Entry-level finance professional with practical investment management experience. Seeking opportunities in asset management and financial services.
Overview
1
1
year of professional experience
Work history
Investment Management Intern
Border to Coast Pension Partnership
Leeds, West Yorkshire
06.2025 - 08.2025
Completed a 10.5-week rotational internship across Research, Alternatives, Externals, Portfolio Risk, and Client Relationship Management, gaining broad exposure to asset management operations and client-focused investment processes.
Research: Produced ESG-focused presentation comparing fast-fashion companies and assessing implications for future industry direction.
Alternatives & Externals: Reviewed fund manager updates, contributed to quarterly reporting, and assessed external managers for future investment decisions.
Portfolio Risk: Built stock risk profiles using Bloomberg, Power BI, and Excel to analyse investment risks across asset classes.
Client Relationship Management: Observed client meetings and designed a pension fund scheme with justified asset allocation choices for different stakeholders.
Retail volunteer
Cats Protection
Headingley, Leeds
11.2024 - 05.2025
Processed cash transactions, ensuring accurate handling of payments.
Arranged product displays to increase visibility and sales.
Improved store appearance with regular cleaning tasks.
Contributed towards maintaining an orderly back-stock area aiding easier access to merchandise.
Retail assistant
East Coast Gelato
Hunstanton, Norfolk
06.2024 - 08.2024
Provided coverage during peak times to manage customer flow effectively.
Handled cash register operations efficiently, minimising queue lengths at checkouts.
Managed inventory for streamlined store operations.