Berkeley Assets is an offshore private equity firm with headquarters based in British Virgin Islands, and offices based in London, Dubai and Cayman Islands. We are a multi-asset company owned by British Nationals with a strong, diversified portfolio of investments across real estate and fintech sectors.For over 15 years, our founding partners and directors have been utilising personal, institutional and private capital to invest in and manage an innovative portfolio of projects and business’, to deliver strong, sustainable yields.We have operated businesses across multiple industry sectors and our portfolio continues to grow, helping property developments and nascent businesses thrive. Berkeley Assets has a strong track record in residential and commercial developments as well as real estate bridging and development finance opportunities. Furthermore, our well established fintech division ensures that our portfolio is balanced with partial exposure to this high performing sector.

-Directed a sales team of 6 individuals, achieving the top-performing month with $295K in new business. Initiated proactive outreach to engage potential leads, driving growth and fostering team collaboration. -Performed routine portfolio assessments, enhancing investment strategies tailored to individual client needs. Achieved an 80% increase in client satisfaction by aligning investment decisions with their financial objectives and bolstering client rapport. Assets under management (AUM) totalled $19.9M. -Collaborated with tax professionals and senior advisors to conduct in-depth financial analysis for over 50 potential investment opportunities.

-Managed 38 staff effectively guiding and motivating them, resolving conflicts, and creating a positive work environment.-Managed stock levels, reduced waste, and improved supplier coordination in a supermarket, achieving a 20% cut in excess inventory costs within four months. -Utilised sales and customer data through data analysis to make informed decisions regarding product assortment, pricing, and promotional strategies, resulting in a 7% increase in sales for that branch's top month.

-Analysed data insights for audience targeting, customised messaging, and optimised lead campaigns. Played a key role in acquiring 4 new clients through effective lead-generation efforts. -Conducted thorough research, utilising diverse data sources such as market research, customer databases, and lead tools to identify potential leads for the startup. -Tracked metrics such as conversion rates and lead quality, continuously refining strategies for maximum results during the startup's growth phase.

-Assisted in the design, development, and testing of engineering projects, collaborating with senior engineers to gain practical experience and contribute to project success. -Conducted research, collected data, and performed analysis to support engineering initiatives, troubleshoot technical issues, and propose innovative solutions. -Oversaw negotiations to support supply chain management and collaborated on potential supply deals with companies such as Coca-Cola, ensuring efficient and effective procurement processes.

-Assisted with financial data entry, bookkeeping, and reconciled accounts to ensure accurate and up-to-date financial records. -Supported the preparation of financial statements, including income statements, balance sheets, and cash flow statements, by gathering and organising relevant data. -Collaborated with senior accountants to perform financial analysis, conducted audits, and identified areas for improvement.