I am organised and adaptable, bringing strong customer service skills from my experience at Teamworks Karting. I excel in fast-paced environments, supporting team operations, maintaining high standards, and ensuring a positive customer experience—ready to contribute to dynamic retail sales roles.
Assisted the investment team by finding global equity funds for IPS' client portfolios using tools such as Morningstar, Bloomberg and FE Analytics Active Portfolio Management – Assisted the trading team by rebalancing clients' portfolios, in line with their respective models Data Analysis – Supported the operations teams by conducting data analysis using excel spreadsheets, including checking asset identifiers in IPS' systems and confirming fund geographic/sectoral allocations
Identified an ideal M&A target for a client based on an assessment of their strategic and financial criteria. Constructed a DCF model to calculate the valuation of the M&A target and adjusted the model to account for a competitor bid and supply chain interruption. Created a 2-pager for the client containing a company profile and summary of the auction process.
Maintaining high levels of safety standards, while delivering some events on time for a wide variety of customers. I established and ensured a protected, organised atmosphere during events. Communicated with team members and assisting them to make sure the building is sustained to a high standard.
Learning about a variety of sections of PWC, such as Audit, Tax, Artificial intelligence, Legal, Financial and cyber security. Completing tasks and group projects along the week, using leadership skills throughout the week.