Experience

Goodbody

• Ireland
• Financial Services
• 200 - 300 Employee

• Active Trading -Wealth Management

  • Jan 2015 - Present

• Wealth Management

  • Feb 2012 - Jan 2015

  Investment Manager/Portfolio Manager

• Corporate Finance Executive

  • Oct 2010 - Feb 2012

  General corporate finance activities across a broad range of sectors. Main activities include company and sector research, valuation, financial modelling, documentation, general project execution and providing support to senior members of project teams.

• Execution Dealer

  • Jun 2006 - Oct 2010

  Private Clients Trade & Execution Department. Worked as an Execution Dealer, a Foreign Stock Trader and Bond Dealer in this busy and stressful area. Gained substantial stock and market knowledge through research and attending various external and in-house seminars. Provision of a professional dealing service to AIB Bank branches and their clients Analysis of client trading patterns to seek quality referrals for other areas of the department Actively traded European… Show more Private Clients Trade & Execution Department. Worked as an Execution Dealer, a Foreign Stock Trader and Bond Dealer in this busy and stressful area. Gained substantial stock and market knowledge through research and attending various external and in-house seminars. Provision of a professional dealing service to AIB Bank branches and their clients Analysis of client trading patterns to seek quality referrals for other areas of the department Actively traded European and Foreign equities as well a bonds for all areas of the Private Clients department. Regular author of the Irish Examiner Market Comment Regular holiday and absence cover for the Goodbody Stockbrokers Principal Trading Desk

• Settlements

  • Nov 2003 - Jun 2006

  Worked as an administrator in the institutional stock settlements department, providing a quality middle office service to traders and counterparties. Responsibilities included: Liaising with traders, sales traders and sale executives to ensure satisfactory trade settlement. Overseeing the whole settlement process from trading to full settlement with a high degree of accuracy Daily preparation of settlement statistics and reports Fielding client and counterparty queries.