Aryeh Holder
EDGWARE,London
Summary
Investment Graduate with 2 years of experience supporting high-performing equity and fixed income strategies at Fidelity International. Skilled in financial modelling, stock analysis, and sector research, with a strong interest in global financial companies and long-term investing. Proven ability to communicate investment insights clearly, collaborate with portfolio managers and sales teams, and take initiative on impactful projects. Highly proficient in Excel (including VBA) and Bloomberg. CFA Level I (95th percentile) and First-Class Accounting & Finance graduate from LSE.
Overview
3
3
years of professional experience
10
10
years of post-secondary education
Work history
Investment Directing Graduate
Fidelity International
09.2023 - Current
- Conducted research and market analysis to support fund strategic positioning, often leveraging Bloomberg and Excel to extract, model, and interpret fund data.
- Collaborated with product and investment teams to refine fund messaging and identify compelling long-term value opportunities across global markets.
- Supprted high-growth funds by adressing client queries, delivering performance updates and driving marketing initatives to increase visibility and attract invesmtnets.
- Automated recurring investment processes using Excel VBA, significantly improving efficiency across the team.
- Initiated and led a division-wide reverse mentoring programme, recognised by senior leadership for fostering knowledge exchange and innovative thinking across teams.
Business Management Intern
Fidelity International
06.2022 - 08.2022
- Researched how to engage better younger clients (18–25 age group), using survey data and behavioural metrics to identify trends and support recommendations—several of which were adopted by the business. Presented findings to senior staff as part of a final project.
- Actively participated in industry workshops to deepen knowledge of investment tools, financial analysis, and market trends.
Education
Bachelor of Science - Accounting and Finance
London School Of Economics (LSE)
09.2020 - 07.2023
A-Levels and GCSE -
Hasmonean High School
09.2011 - 07.2018
Skills
- CFA Level 1 (Awarded July 2024)
- Financial Edge Modelling and Valuations Training
- Microsoft Excel, Word and PowerPoint
- Bloomberg and Refinitiv
- R Studio and Stata Data Software
Timeline
Investment Directing Graduate
Fidelity International
09.2023 - Current
Business Management Intern
Fidelity International
06.2022 - 08.2022
Bachelor of Science - Accounting and Finance
London School Of Economics (LSE)
09.2020 - 07.2023
A-Levels and GCSE -
Hasmonean High School
09.2011 - 07.2018
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