Experience

British International Investment

• United Kingdom
• Financial Services
• 300 - 400 Employee

• Investment Associate

  • Sep 2021 - Present



USS Investment Management

• London, United Kingdom

• Investment Associate

  • Apr 2018 - Sep 2021

  Investment execution focussed on private equity, private credit and infrastructure assets Investment execution focussed on private equity, private credit and infrastructure assets



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Investment Banking Analyst

  • Aug 2016 - Apr 2018

  Investment Banking analyst graduate programme with rotations across Debt Capital Markets, Project & Export Finance, Real Estate Financing and M&A execution Investment Banking analyst graduate programme with rotations across Debt Capital Markets, Project & Export Finance, Real Estate Financing and M&A execution



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Fixed-Term Financial Advisory Analyst

  • Dec 2015 - Jul 2016

  Fixed-Term analyst in Transaction Services. Developed skills of financial statement analysis, conducting industry and company research through assisting teams working on due diligence in mergers, acquisitions and capital markets transactions. Responsibilities included: Updating (excel) cost models for various projects, reviewing and signalling accuracy of reports, assisting in the creation of excel data books, compiling information for proposals and client presentations, undertaking research on target companies. In a small team, helped research and summarise key infrastructure transactions in Europe in a monthly publication (the Deloitte infrastructure Deal Tracker) for infrastructure investment clients. Show less



Bluebox Corporate Finance

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Corporate Finance Intern

  • Jun 2014 - Aug 2014

  Joining a team involved in deals and transactions varying from Mergers and Acquisitions to raising equity capital I provided assistance on deal execution and origination tasks including: Researching potential buyers for a client based on financial profiles, management teams and geographies. Conducting market research on recent software company deal multiples for a Technology Media & Telecommunications (TMT) client. Researching over 100 potential acquirers in the snacks industry and narrowing the list down to 30 companies using financial and strategic criteria such as revenue growth and EBITDA margins. Drafting management presentations for use in client presentations to potential buyers. Reviewing information memoranda. Preparing research and market analysis for pitch books . Show less



Deloitte Green Dot Society

• Southampton, United Kingdom

• President

  • Apr 2013 - May 2014

  As the first President of this new society tasked with enhancing student employability I provided leadership and strategic overview for the society’s activities. The society created and organised events on campus; developing students' skills and bridging Southampton Management students and Deloitte. I delegated roles to the society's committee, other tasks included: together with the committee presenting our case for sponsorship to Deloitte professionals and securing £2,000 of funding for the academic year, presenting at events for the society's 180+ students, preparing termly reports on the society's meeting of strategic and financial objectives and overseeing our marketing campaigns. Show less



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Summer Finance Analyst

  • Jun 2013 - Aug 2013

  Part of the finance division's change management project team, implementing new accounting systems. My responsibilities and achievements include: Researching expenses for a concurrent general ledger project. Then collating and enriching this data through excel for presentation to senior management; resulting in a reimbursement for the project. Creating a training site for future software users based on information from my manager as to key requirements; saving 5 hours a week in time spent by managers and Vice Presidents answering queries. Analysing currency management systems and with a team member concluding how the status of different trade events should affect reported transactional risk. Calculating metrics of successful test cases and, using excel, enriching data for managers’ quick review. Communicating via email and conference calls with team members in London & New York to produce instructional documentation. Presenting to peers and finance division members providing an overview of the project my team was working on. Completing introductory Financial Markets, Asset Management, Asset Allocation and Alternative Investment courses. Show less



University of Southampton Annual Giving

• Highfield, Southampton

• Student Caller

  • Sep 2012 - May 2013

  Contacting alumni and having cordial interactions I would inform, encourage and negotiate with alumni to make a donation to the university. This has versed me well in building rapport with others; developing my communication skills and teamwork ability. I frequently made quick calculations varying from total value of individual donations to donation values with gift aid. With my contributions the team surpassed the previous year’s donation targets. Contacting alumni and having cordial interactions I would inform, encourage and negotiate with alumni to make a donation to the university. This has versed me well in building rapport with others; developing my communication skills and teamwork ability. I frequently made quick calculations varying from total value of individual donations to donation values with gift aid. With my contributions the team surpassed the previous year’s donation targets.



BDO UK LLP

• United Kingdom
• Accounting
• 700 & Above Employee

• Insight Student

  • Aug 2012 - Aug 2012

  Completed a summer insight at BDO; gaining an insight from professionals in each of the key professional services divisions. I gained a foundation in practical application of accounting. Furthermore, I received presentations on the application of financial statements analysis. Working with a team of other students delivered a commercial awareness presentation analysing the impact of contemporary financial events. I was taught, by experienced professionals, some of the different approaches through which financial institutions add value for clients. Show less