Summary
Overview
Work history
Education
Skills
Timeline
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Issa Yusuf

London,Wandsworth

Summary

As a final-year BA Economics and International Development student poised for a 2:1, I bring a proactive, ambitious nature with a keen problem-solving aptitude and a 'can-do' spirit. With a genuine interest in private markets, current affairs, gaining a CFA qualification and an analytical mindset, I am eager to join AXA as an Impact Equities Trainee. Throughout my university journey, I have refined my analytical prowess, critical thinking, and communication skills through independent research, presentations, and essay writing. My three years of diverse experience in the financial services industry, from roles in retail banking to investment management firms, highlight my adaptability and ability to exceed client expectations. I am dedicated to staying updated on global affairs to enhance my commercial awareness, while my proactive approach to tasks underscores my commitment to team success and leadership. My unwavering dedication to upholding ethical standards drives me to excel in any environment, reflecting my integrity and maturity. Additionally, my expertise in financial modeling and ability to thrive in high-pressure environments further demonstrate my readiness to contribute effectively to MIO's team.

Overview

4
4
years of post-secondary education

Work history

Personal Banker

NatWest
Hove
2 2022 - Current
  • Initiated and conducted proactive conversations with customers to gain insights into their needs and preferences, demonstrating a keen understanding of customer requirements.
  • Assisted customers with a wide range of general banking requests, including payments, balance inquiries, and transfers, showcasing a comprehensive knowledge of banking procedures.
  • Educated customers on various banking channels and services, highlighting my commitment to ensuring they make informed decisions about their banking options.
  • Identified opportunities to enhance customer relationships by introducing simple financial products, fostering collaboration with cross-functional teams for a cohesive customer experience.
  • Actively participated in team-based initiatives, contributing to a seamless and efficient customer journey through effective communication and cooperation.
  • Demonstrated ambition and drive by thoroughly researching financial products, ensuring accurate and reliable guidance to clients in navigating complex financial decisions.

Distribution Trainee

Brooks Macdonald Group
London
1 2021 - 1 2022
  • Applied analytical skills to identify areas for improvement in existing systems, leading to an overhaul that increased accuracy and reduced costs and waste.
  • Developed strategic solutions for enhancing client relationships, addressing challenges, and optimising processes for greater efficiency.
  • Engaged effectively with varied stakeholders, ensuring alignment of objectives and fostering positive relationships in client interactions
  • Demonstrated a proactive approach in editing marketing documents to tailor them to specific services for prospective clients.
  • Took responsibility for presenting pitches to the wider team and clients, showcasing initiative in client engagement and communication.
  • Ensured clients' and companies' details were consistently up to date, highlighting meticulous attention to detail and organisational proficiency.
  • Exhibited effective communication skills in presenting pitches to the wider team and clients, ensuring clear and persuasive communication about the agenda.



Education

Bachelor of Arts - Economics and International Development

University of Sussex
Brighton
09.2021 - 05.2024

Global Governance: Power, Structure & Agency

Universität Zu Berlin
Berlin
07.2022 - 08.2022

A-Levels -

The St Marylebone CofE School
London
09.2018 - 03.2020

GCSEs -

Fulham College Boys' School
London

Skills

  • Strong analytical skills
  • Critical thinking
  • Effective communicator
  • Team player
  • Proficient use of Microsoft Word, Excel, PowerPoint, and Microsoft Dynamix
  • Detail oriented
  • Proficient use of Power BI
  • Presenting Skills
  • Proficient use of Bloomberg
  • Leadership

Timeline

Global Governance: Power, Structure & Agency

Universität Zu Berlin
07.2022 - 08.2022

Bachelor of Arts - Economics and International Development

University of Sussex
09.2021 - 05.2024

A-Levels -

The St Marylebone CofE School
09.2018 - 03.2020

Personal Banker

NatWest
2 2022 - Current

Distribution Trainee

Brooks Macdonald Group
1 2021 - 1 2022

GCSEs -

Fulham College Boys' School
Issa Yusuf