Bobby Gyawali Email & Phone Number

Guildford, England, Gb

Farnham, United Kingdom

• Establishing and maintaining client investment portfolios with annual performance reviews.• Help advisers with meeting preparation. • Supporting and leading investment committee meetings, preparation of which includes; investment fund research, comparing portfolio asset allocation and investment return rate research for financial forecasting.• Using Morningstar and Trustnet software to complete investment research.• Liaise with clients for new business information, Terms of Business, tax returns.• Creating investment proposals and preparing application forms for clients to open investment accounts.• Drafting suitability letters confirming advice and recommended products. Collating all relevant documentation.• Input and update client details onto Prestwood (back office) system.• Key liaison between the company and investment platforms.• Support administration of Raymond James investment platform i.e. dealing/trading, client cash balance monitoring, investment account setup, asset consolidation and transfers etc. • Creating innovative processes in response to changes in regulation and to better company practices i.e., trading process, detailed breakdown of portfolio costs and charges, carrying out monthly cash balance checks, recording ongoing suitability of investments for clients.

London, United Kingdom

Purpose of internship: to write a chapter on the finance aspect of high-end designer brands for a non-fiction book for fashion students.• Analysing decades of financial/annual accounts and director’s reports of high-end designer brands.• Extracting essential information to create tables/graphs used to draw conclusions and assess current and historic performance of business.• Simplifying and translating results into non-technical terms for reader audience to understand.• Consistent communication with secretary/supervisor for progress updates.

South East England, United Kingdom

• Carrying out range reviews: Implementing new products and displays; safely removing and discarding old display models.• Achieve excellent merchandising standards by ensuring fixtures are clean, tidy and presentable.• Support with promotions and price changes using client systems.• Confidently interact with customers and provide excellent customer service.• Replenish stock from warehouse back-up and deliveries.

Bachelor Of Arts - Ba, Accounting And Finance, 1St Class Honours

Qcf, Accounting, Aat Level 3