Luke Johns
Senior Associate at Slater Investments Ltd.- Claim this Profile
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Bio
Experience
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Slater Investments Ltd.
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United Kingdom
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Financial Services
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1 - 100 Employee
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Senior Associate
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Jan 2022 - Present
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Associate
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May 2019 - Jan 2022
Slater Investments Limited is an investment management company which provides UK-focused equity products. The company manages pooled funds and segregated portfolios for institutional pension funds and High Net Worth Individuals, as well as a hedge fund.As an Associate in the Operations team, I am responsible for:- Fund and Portfolio administration, reconciliation and reporting;- Fund and client portfolio reconciliations;- Trade administration and instruction;- Compiling monthly fact sheets and client valuations for distribution;- Quarterly client reporting; - Liaising with counterparties to organise company meetings and presentations;- Accounts input, invoicing and payments;- Ad hoc research, data input and configuration and general office duties.All information on Slater Investments and services provided is available at: www.slaterinvestments.com
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Lookers plc
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United Kingdom
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Motor Vehicle Manufacturing
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700 & Above Employee
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Sales Administrator, Mercedes-Benz and Smart
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Oct 2015 - May 2019
Lookers is a multi-franchise main dealer group with franchises for many car manufacturers, ranging from volume marques to the prestige. A FTSE 250 organization, the Group has 161 franchise dealerships and is committed to providing customers with unrivalled service.As a Sales Administrator for Lookers' growing Mercedes-Benz and smart divisions, I was responsible for, amongst other things:- The completion of all handover documents;- Taxing and ensuring all cars are road legal on sale;- Invoicing and setting up insurance products on all sales using Kerridge and other systems;- Working closely with salespeople, Business Managers, General Sales Managers and Site Coordinators to ensure quick turnaround, happy customers and beaten sales targets;- Ensuring data integrity across advertising platforms.
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Marks and Spencer
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United Kingdom
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Retail
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700 & Above Employee
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Operations Assistant
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Oct 2014 - Aug 2015
M&S is one of the UK's leading retailers, with over 1,330 stores worldwide. It offers high quality products to 33 million customers through 852 UK stores and its e-commerce platform. Part of a tight-knit Operations team, I was responsible for:- Taking stock deliveries, including the processing and storage of delivery information;- Ensuring all stock was stored safely and in accordance with M&S company (and legal Health & Safety) guidelines;- Briefing contractors who entered the store to complete works and/or repairs;- Aiding the sales team with their duties when requested
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CeX Webuy.com
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United Kingdom
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Retail
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700 & Above Employee
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Sales Associate
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Nov 2013 - Feb 2014
CeX (webuy.com) is one of the UK's largest technology exchange stores, specialising in gaming equipment and consoles, mobile phones, DVDs, digital electronics and other entertainment products.As part of the sales team, I was responsible for:- Ensuring sales targets were consistently met and/or exceeded;- Assisting customers with their individual shopping needs by offering product-specific advice;- Maintaining an aesthetically-pleasing shop appearance through stock management and arrangement;- Ensuring the highest possible level of customer service and professionalism was delivered at all times
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The War and Peace Revival
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United Kingdom
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Events Coordinator
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Jul 2008 - Jul 2013
The War and Peace Revival is the UK's largest military vehicle and living history exhibition. Running annually at the end of July, it attracts thousands of exhibitors from around the world.Working annually as part of the events team, I am responsible for: - Booking in show vehicles, exhibitors, re-enactors, campers and stallholders;- Distributing important show information and documentation;- Allocating plot space(s) for stallholders, exhibitors and re-enactors;- Handling and trying to resolve attendees complaints;- General sales duties, e.g. handling large amounts of cash, advising on/up-selling tickets to in-show events
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Student Republic
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Entertainment Providers
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1 - 100 Employee
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Events Promoter
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Sep 2011 - Nov 2012
Student Republic is Kent's biggest events company, providing the biggest student nights in Canterbury for the University of Kent (UKC), Canterbury Christ Church University (CCCU) and the University of the Creative Arts (UCA). As part of their large student promotions team, I was responsible for: - Selling and promoting events (via social media and through face-to-face interaction with the public)- Leafleting/flyering to student halls and surrounding student areas - Guestlisting for events- General on-the-night work, e.g. operating tills, ensuring that all event attendees were both safe and enjoying themselves
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Education
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ICAEW
Certificate in Finance, Accounting and Business -
The Chartered Institute for Securities & Investment (The CISI)
Investment Advice Diploma (Level 4) -
The Chartered Institute for Securities & Investment (The CISI)
Investment Operations Certificate (Level 3) -
University of Kent
Master of Arts (MA), International Conflict Analysis -
University of Kent
Bachelor of Arts (BA), History & Politics -
Mascalls School
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The Chartered Institute for Securities & Investment (The CISI)
Investment Advice Dioloma (Level 4)