Adeel Ahmed Email & Phone Number

Haddenham

Leading in research for Investment ISAs, Cash Management, Digital Wealth Management, Peer to Peer, Annuities, Workplace Pensions.Forward-looking approach to identify changes in the investment landscape coming from regulation changes, economic contributors, technological advancements and bringing it to the Defaqto customers. Writing publications on ESG in Funds and investment vehicles, peer-to-peer landscape, shariah compliancy.Unyielding focus on achieving and exceeding targets and… Show more Leading in research for Investment ISAs, Cash Management, Digital Wealth Management, Peer to Peer, Annuities, Workplace Pensions.Forward-looking approach to identify changes in the investment landscape coming from regulation changes, economic contributors, technological advancements and bringing it to the Defaqto customers. Writing publications on ESG in Funds and investment vehicles, peer-to-peer landscape, shariah compliancy.Unyielding focus on achieving and exceeding targets and project execution with a strong track record. Show less

Haddenham, Buckinghamshire, United Kingdom

Researching new and existing funds on the open market for the Defaqto specialised tools. Establishing and maintaining relationships with fund houses, white labels and providersWorking on ratings for mutual funds. Developing existing procedures for efficiencyAuditing Fund DataSurpassing targets every quarter

Oxford, United Kingdom

12 month fixed contractLeading the investment research and proposal on 'green' companiesCarrying out due diligence on new investment opportunitiesTracking and analysing historical investments performance and benchmarkingDesigning an IPO and M&A tracker spreadsheet complete with VBA and analysis functionsAuditing Fund holdings

High Wycombe, Buckinghamshire, United Kingdom

Bachelor’S Degree, Accounting And Finance, 2:1

Studies Accounting and Finance 9 exemptions from ACCA Modules completed : Cost and Management Accounting, Business and it's Legislative.

High School, Mathematics, Physics, Biology

Activities and Societies: Senior Executive Team 2005-2010 completed seconary school with 11 GCSE's 2010-2012 completed Higher Education (.