Summary
Overview
Work history
Education
Skills
Additional Information
Languages
Timeline
OfficeManager

Oliver Davies

london,Greater London

Summary

I'm currently enrolled in the MSc in Investment Banking program at Queen Mary University of London and hold the status of a CFA Level 1 candidate. I bring with me valuable experience gained from working in the fields of investment banking and consulting, as well as practical experience within coding and investing.

Overview

1
1
year of professional experience
5
5
years of post-secondary education

Work history

Consultant Data Analyst

Queen Mary University of London (QNOMICS)
London
09.2023 - Current
  • Provided financial advice for tech start-up and entrepreneur
  • Unified efforts from multiple departments towards business developments.
  • Worked on a comprehensive funding strategy, including identifying potential investors, creating compelling pitches, and leveraging connections within the fitness and tech industries to secure the £1 million pre-seed funding.
  • Created a robust marketing plan that capitalizes on the significant social media following to drive app user acquisition upon launch.

Investment Banking Intern (M&A Healthcare & Pharm

Allegro Capital Private Limited
Bangalore, Karnataka
06.2023 - 09.2023
  • Worked on execution of multiple deals across Healthcare and Pharmaceutical
  • Supported team in preparation of full scope Business Plans for cash flow, IRR, others analysis
  • Prepared pitches (sector research, company profiling, positioning) & performed scoping exercises
  • Analysed Business Plan and worked on finalising Transaction Documents for a buy side mandate where Allegro assisted a leading CDMO player in India, to acquire a manufacturing unit
  • Supported team on a first of its kind strategic investment in an upcoming private pay player in UK by a leading Indian multispeciality hospital chain
  • Supported team in client co-ordination for information & data transfer and processing
  • Worked closely with reporting VP having 15 years+ experience on key market research

Accounting Intern

Bennet Opie's Limited
Sittingbourne, Kent
06.2022 - 09.2022
  • Ensured accruals, prepayments and other adjusting entries were booked as necessary and filed with appropriate supporting documentation for quality compliance purposes.
  • Assisted with annual audit preparation, sourcing and providing requested information to facilitate smooth processes.
  • Reconciled balance sheet accounts on a quarterly basis, maintaining attention to detail
  • Analysed issues found during balance sheet reconciliations using Stata and R, liaising with seniors to rectify errors


Education

Master of Science - Investment Banking (CFA Pathway)

Queen Mary University of London
London
09.2023 -

Bachelor of Science - Business

Coventry University
London
09.2020 - 07.2023

A-Levels -

Ursuline College
Westgate-on-Sea
09.2018 - 07.2020

Skills

  • Python / C
  • Bloomberg Markets
  • Capital IQ
  • Financial Modelling
  • Microsoft Office - Excel / Powerpoint / Word
  • Advanced critical thinking
  • Business development

Additional Information

  • Competed at National level for Cross Country in Secondary School
  • Volunteership Volunteer at Animal Shelter
  • Chef de Partie at Hawksmoor in second and third years of University

Languages

English
Native

Timeline

Consultant Data Analyst

Queen Mary University of London (QNOMICS)
09.2023 - Current

Master of Science - Investment Banking (CFA Pathway)

Queen Mary University of London
09.2023 -

Investment Banking Intern (M&A Healthcare & Pharm

Allegro Capital Private Limited
06.2023 - 09.2023

Accounting Intern

Bennet Opie's Limited
06.2022 - 09.2022

Bachelor of Science - Business

Coventry University
09.2020 - 07.2023

A-Levels -

Ursuline College
09.2018 - 07.2020

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