Sumira Ahmadi
British Citizen Full Right to Work in UK,Manchester
Summary
Philosophy, Politics & Economics graduate and former Graduate Analyst at the Bank of New York with experience in investment operations, client reporting, regulatory processes, and business analysis. Completed an investment internship at AJ Bell, gaining exposure to fund structures, investment products, retail wealth management, portfolio investing, and platform operations.
Developed strong analytical and advanced Excel skills through finance-focused roles, with experience in performance tracking, reporting, and data analysis. Built a keen interest in wealth management and private client services through insight programmes with Goldman Sachs, Schroders, Rothschild & Co, and Deloitte. Now seeking to build a career in client relationship management, where I can combine my analytical expertise, communication skills, and investment knowledge to deliver excellent client service while developing long-term trusted relationships.
Overview
5
5
years of professional experience
Work History
Social Care administrator
Civil Service
Manchester, Lancashire
02.2026 - Current
- Assisted in analysing application forms with accuracy to ensure completeness and compliance with organisational requirements.
- Communicated directly with applicants to discuss their applications, clarify information, and follow up on missing documentation.
- Conducted checks on DBS records, health documents, references, and Local Authority (LA) checks to ensure eligibility and compliance.
Co-Founder
Hazara Horizons Charity
Manchester
09.2023 - Current
- Co-founded a charity enabling students from marginalised communities to access higher education, including support for Oxbridge applications, in collaboration with partner organisations focused on social mobility.
- Coordinated and facilitated events, including health awareness campaigns, interactive learning sessions, and Heritage Day celebrations, engaging communities, raising funds, and advancing the charity's mission through effective planning and workshop organisation.
Operations Analyst - Graduate Scheme
Bank of New York
Manchester
08.2023 - 09.2025
- Selected for a highly competitive graduate programme, developing strong operational expertise relevant to wealth management through experience in transaction and payments processing, ensuring accuracy and adherence to financial controls and client asset protection standards.
- Further selected for the Future Leaders Programme, supporting the next cohort of graduates while building leadership experience and strengthening communication, coordination, and stakeholder management skills.
- Built experience in portfolio-level QA reviews and payments investigations, analysing discrepancies and resolving transactional issues, strengthening attention to detail and understanding of end-to-end investment and client money processes.
Investment Intern
AJ Bell
Manchester
06.2022 - 09.2022
- Produced three analytical reports, including an in-depth review of an asset manager's Model Portfolio Service (MPS), analysis of the wider fund market, and an internal strategic review, demonstrating strong research and investment analysis skills.
- Presented findings to senior management and the Managing Director, receiving positive feedback for the quality of insights, clarity of communication, and professional delivery.
- Strong understanding of asset management products, including open- and closed-ended funds, traditional and alternative investments, as well as the wider asset management operating model and ecosystem.
Insight Days and Experience
London
01.2021 - 12.2021
- Attended insight days across leading global financial and professional services firms, including Goldman Sachs, Rothschild & Co (Women in Global Advisory), UBS, BNY, KPMG, and Deloitte.
- Student Coordinator, PPE Programme. Led data-driven initiatives to improve student engagement and academic outcomes.
- Stellify Award (UOM). Recognised for leadership, ethical engagement, and civic responsibility.
- UpReach Associate. Selected for a competitive professional development programme for high-potential graduates.
Education
BA - Philosophy, Politics & Economics (PPE)
The University of Manchester
Manchester, United Kingdom01-2023
Skills
- Financial markets knowledge (equities, bonds, funds, and asset allocation)
- Portfolio analysis and investment performance tracking
- Strong Excel and data analysis skills
- Client relationship management and communication
- Clear and confident communication (simplifying complex financial concepts)
- Stakeholder management and teamwork
Languages
English
Farsi
Personal Information
Citizenship: British Citizen
Custom Section
Full Right to Work in the UK
Projects
First Business Project - Family Café, 2020-09-01, Launched and managed a family café during the first year at university, generating £50,000 in annual revenue despite no prior hospitality experience., Oversaw daily operations, trained staff, and managed social media marketing to drive customer engagement and growth., Gained hands-on experience in entrepreneurship, developing skills in business planning, operations management, and building a venture from the ground up.
Timeline
Social Care administrator
Civil Service
02.2026 - Current
Co-Founder
Hazara Horizons Charity
09.2023 - Current
Operations Analyst - Graduate Scheme
Bank of New York
08.2023 - 09.2025
Investment Intern
AJ Bell
06.2022 - 09.2022
Insight Days and Experience
01.2021 - 12.2021
BA - Philosophy, Politics & Economics (PPE)
The University of Manchester