Leann Stewart

Investment Research Analyst (Private Equity) at Warwick Hedge Fund Society
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Location
Nottingham, England, United Kingdom, UK

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Experience

    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Investment Research Analyst (Private Equity)
      • Nov 2022 - Present
    • United Kingdom
    • Civic and Social Organizations
    • 700 & Above Employee
    • SEO London Candidate
      • Nov 2022 - Present
    • United States
    • Manufacturing
    • 1 - 100 Employee
    • Head of Events
      • Sep 2022 - Present
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Work Experience
      • Aug 2022 - Aug 2022

      1-week virtual and in-office work experience event. 1-week virtual and in-office work experience event.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Summer Internship
      • Jul 2022 - Jul 2022

      4-week internship in valuations and operations. 4-week internship in valuations and operations.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Step In Step Up
      • Jul 2022 - Jul 2022
    • United Kingdom
    • Law Practice
    • 700 & Above Employee
    • Insight into Legal Practice Program
      • 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.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Pre-University Women's Event
      • Feb 2021 - Feb 2021
    • Insight Day
      • 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.

    • United States
    • Financial Services
    • Young Investment Banker Programme
      • 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

    • Mexico
    • IT Services and IT Consulting
    • 100 - 200 Employee
    • Online Programme
      • 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.

    • Australia
    • E-Learning Providers
    • 1 - 100 Employee
    • Online Programme
      • 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.

    • Australia
    • Investment Management
    • 1 - 100 Employee
    • Online Programme
      • 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

Education

  • University of Warwick
    Bachelor of Science - BS, Economics
    2022 - 2025
  • Nottingham High School
    A-level, (Economics, Maths, Further Maths, History)
    2020 - 2022
  • The West Bridgford School
    GCSE, (11 GCSES + Further Maths Qualification)
    2015 - 2020

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