• Assisted senior wealth managers in conducting comprehensive financial assessments for high-net-worth clients, evaluating their current financial status, goals, and risk tolerance.• Conducted in-depth market research and analysis, staying abreast of global economic trends, industry sectors, and investment opportunities.• Participated in client meetings to present financial plans, investment recommendations, and provide updates on portfolio performance.

• Collaborated within a dynamic corporate finance and investment banking team to facilitate comprehensive research, construct intricate financial models, and create compelling client presentations.• Successfully shortlisted prospective private equity firms with a focus on sustainability and environmental responsibility for potential $20-25 million investments in the rPET industry.• Utilized tools including VCC Edge, Capital IQ, and Merger markets to conduct meticulous market research.

• Executed trades in the Futures & Options market using advanced tools for precise analysis• Managed a £10,000 to £20,000 portfolio with strategic trading decisions, outperforming benchmarks• Analysed technical indicators like moving averages, MACD, and Bollinger Bands for intraday strategies• Implemented algorithmic trading models, optimizing trade execution and enhancing portfolio performance by up to 40%