JAAN PAUL

- observed over the wealth management processes of high net worth individuals, gaining insight into personalised investment strategies and long term stable financial planning

- gained exposure to clients relationship management and the true importance of tailoring personal investment strategies to different financial objectives of a wide range of varied clients

- overall strengthened my commercial and economic awareness through discussion on financial markets

- Completed practical investment banking simulations focused on valuation methodologies

- applied introductory discounted cash flows and company analysis techniques to assess a firms value and estimated profitability

- developed an understanding of the the mergers and acquisition process involved within the private sector transaction processes such as auction processes and targeted information

- Managed and organised financial documentation, developing strong attention to detail and an appreciation for the importance of accuracy in client-facing financial services.

- Assisted in the preparation of client review packs and supporting documentation for financial advisory meetings

- Reviewed investment reports and market commentary to strengthen commercial awareness and analytical thinking.

- crated due diligence reports on potential stocks, shares and financial assets

• Attended insight sessions on audit, tax, and advisory practices.
• Engaged in Q&As with firm professionals and learned about career paths within finance.
• Explored real world business case studies, strengthening analytical and critical thinking skills
• Gained understanding of key fundamental's involved in audit, accounting, and financial consultancy.