William Straiton
London,City of London
Summary
Talented Portfolio Manager with investment, portfolio and relationship management experience. Creative with excellent market knowledge for targeted financial solutions. Well-organised with exceptional planning abilities to successfully manage competing priorities.
Overview
8
8
years of professional experience
3
3
years of post-secondary education
Work history
Senior Portfolio Manager
Aurum Bullion
London, City of London
2022.10 - Current
- Restructuring current underperforming areas and diversifying portfolios to maximise overall profit of client
- Obtained sufficient client information before making any trade decisions.
- Screened financial feasibility of each project to identify potential risks and affordability.
- Maintained awareness of competitors' activities to identify and capitalise on market gaps.
- Conferred with clients to assess objectives and make informed financial recommendations to achieve specified goals.
- Managing a team upwards of 10 sales professional's and dealing with other portfolio's when needed.
- Currently manage 80 clients and counting with an approximate value of £20 million pounds in my portfolio.
CF30 Executive Trader
TIOmarkets
London, City of London
2018.02 - 2022.08
- Assisting the Head of Sales
- Targeting and onboarding new clients
- Market executions, maintaining and onboarding of new clients inline with FCA regulatory standards
- Communicating with other traders that I was responsible for that were dedicated to be put on my desk by the Head of Sales.
- Guided, motivated and inspired team to provide first-class service to help boost customer loyalty.
- Consistently exceeded profit goals and expectations and targets.
- Maintained thorough market understanding of asset and investment trends to offer best-possible financial advice.
Physical Oil Broker
Fenchurch Markets
London, City of London
2016.01 - 2018.01
- Read and correctly interpreted documentation to understand key details and make accurate judgments about data.
- Organised financial documentation and statements with detailed and accurate information about transactions.
- Prepared exhaustive actuarial data in support of ins
- Assisting the Head Broker with brokerage of cargoes (diesel, gasoline and jet fuel).
- Communicating with traders via phone, email and on the ICE system.
- Attending relative industry functions to represent the firm
- Completed training programs to remain updated and further develop proficiency of important industry information.
- Arranged sales between buyers and sellers, acting as a representative for one or the other as needed.
Education
A-Levels - Mathematics
Collingham
London 2014.06 - 2015.08
A-Levels - Politics
Collingham
London 2014.07 - 2015.08
A-Levels - Sociology
Collingham
London 2014.06 - 2015.08
Skills
- Broad knowledge of asset classes
- Financial services expertise
- Investment planning
- Stock market understanding
- Investment advice
- Savings accounts
- Portfolio management
- Persuasive negotiator
Languages
English
Native
Timeline
Senior Portfolio Manager
Aurum Bullion
2022.10 - Current
CF30 Executive Trader
TIOmarkets
2018.02 - 2022.08
Physical Oil Broker
Fenchurch Markets
2016.01 - 2018.01
A-Levels - Politics
Collingham
2014.07 - 2015.08
A-Levels - Mathematics
Collingham
2014.06 - 2015.08
A-Levels - Sociology
Collingham
2014.06 - 2015.08