UK Based Investment and Financial Analyst

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Serial No: 13547

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Skills keywords: due diligence, financial analysis, investment analysis, microsoft office

Short Bio:

I graduated from the University of Surrey (UK) in 2010 with a first class BSc degree in Economics. Upon graduating, I secured a job as an Investment Analyst for a Debt Investment fund where I have worked for 3 years. This role has strongly enhanced my financial c/ accounting analysis skills, attention to detail and communicational abilities. I resigned from the company on the 15th July 2014 because I wanted to pursue my ambitions to work abroad which would not have been possible in the role.

Current location:  United Kingdom - View on map

Nationality: British

Preferred Sector of Employment:  Banking Insurance and Financial Services, accounting and finance

Spoken languages: english, french, French Creole

Location I am interested in working: Anywhere

Education And Qualifications
Chartered Financial Analyst (CFA) Institute – Level 1 (2013)
December 2013 CFA Level 1 exam – Passed

BSc (Hons) Economics 1st (2007-2011)
University of Surrey, Guildford
(4 year course with a year of professional placement)
Final year modules: 1. Further Economic Theory 2. Econometrics 3. Project (Dissertation) 4. International Economics and Finance

A-Levels Business Studies (A) Economics (A) French (B) ICT – AS (A) (2000-2007)
GCSEs 5 A*s, 3 As & 1 B, of which English (A*) Maths (B) Science (A)
Bishops Stopford’s School, Enfield, London

Experience
Investment Analyst (Oct 2011-July 2014)
MezzVest, Pall Mall, London
MezzVest is a European subordinated debt investor, with total AUM above €1.2bn
Transactions worked on:
– €40m PIK investment in the primary LBO of an Italian specilaised industrial company
– €40m mezzanine investment in the dividend recapitalisation of a UK education specialist
– €34m second lien investment in the primary LBO of a UK credit information provider
– €10m mezzanine secondary direct purchase of a Danish building materials producer
Achievements/Responsibilities:
– Worked in the Origination Team to source and execute potential investment opportunities
– Advised seniors on strategic decisions through due diligence on company accounts and industry research
– Performed financial modelling, sensitivity analysis, valuations and return calculations
– Prepared investment memoranda which were presented to the Investment Committee
– Communicated with PE firms, banks, investors and other parties via phone & email
– Produced PowerPoint presentations for investor relations and fundraising projects
– Project managed the integration of MezzVest with the Salesforce cloud system
– Previous role at MezzVest was in the Portfolio Monitoring team: personally responsible for monitoring 7 portfolio companies
– Produced reports on these companies which monitored trading performance, leverage and covenant compliance – quarterly portfolio reports were sent to investors
– Attended the annual investor conference in Berlin (2013) and Paris (2012)

Sales Associate (Jul 2011-Sep 2011 )
ATrad Stock Market Solutions, London & Sri Lanka
ATrad is a financial software producer based in Sri Lanka
– Through networks, I approached the Vice President of ATrad and was assigned on a project to promote their equity trading platform to the untapped stock market in Mauritius
– Performed sales calls to the 10 stock brokerage firms in Mauritius
– Negotiated pricings of the product with senior management
– Set up live demos of the platform via GoToMeetings

Economic Research Assistant (university placement) (Jun 2009-Aug 2010)
J.P. Morgan, Moorgate, London
J.P.M’s Economic Research department’s flagship product is the weekly ‘Global Data Watch’
– Assistant to the Head of the Western European Economic Research team
– Worked alongside seven economists responsible for the reporting and forecasting of economic data releases of Western European economies
– Performed data analysis to construct charts and tables used in publications
– Put forward my own economic analysis to support my team’s research
– Dealt with client data requests face-to-face, via telephone and by e-mail
– Produced PowerPoint presentations for in-house and external meetings