Summary
Overview
Work history
Education
Skills
Websites
Certification
ADDITIONAL INFORMATION
Affiliations
Timeline
Generic

IOANNIS VALAIS

Glasgow,UK

Summary

MSc Investment & Finance graduate currently working within Morgan Stanley (via Mthree) in Privileged Access Management, supporting risk, controls, and governance across critical financial systems. Strong analytical background in financial markets, with experience in data analysis, process improvement, and project management. Seeking to transition into finance-focused roles within banking or investment management.

Overview

7
7
years of professional experience
1
1
year of post-secondary education
1
1
Certification

Work history

Privileged Access Manager

Morgan Stanley
Glasgow
10.2024 - 05.2026
  • Assisted in supporting risk and control frameworks for privileged access across data systems.
  • Aided in process improvements within change governance procedures.
  • Conducted Excel-based data analysis to track KPIs and report team performance.
  • Facilitated onboarding of systems supporting project management and delivery across teams.

Audit Intern

Deloitte Greece
Athens
05.2023 - 07.2023
  • Conducted audit engagements to assess financial statements and internal controls effectively.

Accounting Intern

Eurobulk Ltd
Athens
05.2019 - 08.2019
  • Assist with financial documentation and invoice processing to enhance operational efficiency and maintain compliance.

Education

MSc - Investment & Finance

University of Strathclyde
Glasgow, Glasgow City
09.2023 - 08.2024

BA (Hons) - Economics

University of Glasgow
Glasgow

Skills

  • Financial markets and asset management
  • Risk management and controls
  • Data analysis and Power BI
  • Project management
  • Process improvement
  • Advanced Excel proficiency
  • Advanced analytics

Certification

  • - ITIL 4 Foundation Certification
  • - AmplifyME – Financial Markets Simulation (Digital Badge)
  • - Advanced Excel & Power BI (LinkedIn Learning)

ADDITIONAL INFORMATION

Languages: Greek (Native), English (Fluent), German (B1)

Affiliations

  • Interests: Competitive basketball (SLBA league, Glasgow), Swimming and Martial Arts, Cinema

Timeline

Privileged Access Manager

Morgan Stanley
10.2024 - 05.2026

MSc - Investment & Finance

University of Strathclyde
09.2023 - 08.2024

Audit Intern

Deloitte Greece
05.2023 - 07.2023

Accounting Intern

Eurobulk Ltd
05.2019 - 08.2019

BA (Hons) - Economics

University of Glasgow
IOANNIS VALAIS