Adam Elahi
London,City of London
Overview
1
1
year of professional experience
5
5
years of post-secondary education
Work history
Financial Planning Analyst Intern
Altor Wealth Management
11.2023 - Current
- Analysing client numerical data on asset and wealth investment performance, and preparing client review packs that encompass performance, cost, and social impact reporting, thoroughly understanding investment finance
- Shadowing senior colleagues in client interactions learning communication and client-facing interpersonal skills
- Proficiency in Microsoft Excel and PowerPoint to interpret and present client data in client presentations
- Analysing client data to plan and implement individual pension, ISA, and capital gains tax planning, paying strong attention to detail, ensuring a high level of accuracy, and strong analytical skillset
- Exhibiting high levels of data analytics for investment management and tax mitigation, interpersonal skills to collaborate with senior colleagues and other interns, in 10 person team
- Strong ability to efficiently multi-task to multiple deadlines.
Commis Waiter
Corinthia Hotel London
London
03.2023 - Current
- Exhibiting excellent guest service, at Forbes standard 5-star dining, for high-profile international guests paying up to £3K a night rate, and over £10,000 private dining bookings, with high organisation and energy
- Showcasing exceptional interpersonal and communication skills, in providing guests with excellent service and friendly conversation, and team working with an international team, collaborating under pressure and intensity
- Training new staff and agency workers, ensuring following of company standards, as well as delegating tasks and exercising responsibility and accountability for dining room and buffet set up
- Adapting to unique and demanding guest requests, being flexible to ensure guest satisfaction, whilst paying strong attention to detail to ensure 5-star standards are maintained.
Sales and Marketing Intern
Coldwell Banker Southbank
London
07.2023 - 09.2023
- Shadowed senior lettings and estate agents learning sales and negotiation techniques on luxury properties
- Independently conducting luxury standard property viewings to high-profile international clientele for sales on properties up to £17,000,000, with potential commissions of £300,000 for the firm
- Ensuring complete knowledge of properties and developments to answer questions and provide solutions to specific applicant problems
- Built strong relationships with tenants and landlords, which led to new instructions and referrals by tenants to other potential applicants
- Excellent verbal and written communication skills over the phone and email to organise viewings and meetings, organising over 30 viewings.
- Consulting with clients on applicant needs and desires for property and applying that information to find suitable available properties
- Proficiently using Excel to input client and landlord data, into company databases, following company standards for over 300 managed properties.
Education
Bachelor of Arts - Accounting and Management
Henley Business School, University of Reading
Reading 09.2022 - 06.2025
A-Levels - Psychology, Economics, History
Emanuel School
London 09.2020 - 08.2022
Skills
- Duke of Edinburgh Bronze Award – D of E expedition, assuming the leadership role of the group, ensuring correct mapping of the trek, timetabling breaks to ensure on-time completion and safety of the group
- RED Award – The Reading Experience and Development Award on track to gain certification upon graduation, displaying proactive internship experience, and development workshops and events
- IT Skills – proficient in MS Excel, MS Word, MS PowerPoint and Canva editing and design
- Grade 5 Drummer - practising and preparing for examinations, performing in secondary school jazz orchestra, with over 30 members, performing across venues in London
- Competing in London Youth Games - representing Wandsworth borough, and finishing top 30 in London in 5k run
Affiliations
- Member of the Entrepreneurial Society - attending talks and networking events, with CEOs and Directors of companies from a range of industries, showing intellectual curiosity, and self-motivation.
- Member of the Investment Society - participating in investment discussions, and trading simulations.
- Member of the Consulting Society - participating in interactive workshops with professional consultants, from firms such as Deloitte and Atkins, learning about real case studies.
- Choir Singer - choir member of the London Youth Bach Choir performing in the Royal Festival, Royal Albert Hall and Royal Opera House, and school Choir singer performing in 3 tours around Europe.
- Sport – Vice-captain of secondary school A team rugby, vice-captain for University Law football team, frequent weight trainer, captain of the 5-a-side football team.
Timeline
Financial Planning Analyst Intern
Altor Wealth Management
11.2023 - Current
Sales and Marketing Intern
Coldwell Banker Southbank
07.2023 - 09.2023
Commis Waiter
Corinthia Hotel London
03.2023 - Current
Bachelor of Arts - Accounting and Management
Henley Business School, University of Reading
09.2022 - 06.2025
A-Levels - Psychology, Economics, History
Emanuel School
09.2020 - 08.2022
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