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

Front of House

• Jun 2023 - Present

Insight Week

• Aug 2023 - Aug 2023

A four day internship at the London office Shadowed the carbon, steel and coking coal, fertilizer, base metals and fuel oil desks, learning about the influences of various factors on these markets, and the use of physical and cash-settled futures by various financial institutions. Completed a research project for the new transition consultancy desk, analysing the use of cold-ironing within the shipping industry and how this can be used to help firms transition to becoming more environmentally friendly. Learnt about the onboarding process for brokerages and how they minimise the risk they take when analysing firms. Show less

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 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.

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

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

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.

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 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 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