Hashim Sharif
London
Summary
Motivated finance professional with a Level 3 Data Technician qualification, showcasing strong analytical and technical skills. Proven ability to drive positive change in the banking and finance industry through data-driven insights. Committed to enhancing organizational financial health and client success. Actively pursuing opportunities to deepen expertise in investment banking and advance a long-term career in finance.
Overview
4
4
years of professional experience
Work History
Credit Business Analyst
UBP
London
08.2025 - Current
- Head producing and issuing accurate client arrears communications, ensuring compliance with regulatory standards.
- Producing detailed yearly client mortgage statements with high levels of accuracy in a high-pressure, time-sensitive environment to ensure regulatory standards are met.
- Documented process flows and created user manuals to support effective change management.
- Collaborated with IT specialists to design and refine system specifications for business applications.
- Monthly maintenance of current templates.
- Proficiency in credit monitoring tools such as Atlas and Olympic.
- Review and validate financial data to minimise errors, and ensure adherence to internal controls and audit requirements.
- Utilised advanced Excel functions to manipulate large datasets for insightful reporting.
- Wrote new manuals, definitions and SOPs guiding individual job titles on expectations and processes.
- Presented findings and recommendations to senior management through compelling presentations.
- Highlight any issues or abnormalities to relevant teams and work as a collective to ensure a solution is found in a timely manner.
Client Reporting Analyst
SG Kleinwort Hambros
London
07.2024 - 08.2025
- Produce portfolio review packs (PRPs) for use at client portfolio review meetings.
- Supervise the PRP process for the IM team, including the updating of key slides and data, and sharing this with other team members (London, CI, GIB).
- Manage workflows on a daily basis, taking into account the team's work capacity and the urgency of needed documents.
- Fix any PRP production issues, or escalate within IM and commercial, if necessary.
- Create instruction documents and lead training sessions for new team members on the PRP process.
- Continuously improve the PRP template as necessary: design, style, content, and regulatory changes.
- Produce monthly management information on PRP volumes, lead times.
- Work with the portfolio construction team on technical changes, improvements to the PRP tool.
- Assist with the production of other investment management, client literature.
- Update and maintain our in-house fund deck, which is updated monthly.
- Applied advanced Excel skills to manage data using pivot tables, VLOOKSUPs, SUMIFS and Index Match.
- Streamlined reporting processes through automation, significantly reducing time spent on manual data entry and validation.
Marketing Assistant
SG Kleinwort Hambros
City
07.2022 - 07.2024
- Designed client-facing collateral and pitch documents to support front office and investment teams.
- Reviewed and updated marketing literature across pitch presentations, brochures, factsheets.
- Coordinated RFPs and DDQs working closely with various departments.
- Supported the marketing team in delivering key marketing projects.
- Designed literature for all client segments, including brochures, presentations, factsheets, flyers, and newsletters.
- Liaised with design agencies and printers to maintain stock of literature.
- Provided timely marketing support to CRMs and Investment Managers.
- Proactively designed documents to professional standards and streamlined marketing team activity.
Level 3 Data Technician
Fitch Learning
London
07.2022 - 07.2024
- Grade : Merit
Education
Level 3 Data Technician -
Fitch Learning
London07.2024
GCSE and A Level - Psychology, Politics, Economics
Hampstead School
London06.2022
Skills
- Microsoft Excel
- Microsoft PowerPoint
- Time Management
- Communication & Teamwork
- Data analysis
- Regulatory compliance
- Workflow management
- Team collaboration
- Problem solving
- Template design
- Decision making under pressure
- Microsoft Word
Languages
English
Urdu
Custom Section
https://uk.linkedin.com/in/hashim-sharif
References
Available on request.
Timeline
Credit Business Analyst
UBP
08.2025 - Current
Client Reporting Analyst
SG Kleinwort Hambros
07.2024 - 08.2025
Marketing Assistant
SG Kleinwort Hambros
07.2022 - 07.2024
Level 3 Data Technician
Fitch Learning
07.2022 - 07.2024
Level 3 Data Technician -
Fitch Learning
GCSE and A Level - Psychology, Politics, Economics
Hampstead School