• Worked in 2 research projects for a buy side deal where prepared research scope for acquisition by former Fortune 500 firm.• Drafted confidential information memorandums (CIMs), and pitch decks to support client engagements and business development.• Created comprehensive financial models applying DCF, LBO, comparable company, and precedent transactions analysis.

• Designed SOP to monitor, track and record the Homeowner’s Insurance Policy premium for 3 partnered carriers.• Implemented a novel quote generation process with the USA counterpart to increase customer retention rate to 85%.• Liaised with multiple stakeholders to ensure the Policy Premiums are paid on time.

• Verified more than 1,500 cheques with a daily volume of 5 such cheques with a TAT of 1 minute around this deliverable.• Communicated with UK fund houses to resolve compliance issues with transfer of 7000+ client's asset to Fidelity.• Executed transfer of funds from other AMCs meanwhile abiding by HMRC and FCA compliance mandates.• Achieved TAT of 2 days by optimizing aging reports for transfers and re-registration queues around each deliverable.• Mentored and provided on-job training to new hire for cash transfers of assets from Old Fund Managers to Fidelity.