Matthew Lobo
Slough,Berkshire
Summary
Second-year Economics student at the University of Surrey, predicted a First, and currently a Financial Planning Intern at MLP Wealth Management. Developing practical experience in wealth management, financial analysis, and client support alongside a strong academic foundation in economics and econometrics. Highly analytical, detail-oriented, and confident working with data-driven insights.
Overview
5
5
years of professional experience
Work history
Financial Planning Intern
MLP Wealth Management
Banstead, Surrey
07.2025 - Current
- Supported advisers managing HNW client portfolios exceeding £250k, delivering analyses for new business and ongoing financial planning.
- Led an internal AI automation initiative, enhancing operational efficiency by approximately 75% across planning and administrative processes.
- Processed pension transfers up to £500k, liaising with providers to ensure compliance and timely execution.
- Guided new clients through onboarding, providing regular updates on progress.
Investment Banking Job Simulation
JPMorgan Chase
07.2025 - 07.2025
- Screened potential M&A targets and built company profiles to assess strategic and financial fit
- Constructed and sensitised a DCF valuation model, analysing the impact of key assumptions across multiple scenarios
- Developed client-ready pitch slides and drafted recommendation emails summarising valuation outcomes and justification
Finance Accelerator
AmplifyME
07.2025 - 07.2025
- Completed an intensive finance accelerator covering investment banking, asset management, and capital markets
- Analysed equities and macroeconomic trends, forming investment theses under time pressure
Online Finance and Accounting Work Experience
Springpod
07.2021 - 07.2021
- Produced reports on industry trends and company financial performance using publicly available data
- Analysed financial statements to assess profitability, liquidity, and business fundamentals
- Gained practical exposure to core finance and accounting concepts applied in real-world business contexts
Education
Bachelor of Science - Economics with PTY SW
University of Surrey
Guildford 09.2023 -
Skills
- Financial Modelling
- Preparing Financial Reports
- Financial and Data Analysis
- Economic Research
- Written & Verbal Communication
- Team Collaboration
- Leadership
- MATLAB
- Office 365
Academic Projects
- U.S. Fiscal Policy Report (RStudio): Modelled the fiscal multiplier (1.41) using MPC/MPM from World Bank data; analysed GDP shocks and post-COVID recovery
- Australian Regional Inequality: Investigated disparities using ABS/OECD data; proposed policy reforms to reduce income gaps
- GDP & Development (UK): Used regression and Granger causality in RStudio to assess GDP's link to HDI and inequality over time
Hobbies and Interests
- Football • Tennis • Weightlifting • Playing Guitar & Piano • Travelling • Gaming
Positions & Societies
- Economics Society Member , University of Surrey
- School Prefect , St Bernard's Grammar School
References
References available upon request.
Timeline
Financial Planning Intern
MLP Wealth Management
07.2025 - Current
Investment Banking Job Simulation
JPMorgan Chase
07.2025 - 07.2025
Finance Accelerator
AmplifyME
07.2025 - 07.2025
Bachelor of Science - Economics with PTY SW
University of Surrey
09.2023 -
Online Finance and Accounting Work Experience
Springpod
07.2021 - 07.2021