Leann Stewart
Investment Research Analyst (Private Equity) at Warwick Hedge Fund Society- Claim this Profile
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Experience
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Warwick Hedge Fund Society
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United Kingdom
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Investment Management
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1 - 100 Employee
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Investment Research Analyst (Private Equity)
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Nov 2022 - Present
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SEO London
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United Kingdom
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Civic and Social Organizations
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700 & Above Employee
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SEO London Candidate
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Nov 2022 - Present
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Pioneer
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United States
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Manufacturing
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1 - 100 Employee
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Head of Events
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Sep 2022 - Present
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Work Experience
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Aug 2022 - Aug 2022
1-week virtual and in-office work experience event. 1-week virtual and in-office work experience event.
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St. James’s Place
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United Kingdom
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Financial Services
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700 & Above Employee
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Summer Internship
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Jul 2022 - Jul 2022
4-week internship in valuations and operations. 4-week internship in valuations and operations.
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Step In Step Up
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Jul 2022 - Jul 2022
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Osborne Clarke
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United Kingdom
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Law Practice
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700 & Above Employee
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Insight into Legal Practice Program
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Feb 2022 - Feb 2022
- Gained insight into the key skills required for lawyers - Learned about commercial awareness and carried out a PESTLE analysis of Microsoft in a small team - Learned about commercial contracts and reviewed a mock contract both independently as well as part of a team - Wrote a memo outlining anything in the contract which was incorrect, unreasonable, or commercially beneficial to the client. - Gained insight into the key skills required for lawyers - Learned about commercial awareness and carried out a PESTLE analysis of Microsoft in a small team - Learned about commercial contracts and reviewed a mock contract both independently as well as part of a team - Wrote a memo outlining anything in the contract which was incorrect, unreasonable, or commercially beneficial to the client.
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Goldman Sachs
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United States
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Financial Services
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700 & Above Employee
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Pre-University Women's Event
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Feb 2021 - Feb 2021
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Insight Day
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Oct 2020 - Oct 2020
- Gained insight on how to jumpstart a career in the finance sector. - Learned how the finance sector has been affected by Covid-19 and mid-term predictions regarding the recovery of banks. - Developed presentation and communication skills by producing a PowerPoint presentation on the concept for a ‘Challenger Bank’ that I created. - Gained insight on how to jumpstart a career in the finance sector. - Learned how the finance sector has been affected by Covid-19 and mid-term predictions regarding the recovery of banks. - Developed presentation and communication skills by producing a PowerPoint presentation on the concept for a ‘Challenger Bank’ that I created.
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InvestIN Education
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United States
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Financial Services
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Young Investment Banker Programme
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Aug 2020 - Aug 2020
- Applied financial concepts under pressure during an asset management simulation used for recruitment at major investment banks. - Developed teamwork skills in a competitive hedge fund investment exercise. - Used analytical skills to participate in a simulated corporate merger. - Gained experience of trading floor roles through a real-time interactive trading activity. - Developed interpersonal skills through interacting with investment bankers from a variety of backgrounds and… Show more - Applied financial concepts under pressure during an asset management simulation used for recruitment at major investment banks. - Developed teamwork skills in a competitive hedge fund investment exercise. - Used analytical skills to participate in a simulated corporate merger. - Gained experience of trading floor roles through a real-time interactive trading activity. - Developed interpersonal skills through interacting with investment bankers from a variety of backgrounds and with other interns. Show less - Applied financial concepts under pressure during an asset management simulation used for recruitment at major investment banks. - Developed teamwork skills in a competitive hedge fund investment exercise. - Used analytical skills to participate in a simulated corporate merger. - Gained experience of trading floor roles through a real-time interactive trading activity. - Developed interpersonal skills through interacting with investment bankers from a variety of backgrounds and… Show more - Applied financial concepts under pressure during an asset management simulation used for recruitment at major investment banks. - Developed teamwork skills in a competitive hedge fund investment exercise. - Used analytical skills to participate in a simulated corporate merger. - Gained experience of trading floor roles through a real-time interactive trading activity. - Developed interpersonal skills through interacting with investment bankers from a variety of backgrounds and with other interns. Show less
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Citi
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Mexico
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IT Services and IT Consulting
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100 - 200 Employee
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Online Programme
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Aug 2020 - Aug 2020
- Developed analytical skills through preparing a company and industry overview page and considering M&A rationale. - Used peer benchmarking when electing a trading and transaction comparables universe. - Performed a discounted cash flow analysis. - Constructed a portfolio that tracks an index, whilst considering the specific needs of the client. - Constructed an email to a Managing Director that outlines my portfolio and provides an explanation for its construction. - Developed analytical skills through preparing a company and industry overview page and considering M&A rationale. - Used peer benchmarking when electing a trading and transaction comparables universe. - Performed a discounted cash flow analysis. - Constructed a portfolio that tracks an index, whilst considering the specific needs of the client. - Constructed an email to a Managing Director that outlines my portfolio and provides an explanation for its construction.
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OpenLearn
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Australia
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E-Learning Providers
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1 - 100 Employee
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Online Programme
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Aug 2020 - Aug 2020
- Recognizing how typical client objectives and constraints impacts on asset allocation and portfolio choice. - Setting client risk and return objectives in the context of an asset allocation process. - Describing the reasons for a written investment policy statement and its major components. - Recognizing how typical client objectives and constraints impacts on asset allocation and portfolio choice. - Setting client risk and return objectives in the context of an asset allocation process. - Describing the reasons for a written investment policy statement and its major components.
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Future IM/Pact
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Australia
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Investment Management
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1 - 100 Employee
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Online Programme
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Jul 2020 - Aug 2020
- Developed an understanding of the investment management value chain from super money received to retirement incomes paid. - Gained experience of the key players involved in generating value and the role they play in the industry. - Used analytical skills to prepare a research note on a corporate bond issuance after conducting an initial screen of each issuer, building a yield curve in Excel and choosing a bond (while also considering macro implications). - Analysed proposed deals and… Show more - Developed an understanding of the investment management value chain from super money received to retirement incomes paid. - Gained experience of the key players involved in generating value and the role they play in the industry. - Used analytical skills to prepare a research note on a corporate bond issuance after conducting an initial screen of each issuer, building a yield curve in Excel and choosing a bond (while also considering macro implications). - Analysed proposed deals and formed views on how major announcements by a stock might impact financial performance and market position of the relevant business, as well as the investment cases. Show less - Developed an understanding of the investment management value chain from super money received to retirement incomes paid. - Gained experience of the key players involved in generating value and the role they play in the industry. - Used analytical skills to prepare a research note on a corporate bond issuance after conducting an initial screen of each issuer, building a yield curve in Excel and choosing a bond (while also considering macro implications). - Analysed proposed deals and… Show more - Developed an understanding of the investment management value chain from super money received to retirement incomes paid. - Gained experience of the key players involved in generating value and the role they play in the industry. - Used analytical skills to prepare a research note on a corporate bond issuance after conducting an initial screen of each issuer, building a yield curve in Excel and choosing a bond (while also considering macro implications). - Analysed proposed deals and formed views on how major announcements by a stock might impact financial performance and market position of the relevant business, as well as the investment cases. Show less
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Education
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University of Warwick
Bachelor of Science - BS, Economics -
Nottingham High School
A-level, (Economics, Maths, Further Maths, History) -
The West Bridgford School
GCSE, (11 GCSES + Further Maths Qualification)