Professional Profile
My journey, experience, and expertise in the finance industry
Summary
Results-driven finance professional with expertise in risk management, financial modeling, and quantitative analysis. Proven track record of developing sophisticated financial models and implementing risk mitigation strategies. Skilled in leveraging advanced Excel techniques, Python programming, and financial software to analyze complex datasets and deliver actionable insights. Strong academic foundation combined with practical experience in real-world financial applications. Seeking opportunities to contribute to dynamic organizations where I can apply my analytical skills and passion for finance to drive strategic decision-making and create value for stakeholders.
Experience
- Implemented process automation saving time in complex manual process, saving time and improving efficiency by developing python scripts and Power Bi tool to automate report generation process while maintaining regulatory guidelines and company policies and internal metrics.
- Summarised process testing results and communications amongst teams in a well-formatted structure to present to senior management and stakeholders
- Analyze the credit implications on corporate clients of various financial transactions including debt, equity and hybrid offerings, mergers and acquisitions, restructuring and share repurchases
- Managed Equity products and analyst recommendations, addressing anomalies from corporate actions (e.g., stock splits, divestitures, dividends) while significantly reducing outlier target prices and data processing errors by 35%
- Sourced and validated raw data from multiple channels (PDF, HTML, XLS, CSV), leading to the accurate compilation of broker recommendation data encompassing ratings and target prices
- Won Recognition for swift action, error management and contribution to the team by taking additional engagements and demonstrated strong attention to detail, producing reliable data for the company across operations by cross-referencing and confirming shares outstanding anomalies in the EMEA Markets
- Participated in stress testing scenarios
- Established and nurtured strategic client relationships through regular communication, delivering engaging presentations highlighting investment opportunities. This approach, coupled with comprehensive financial analyses and compelling investment proposals (using PowerPoint, Canva and Power BI), played a pivotal role in successful capital-raising efforts and enhanced client satisfaction
- Collaborated with senior analysts on client presentations
- Performed industry research and competitive analysis
Projects
Artificial Neural Network (ANN) within Excel
Comprehensive discounted cash flow model for company valuation
xxx
Python-based tool for portfolio risk assessment
Credit Scorecard Model
Detailed Model Validation of Prob. of Default
VaR Calculator using Monte Carlo Simulation
Monte Carlo Simulation to calculate a Stock Portfolio VaR
Skills
Technical Skills
Finance Skills
Soft Skills
Education
- Dissertation: Predictive model for corporate acquisitions in the EU
- Core modules: Corporate Finance, Investment Management, Derivatives
- Member of Finance Society
- Major in Financial Economics
- Relevant coursework: Econometrics, Financial Markets, Corporate Strategy
Certifications & Achievements
Professional Certifications
Achievements
Multi-Asset Portfolio Manager
Successfully managed and optimised a £100 million investment portfolio, delivering a noteworthy return of 9% within 12 weeks through strategic investment planning and comprehensive reporting