Summary
Overview
Work history
Education
Skills
Languages
Timeline
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Merven Fonseca

Merven Fonseca

London

Summary

Dynamic and analytical professional with a diverse background in financial services, account management and legal expertise. Possessing an LLM in International Business Law, with unique blend of analytical rigor and strategic thinking. Consistently driven for improvements and maintained financial accuracy across various sectors. My adaptability and excellence in dynamic environments have equipped me with a keen acumen for navigating intricate challenges and delivering exemplary services. Superb decision-maker with track record analysing and mitigating complex risks. Trustworthy individual with outstanding negotiation and technical communication skills. Expert in planning and forming winning strategies to boost profits. Passionate about continuous learning and professional development. With a proven ability to excel in diverse industry environments. Organised and dependable with years of experience. Successful at managing multiple priorities with positive attitude. Willing to take on greater responsibilities to meet the goals.

Overview

3
3
years of professional experience

Work history

Financial services consultant

Amsons partnership Ltd.
London
03.2023 - Current
  • Assisting in the creation of comprehensive reports and engaging presentations for both internal and external stakeholders, using legal knowledge to ensure clarity and relevance.
  • Calculated financial risk, taking precautions to mitigate unwanted consequences.
  • Liaised with clients and range of financial professionals to secure desired results.
  • Reviewed, managed and helped optimise client portfolios for maximum returns.
  • Planned evidence-based strategies to manage transactional risk.
  • Researched investment opportunities and provided advice to clients on portfolio management.
  • Offered guidance on setting up investment portfolio, applying for loans and general financial planning advice to clients
  • Handled buy and sell transactions for financial instruments on behalf of private and business customers.
  • Collaborated with clients to assess and evaluate desired outcomes, listing possible investment opportunities to achieve results.
  • Protected client interests when resolving financial matters.
  • Analysed market trends and conditions to provide informed advice to customers.
  • Distributed invoices, answering payee queries and communicating deadlines.
  • Answered member calls regarding accounts and made necessary adjustments and payments.
  • Safeguarded sensitive financial data in alignment with security protocols.
  • Entered transactions into internal databases.
  • Analysed financial information to identify discrepancies.

Finance and accounting associate

Red HR
Mumbai
11.2020 - 08.2022
  • Responsible for conducting comprehensive market research to uncover investment opportunities in diverse sectors.
  • Recorded, classified and stored sensitive information to support financial governance.
  • Assist in maintaining accurate financial records, including general ledger entries, accounts payable, and accounts receivable.
  • Identified optimal accounting technique for different clients and accounts.
  • Verified accounting records, following up outstanding transactions.
  • Cleaned work areas and equipment to maintain faultless hygiene standards.
  • Oversaw daily operations to achieve high productivity levels.
  • Help with internal audits and assist in implementing internal controls to ensure financial accuracy.
  • Collaborate with other departments to gather financial data and ensure proper record-keeping.
  • Provide general administrative support to the finance team, including filing, data entry, and document management.
  • Stay updated on accounting standards, regulations, and best practices in finance and accounting.

Education

LLM - International Business Law

University of Law
09.2022 - 9 2023

Bachelor of Commerce - commerce

Lord's Universal College
Mumbai, India
06/2017 - 06/2020

Skills

  • Strong written and verbal communication skills
  • Social Media Management
  • Internal Communications Strategy
  • Hard working
  • Financial Analytical Skills
  • Budgeting and Forecasting
  • Compliance risk management
  • Attention to detail
  • Legal framework
  • Budget management and cost reduction
  • Risk Assessment and Management, ensuring successful risk management strategies
  • Communication and Advocacy
  • Strong analytical and problem-solving skills
  • Excellent attention to detail and ability to work accurately under pressure
  • Ability to learn and adapt to changes quickly
  • Microsoft Office
  • Customer due diligence
  • Expense control
  • Funds valuation
  • Public relations
  • Leadership
  • Drawdowns and allocations
  • Budget and forecasting
  • NAC – Net asset calculations
  • Data gathering
  • Accounts payable receivable
  • Investment solutions
  • Financial analysis
  • Market research

Languages

English
Fluent
Hindi
Fluent

Timeline

Financial services consultant

Amsons partnership Ltd.
03.2023 - Current

LLM - International Business Law

University of Law
09.2022 - 9 2023

Finance and accounting associate

Red HR
11.2020 - 08.2022

Bachelor of Commerce - commerce

Lord's Universal College
06/2017 - 06/2020

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Merven Fonseca