Public Candidate Profile

candidate-profile
Charles

Analyst

London, United Kingdom (UK)

About Charles and job interest

I graduated from the University of Bristol in 2018 with a 2.1 in BSc Economics. Following university, I interned at a fintech start-up challenger bank, helping to audit their financial model and at an investment management advisory, where I worked across the Research and Operations teams. I took a break after my 2nd internship to travel across South America to experience new cultures and learn some Spanish. On my return I taught myself the basics of Corporate Finance. I am currently interning at an analytics startup, writing newsletters covering new EU sustainability-related financial regulation, creating decks and brochures for client meetings and working in Excel to create a model that will give a portfolio of investments a score over various environmental, social and governance metrics.

Career Status Junior or Entry level
Desired Role Analyst
Search status Actively searching
Sector of Interest Agriculture & Environment, Charity / NGO / Social Services / Non Profit, Financial Services / Banking, Public Sector / Government
Job period Part-time/Full-time
Remote job? Yes
Why Should We Hire You?

I have gained great numerical ability and analysis skills throughout my degree and internships. My experience in startup environments has honed my ability to adapt across teams and projects as well as strengthened my aptness to be given a task to get on with and complete independently. My experience of being part of sports teams since I was 8 means my team-working skills are second-to-none. This has lead me to take leadership within teams at university and since leaving, I have exemplary man-management ability due to this.

Education

09/2015 - 06/2018

 United Kingdom (UK)

Economics

Bachelor Degree (Undergraduate)

University of Bristol

I studied BSc Economics, achieving a 2.1. Modules included; Econometrics, Environmental Economics, Applied Microeconomics I wrote a dissertation exploring the impact of inequality on growth, where I conducted statistical analysis using STATA.

Professional Experience

digital-ocean

09/2018 - 10/2018

Finance Intern
 United Kingdom (UK)

Information Technology (IT) / Web Development

Description

My main role was to shadow the CFO at Kroo. However, I found time to work across teams, below are some of the tasks i completed: - Assisted in their facilitation of becoming a fully licensed bank through reconciliations, creation of customer stories, aiding the compliance and risk officer - Developed the financial model to ensure accurate forecasts and effective risk management - Reconciliations of payments to a service provider that led to negotiated savings of £60,000 on next year’s fees - Creation and maintenance of Kroo’s fixed asset register - Worked on interpreting and challenging financial projections - Experienced the process of raising equity funding for start-up businesses

digital-ocean

11/2018 - 02/2019

Research and Operations Intern
 United Kingdom (UK)

Financial Services / Banking

Description

I worked across the Research and Operations teams. Below are a few of the tasks I completed: - Analysed qualitative and quantitative fund data and produced executive summary reports - Created client and committee investment meeting presentations using the full Microsoft Office suite - Assisted with fund portfolio creation and optimisation processes for both current and potential clients - Responsible for updating and tracking of risk reports, performance updates, investment guidelines, cash position, margin, experience with trade settlements processes - Managed monthly NAV reconciliations - Aided the onboarding of a new manager; reviews and updates to risk guidelines, completing due diligence processes

digital-ocean

08/2020 - Present

Research Analyst
 United Kingdom (UK)

Financial Services / Banking

Description

During my time at Pico, I will be researching and producing newsletters around the EU Sustainable Finance Taxonomy and the implementation of new sustainability-related regulations in the financial sector. I am currently designing an Excel model to give a portfolio of investments a score across Environmental, Social and Governance metrics.

Language pro-efficiency

Language Speaking Writing/Reading Certificate
English (Default)
  • Native
  • Native

-

Spanish
  • Basic
  • Basic

-

Other

Do You Consider Yourself To Have Any Disability? No