Experience

Dolfin

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Operations Analyst

  • May 2020 - Present



Columbia Threadneedle Investments EMEA APAC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Corporate Action Analyst

  • Oct 2018 - May 2020

  Investigating and processing corporate actions for both fixed income and equities. Required to undertake in cash and position reconcilliation tasks, and dealing with custodian queries and issues. Part of a project to help improve efficiency and streamline BAU and control processes using Aladdin by maximising the customisability and personalisation options. Extensive experience using Aladdin and swift messaging for corporate actions events. Investigating and processing corporate actions for both fixed income and equities. Required to undertake in cash and position reconcilliation tasks, and dealing with custodian queries and issues. Part of a project to help improve efficiency and streamline BAU and control processes using Aladdin by maximising the customisability and personalisation options. Extensive experience using Aladdin and swift messaging for corporate actions events.



Amplify Trading

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Summer Intern

  • Aug 2018 - Sep 2018

  Researching and monitoring numerous global macroeconomic events in order to effectievly produce daily and weekly trading strategies and make informed investment decisions.Personally focussing on trading UK, US and German equity indices and government bonds, oil, gold and the major currency pairs (GBPUSD, EURUSD and JPYUSD) through the futures market.Took part in market-leading simulations to experience and learn skills required in portfolio management, such as risk management and the importance of diversification.



QUMMIF | Investment Fund

• Investment Management
• 1 - 100 Employee

• Equity Research Analyst

  • Oct 2017 - Jun 2018

  Performed several valuation methods to gauge the value of a company. In particular I created my own discounted cash flow model in excel, as well as performed analysis using the multiples valuation approach (EV/Sales, EV/EBIT etc.).Required to work in a team to present valuation findings, targets and recommendations in 21 page investment report, along with industry breakdowns, economic outlook and risks. Investment decisions were made using the report.Wide experience using Bloomberg terminal, in particular gaining exposure to reading and understanding company balance sheets.Presented findings and recommendations through a presentation to current professionals within the equity research industry.



Glenmark Pharmaceuticals

• India
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Demand Planning Assistant

  • Jul 2015 - Sep 2015

  Gained a large amount of experience in using Microsoft Excel. Specific skills used included: Macros, VLOOKUPs and pivot tables. Gained a large amount of experience in using Microsoft Excel. Specific skills used included: Macros, VLOOKUPs and pivot tables.