorkshire Fund, focussing on dividend yield and key valuation ratios to pitch a low-risk, income-generating firm for the fund Created a watchlist for all the firms with headquarters in Yorkshire for the Yorkshire fund to cut the time taken to research potential pitches Represented the Twikker Fund at the SMIF23, a conference bringing together student managed investment funds from around the UK Show less
-
-
-
Freight Investor Services
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Insight Day
-
Apr 2023 - Apr 2023
Shadowed the battery metals, tankers, and bunker market making desks throughout the day Learnt about how brokers match bids and offers between firms and the importance of relationship management in the brokerage industry Looked at how options, futures and swaps are used by various financial institutions for speculation and hedging in both physical and paper portfolios. Shadowed the battery metals, tankers, and bunker market making desks throughout the day Learnt about how brokers match bids and offers between firms and the importance of relationship management in the brokerage industry Looked at how options, futures and swaps are used by various financial institutions for speculation and hedging in both physical and paper portfolios.
-
-
-
THE CHEQUERS INN (WT) LTD
-
United Kingdom
-
Restaurants
-
1 - 100 Employee
-
Waiter
-
Jan 2022 - Apr 2022
Serve a variety of dishes and explain their contents Help to clear and set up tables Handle check system in kitchen Clean and polish cutlery Serve a variety of dishes and explain their contents Help to clear and set up tables Handle check system in kitchen Clean and polish cutlery
-
-
-
AmplifyME
-
United Kingdom
-
Higher Education
-
1 - 100 Employee
-
AmplifyMe Finance Accelerator
-
Feb 2022 - Feb 2022
Completed the AmplifyMe Finance Accelerator, where I took the roles of Investment Banker and Asset Manager. Overall, I have found that within any future simulations, I will need to work on overall risk management. Completed the AmplifyMe Finance Accelerator, where I took the roles of Investment Banker and Asset Manager. Overall, I have found that within any future simulations, I will need to work on overall risk management.
-
-
-
The Eagle, Amersham
-
United Kingdom
-
Team Member
-
Oct 2020 - Dec 2021
Pour a selection of beers, wines and spirits Take orders and serve food and drinks Operate the pot wash and polish and arrange glasses and cutlery Help to maintain a clean bar and kitchen Pour a selection of beers, wines and spirits Take orders and serve food and drinks Operate the pot wash and polish and arrange glasses and cutlery Help to maintain a clean bar and kitchen
-
-
-
The London Institute of Banking & Finance
-
United Kingdom
-
Financial Services
-
100 - 200 Employee
-
Summer University
-
Aug 2021 - Sep 2021
Completed a three-day work experience opportunity within the London Institute of Banking and Finance. The experience involved lectures including Economics, the Impact of Covid-19 on banking, Fintech, and Marketing in finance and also included talks on careers within the financial sector. The experience also included the chance to be part of a group project where you design your challenger bank and present the idea and marketing to the other groups. We also had a member of Amplify Trading come and join us who took us through simulations of past events and took us through how the markets are reacting to current events and how economics doesn't always match up to reality. Show less
-
-
-
PwC
-
Professional Services
-
700 & Above Employee
-
Virtual Insight Week
-
Jul 2021 - Jul 2021
Throughout the week, we had the chance to look at the different areas of PWC, including audits, deals, emerging technologies, consulting and tax. We also had the opportunity to participate in a Q&A session with directors and partners within the company. Throughout the week, we had the chance to look at the different areas of PWC, including audits, deals, emerging technologies, consulting and tax. We also had the opportunity to participate in a Q&A session with directors and partners within the company.
-
-
-
Springpod
-
United Kingdom
-
Education Administration Programs
-
200 - 300 Employee
-
Student at Springpod Finance Work Experience
-
Feb 2021 - Feb 2021
Completed a 1000-word letter to a potential client for financial advisory. Advised on what to do with recent lottery winnings, with suggestions such as ISAs and university funds for potential children Worked out income taxes for a client for the accountancy task, using the UK tax brackets Completed a 1000-word letter to a potential client for financial advisory. Advised on what to do with recent lottery winnings, with suggestions such as ISAs and university funds for potential children Worked out income taxes for a client for the accountancy task, using the UK tax brackets
-
-
-
Santander UK
-
United Kingdom
-
Banking
-
700 & Above Employee
-
Santander We Evolve: Virtual Week Placement
-
Aug 2020 - Aug 2020
During this week-long placement, I learnt about Santander and its operations by using Google Classroom and Google Meet. Throughout the week, we looked at how many different departments makeup Santander and how they all intertwine. We had two guest speakers come in to talk about project management and risk models and explained how they are vital to running Santander and they keep the bank running smoothly. We also had a virtual assessment centre, helping us to understand what would be asked of us when we do end up doing one. Throughout the week, we also worked on a project surrounding the title 'How to buy a house'. We had to create a presentation explaining all the individual steps required to carry out the purchasing of a house. Not only did I learn the steps and how to apply for a mortgage, but I also learnt how to work on a project within a team with people that I barely knew- this enabled me to learn about how different people view situations and how to work with different ideas to make them work together. The main skills I learnt from this experience were how to actively collaborate and bring passion to what I enjoy doing. Show less
-
-
-
J.P. Morgan
-
United States
-
Financial Services
-
700 & Above Employee
-
J P Morgan Summer of Learning
-
Jun 2020 - Aug 2020
Throughout these webinars, I have learnt vital skills for how to succeed in future working life and how J P Morgan operates as a company. Examples of topics covered include: CV and Interview techniques Financial Markets How to be more resilient Technology at J P Morgan Next Steps at J P Morgan Throughout these webinars, I have learnt vital skills for how to succeed in future working life and how J P Morgan operates as a company. Examples of topics covered include: CV and Interview techniques Financial Markets How to be more resilient Technology at J P Morgan Next Steps at J P Morgan
-
-
-
Santander UK
-
United Kingdom
-
Banking
-
700 & Above Employee
-
Santander We Initiate: Insight Day
-
Jun 2020 - Jun 2020
During this experience, I learnt how Santander operates and how the company has set values that it works within every part of its work. I also learnt about programs which Santander operates and the opportunities for degree apprenticeships and tips for interviews and CVs. During this experience, I learnt how Santander operates and how the company has set values that it works within every part of its work. I also learnt about programs which Santander operates and the opportunities for degree apprenticeships and tips for interviews and CVs.
-
-
Education
-
2022 - 2025
The University of Sheffield
Bachelor of Arts - BA, Economics -
2020 - 2022
Sir Henry Floyd Grammar School
A-Levels, Economics (A), Geography (B), Product Design (B), Core Maths (A) and EPQ (A) -
2018 - 2021
Buckinghamshire Music Trust
Community
