Collaborate with the rest of the team to identify which subject areas the company should focus on and create comprehensive courses for entrepreneurs, particularly in finance and technology, while keeping the target audience in mind and not only in the UK.
Conduct market research to understand the startup, venture capital, tech and financial sectors not only in the UK but also abroad including the US, Middle East, India, Singapore, Korea, Hong Kong and China.
Researching the relevant materials for the relevant courses and to draft course work material for entrepreneurs including financial courses including trading strategies that can be presented online via the company platform.
Investment Analyst
Amplifyme
06.2023 - 07.2023
Provide stockbrokers, fund managers and stock market traders with global financial information, advice and recommendations derived from global investment data.
Keeping up to date with political, financial and economic changes, and their possible impact, making recommendations based on research and an understanding of political and economic events.
Creating financial models and reports that convey complex information succinctly and accurately, analysing company accounts, profit and loss sheets and cash flow information.
Investment Analyst
GWM Asset Management Ltd
08.2021 - 09.2021
Build and maintain financial models to support decision-making and business cases by delivering month end reporting requirements, with insightful variance commentary and analysis to Heads of Department.
Ongoing tracking of spend, measuring the effectiveness of initiatives and business cases, and highlighting in a timely manner any potential opportunities or risks. Provided timely recommendations on buy, hold, or sell actions based on extensive company evaluations and industry research.
Collaborate with stakeholders to understand their needs, challenge assumptions, and provide actionable financial insights. Proactively identify trends, risks, and opportunities within claims financial data, and present recommendations to senior management.
Investment Analyst
Dolfin Financial (UK) Limited
08.2018 - 09.2018
Provide organizations with in-depth economic analysis and insights into publicly traded companies. They analyze fiscal data, prepare detailed reports and make recommendations to investors, fund managers and other company stakeholders.
To analyse financial statements, perform valuations and develop economic models to forecast future performance. Their ability to interpret complex financial data and predict market movements is key to identifying investment opportunities and managing risks.
Collaborate with internal teams to provide market insights and support client interactions. Provide timely updates and revisions to research reports and recommendations, based on new information and market developments.
Investment Analyst
London & Oxford Capital Markets
07.2017 - 07.2017
Investigated allegations to check validity and recommend actions to minimize risk. Developed short-term goals and long-term strategic plans to improve risk control and mitigation.
Supported business continuity planning efforts by conducting risk assessments for critical processes, identifying areas of vulnerability and recommending appropriate mitigation measures.
Employed strong management skills to successfully define and manage ongoing initiatives designed to control global risks. Implemented comprehensive risk reporting system, improving organization's risk visibility and response strategies.
Senior Program Manager/ Sr Project Manager at DXC Infrastructure Sr Project Manager / Program Manager – CIBC Partner for Capital Markets, International & Canadian BANK US, Intra & Wealth Management and Regulatory accountsSenior Program Manager/ Sr Project Manager at DXC Infrastructure Sr Project Manager / Program Manager – CIBC Partner for Capital Markets, International & Canadian BANK US, Intra & Wealth Management and Regulatory accounts