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Work Background
No. 7 Solutions Private Family OfficeInvestment Analyst
Oct. 2024Mayfair, London, England, United Kingdom
Private Family OfficeInvestment Analyst
Oct. 2024Mayfair, London, England, United Kingdom
Invesco EMEAJunior Investment Analyst
Jan. 2023 - Aug. 2024Henley-on-Thames, England, United Kingdom1. Daily support of proxy voting process across HIC including maintaining spreadsheets for voting records. 2. Assist with the compilation of voting data for monthly reports, client requests or presentation materials. 3. Support the Investment Advisory team with, analysing and reporting proxy voting and engagement data. 4. Assist with the delivery and implementation of systems and tools to ensure the HIC can comply with their ESG obligations. 5. Help support the data gathering process and analysis for corporate engagement as directed by the Senior Analyst. 6. Develop a working knowledge of internal ESG tools and platforms in order to obtain and analyse ESG data. 7. Respond to bespoke Fund Manager and client information requests. 8. Assist with ad hoc projects as necessary. 9. Ensure all activities are in line with Invesco’s Conduct principles.
KPMG UKClient Account Co-Ordinator
Jul. 2022 - Jan. 2023London, England, United Kingdom- Managing a client portfolio and acting as the single point of contact for various Risk/Billing admin activities - Liaising with client and other KPMG teams for information required to complete client acceptance and risk procedures e.g. risk input templates and risk document pack, requesting information from overseas offices where applicable. - Take ownership for all engagement risk related enquiries - Review finance work in progress and identify overruns - Analyse contracts to ensure all services are appropriately charged - Hold virtual meetings with Client Service Teams to escalate profitability or net sales challenges - Issue billing invoices to clients after checking for accuracy
KPMG HungaryDigital Audit Center Senior Administrator
Oct. 2021 - Jun. 2022Budapest, Hungary- Creating and analysing annual financial reports - Invoice and account reconciliation - Managing a team of three making sure that tasks are being prepared in a timely fashion - Assisting the agile workflow of the software developer and tester team
KPMG HungaryDigital Audit Center Administrator
Dec. 2020 - Oct. 2021Budapest, Hungary- Assisting the scrum master with various tasks and substitute him during the daily morning meetings when he was away - Preparing client and engagement risk forms (CRA, ERA) to assess our clients risk levels - During the audit season, helping the data analyst team, by comparing data from invoices with the data in our accounting systems (SalRev, AP, AR, Inv, ServUsed) - Ensure the documentation of incoming invoices and settlements, obtaining the necessary supporting documents and monitoring of their fulfilment - Provide the administrative support for engagements (opening engagement codes, issuing invoices for completed engagements) - Ensure availability and efficient operation of technical and other tools necessary for smooth operation with the help of Central Services supporting departments - Help business’s smooth running by delivering the defined and assigned tasks - Identify and proactively propose solutions to improve processes that support day-to-day operations, as needed
Fuller's Brewery The AnglersRestaurant Manager
Apr. 2019 - Jul. 2020Teddington, Greater London, United KingdomThe Anglers restaurant is one of the biggest and most vibrant locations on the river Thames. My role as the restaurant manager, whilst also studying full time, demonstrates a range of proven abilities: • Sales and service are at the forefront of the role and a real motivator for anyone in the industry, as these two points go hand in hand with tips, or “commission” and a driven factor for additional income. • An extraordinary work ethic is required to successfully manage a restaurant and still receive a distinction at postgraduate level, the latter of which I am on track to achieve. Studying throughout the day and working throughout the evening can create some lack of will for people but I found myself becoming more motivated as time went on to achieve success in both areas. • The ability to build lasting customer relationships is a driving factor for the retention of such customers, with the Anglers having just refurbished to accommodate growing numbers of guests, I see this factor of building relationships a key characteristic of mine. • I excel at multitasking and prioritising tasks, demonstrated by the many aspects of my role, including but not limited to, supervision, budgeting, planning, compliance, promotion, ordering and customer service. • Teamwork and creating successful environments I feel is a fundamental aspect of management and a key transferable skill of mine. The role can be emotionally challenging, but the team driven aspect creates a real sense of community and joint purpose leading to a successful business. As a Restaurant Manager some of my tasks included: - Payroll completion of weekly rotas and managing payroll % in line with weekly revenue patterns - Being part of the weekly managerial meetings where various strategic and financial decisions were discussed in order to reach financial goals
Tap Tavern RichmondDeputy General Manager
Jun. 2017 - May. 2018London, United KingdomRichmond Tap Tavern is South West London’s largest draft house, established in 2017 the Tap Tavern is one of the highest rated brew houses in South West London and because of this, quality of service and customer happiness has and continues to be an essential element for the success of the business. My role as Deputy Manager included tasks such as: stock control, front of house and customer relationships management, and recruiting and training staff. I also had to constantly adapt to ensure profits were maintained along with the right environment for our customers. Have also attended weekly meetings with directors and general manager on how we can increase profits, manage cash-flow and adhering to budgets.
Mosaic Pub and DiningAssistant Manager
Nov. 2016 - Jun. 2017London, United KingdomThe Alba is a small family restaurant serving authentic Italian food and traditional, local English ales in the calm and family friendly neighbourhood of St Margarets. My role as an Assistant Manager was for example to ensure that the service being delivered is up to expectations, and organising and directing all aspects of the restaurant's operations when the general manager was away.
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