Axel Zanner-Entwistle Email & Phone Number

United Kingdom

Loughborough, England, United Kingdom

Positioned as the head of the sustainable energy sector at the UKs largest student led fund, with over $300,000 AUM, I lead a diverse, multi-cultural team of 6 to:♦ Identify ESG investment opportunities through market awareness and fundamental research ♦ Analyse trading comps and discount cash flows♦ Create pitch decks and present investment theses to the portfolio managers

Loughborough, England, United Kingdom

I am representing LFIS in the Portfolio Management Competition with Cambridge Student Investment Fund.My team (of 3) has only 5 months to achieve the highest return on a starting investment of £1,000,000.We must have a minimum of 4 positions and maximum of 7.Positions can be long or short. There is a minimum holding duration of 1 month.One new position must be taken each month. Our team must present the reasoning behind our 3 most important trades.

Loughborough, England, United Kingdom

Loughborough, England, United Kingdom

Drive business development and client service function by meeting client needs and helping them achieve their goals. Promptly identify and solve client problems in a creative, methodical way, ensuring their progress. Foster client, team, and business relationships (developing a culture of collaboration and mutual improvement).♦ Help clients globally (face-to-face and remotely) to achieve ground-breaking results, and therefore meet their expectations – as well as boost their motivation and self-discipline levels♦ Develop financial skills utilised for budgeting, pricing, and recording transactions♦ Analyse client data to identify needs, create reports, and formulate appropriate training plans♦ Significantly increased gym attendance within a few months♦ Maintain high client conversion rate (via effective communication and rapport building)♦ Identify and solve client problems in a creative, methodical way, ensuring their progress♦ Foster client, team, and business relationships – therefore developing a culture of collaboration.

England, United Kingdom

Overseeing two large Health & Home accounts, I resolve high value negotiations and complex disputes. I actively lead and develop a team of 4 junior analysts. I provide regular advice to stakeholders within the business and with our clients to deliver strategically impactful approaches in; recoveries, business flow, conversion rates and claim concepts.♦ Negotiated settlements of 70% and 59% on multi-million-pound claims with two complex suppliers, one of which was defended by a key competitor (Q1 2024) ♦ Developed a junior analyst to achieve agreement on £100,000+ claim (March 2024). ♦ Innovated the new email framework and style standards across the recoveries teams (December 2023).

England, United Kingdom

Working a large grocery account, I perform weekly internal reporting for the team, keeping oversight of millions of pounds worth of active WIP (spread across hundreds of individual claims and suppliers). I provide regular forecasting updates to support the accounting team. I undertake the claim sign-off and invoicing process, auditing the work of all other recovery analysts on the team, as well as supporting on ad-hoc projects.♦ Responsible for the highest quarterly revenue (during In Q1 of 2023) on my account since Q4 of 2020♦ In Q3 of 2022 I secured; - north of £1million in net billable claim amount – beating the average analyst at PRGX by 114% - highest volume of agreed claims – outperforming the average by 208% - recoveries from the largest number of distinct suppliers – surpassing the average by 242%♦ Achieved a 159% month-on-month improvement in performance on my client account by: - interactions centred around relationship building & actively seeking mutually beneficial solutions. - assisting the Audit Operations team in finding additional evidence of emails, invoices, sales data and business agreements to strengthen our claims. - Streamlining WIP tracking and organizational procedures, enabling more efficient work teamwide.♦ Trained a new-start auditor after only three months in situ, subsequently starting an initiative to formalize and streamline the training process to boost company efficiency when onboarding new-starters.

Nottingham, England, United Kingdom

Analysing and controlling the level of credit risk on customer accounts. Reviewing financial data on new and existing clients to offer and review existing credit lines. Liaise with clients to arrange and allocate payments. Furthermore, negotiating payment plans for overdue items, resolve disputes, and reconcile accounts to generate outcomes which are beneficial to all parties. Effectively communicating appropriate financial information with our customer services and sales departments to mutually support each other’s functions.♦ Solely responsible for a portfolio of 500+ clients across Germany, Austria and Switzerland♦ Supported in the design and implementation of the new Training Agenda for newstarts across a variety of departments♦ Completely eliminated high levels of bad debt on a 5 key accounts with very old invoices and residual disputes♦ Returned smooth business flow to an account with some complicated residual disputes which were causing a block on the clients' B2B orders.♦ Improved business relations with a customer who had massively exceeded their credit limit, by suggesting a creative solution in order for them to receive an order they desperately needed, and negotiating a payment plan and a temporary extention to double their credit limit. By maintaining weekly contact with the customer, and sending them updates, I have worked with them to reduce their credit exposure to just 30% over their original credit limit.

Nottingham, England, United Kingdom

Assessing and controlling the level of credit risk on specific remit accounts. Reviewing financial data on new and existing clients to extend appropriate credit lines. Liaising with clients to arrange payments and payment plans for overdue items, resolve disputes, and reconcile accounts to generate outcomes which are beneficial to all parties. Effectively communicating appropriate financial information with our customer services and sales departments to mutually support each other’s functions.♦ Solely responsible for a portfolio of 500+ clients across Germany, Austria and Switzerland♦ Assisted my senior controller in reconciling a key account, using my mathematical expertise to expedite the task and complete it within 30 minutes – a process she estimated to take 3 days.

Honed my capacity for collaboration, organisation, and decision making (via joint lessons, classroom management, etc.). Communicated complex concepts clearly and effectively.♦ Managed classes of 30+ students (with the age range of 12-18) ♦ Planned and delivered up to 4 lessons per day♦ Engaged in the assessment of student learning progress♦ Built relationships with colleagues and students♦ Contributed to faculty and parents meetings♦ Created and delivered curriculum and other materials for remote learning♦ Met required academic standards, applying best teaching practices♦ Improved academic performance in the Year 9 bottom class by 5%.

Whilst studying, taught swordsmanship in Reach The Core (2019-2020) and The Academy of Swordsmanship (2017-2018). Delivered quality training, focusing on multiple tasks simultaneously.♦ Promoted positive interaction between instructors and learners ♦ Ensured safety of all participants and spectators ♦ Taught a famous British F1 driver.

During my studies, worked for Arena Billiards (2018-2019) and The Unicorn, Stonegate Pub Company (2017-2018) – providing excellent customer service, thus connecting to diverse groups of people. ♦ Learned to assimilate information quickly and efficiently ♦ Effectively communicated with customers and teammates ♦ Managed stock and cash intake.

For the Loughborough Student Union, worked within a security team to resolve conflicts, maintain customer safety, and prevent any illegal activities. ♦ Complied with internal policies and procedures ♦ Effectively communicated with customers and teammates.

Master Of Science - Ms, Finance And Global Trading

Activities and Societies: Loughborough Finance and Investment Society Loughborough Consulting Society Loughborough Athletic Union Golf.

Postgraduate Certificate In Education, Mathematics, Master'S Level Pass With Merit

Bachelor Of Science - Bs, Business Psychology

Activities and Societies: Halls of Residence Committee (Chairperson); Swordsmanship Society (Founder, Chairperson, and Instructor); Salsa.

Foundation Degree, Science And Engineering, 2:1

Activities and Societies: Jiu Jitsu; Kickboxing; Tae Kwon-Do; MMA

International Baccalaureate Diploma, Hl: Physics, Geography, Art Sl: English, Maths, German, 36

Activities and Societies: Kayaking; Skiing; Boxing; Dance; Cycling; Hiking; GuitarA truly unique educational experience, set in one.