Samuel Keen

Investment Analyst at Courtiers
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Contact Information
Location
Henley-on-Thames, England, United Kingdom, UK

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Bio

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Credentials

  • Chartered Financial Analyst (CFA) Level II
    CFA Institute
    Jul, 2023
    - Oct, 2024
  • Investment Management Certificate
    CFA Institute
    Oct, 2022
    - Oct, 2024
  • Chartered Financial Analyst (CFA) Level I
    CFA Institute
    Aug, 2022
    - Oct, 2024
  • Future IM/Pact Investment Management Virtual Internship Program
    Future IM/Pact
    Sep, 2020
    - Oct, 2024
  • Bloomberg Market Concepts
    Bloomberg LP
    Jun, 2020
    - Oct, 2024

Experience

    • Spain
    • Performing Arts
    • 1 - 100 Employee
    • Investment Analyst
      • Nov 2022 - Present

    • Trainee Investment Analyst
      • Sep 2021 - Nov 2022

    • United Kingdom
    • Retail
    • 700 & Above Employee
    • Part Time Sales Assistant
      • Apr 2016 - Sep 2021

      Worked as a pivotal team member in 9 different stores throughout my years of education displaying versatility, excellent customer service and superb team work skills. Won store of the year for the area in the Amersham store, whilst spearheading the effort and micro-managing several team members. Worked as a pivotal team member in 9 different stores throughout my years of education displaying versatility, excellent customer service and superb team work skills. Won store of the year for the area in the Amersham store, whilst spearheading the effort and micro-managing several team members.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Work Experience
      • Jun 2016 - Jun 2016

      I took part in work experience at Lloyds Banking Group in London, during which I was introduced to numerous different teams within the firm varying from; Central Finance, Group Corporate Treasury and Commercial Finance. I met with senior members of the bank and was also shown examples of balance sheets and the processes behind managing them. I took part in work experience at Lloyds Banking Group in London, during which I was introduced to numerous different teams within the firm varying from; Central Finance, Group Corporate Treasury and Commercial Finance. I met with senior members of the bank and was also shown examples of balance sheets and the processes behind managing them.

    • United Kingdom
    • Retail
    • 1 - 100 Employee
    • Service Assistant
      • May 2015 - Apr 2016

      Worked alongside my School studies, recruited a friend to also join the team, was placed in trustworthy positions handling cash and dealing with regular customers accounts', established discounts in certain situations for specific customers which developed my customer service skills. Worked alongside my School studies, recruited a friend to also join the team, was placed in trustworthy positions handling cash and dealing with regular customers accounts', established discounts in certain situations for specific customers which developed my customer service skills.

    • Retail Assistant
      • Dec 2014 - May 2015

      Worked in a customer facing role pushing sales on the shop floor, helping to organise displays and different sections throughout the store. Worked during extremely busy sale periods following Christmas. Worked in a customer facing role pushing sales on the shop floor, helping to organise displays and different sections throughout the store. Worked during extremely busy sale periods following Christmas.

Education

  • Loughborough University
    MSc, Finance & Investment
    2020 - 2021
  • University of Southampton
    BSc, Economics
    2017 - 2020
  • John Hampden Grammar School
    A Levels

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