Woozle Research is an independent primary research and stakeholder intelligence firm that provides channel check research to help investment professionals make smarter investment decisions.We uniquely combine primary research expertise with investment valuation methodologies to provide our clients with a holistic view of the stocks that matter to them.

• Daily investment trust updates from broker notes that were on the EQ buy list• Client portfolio performance reporting• Helping to generate potential new client lists• Helping to setup new clients on EQ client portal and ensuring all their investment portfolio and performance data was up to date and correct

• Production of RFPs for new potential investment banking clients, this involved working across departments in the bank• Prepared weekly market updates for existing clients, enabling them to understand how their company had performed in the market over the past week and if any brokers had released new research notes on their company• Preformed due diligence on companies using Bloomberg, Factset and Thompson Reuters for senior investment bankers to get a better understanding of the companies they were meeting/analysing

• In charge of initial due diligence on new property portfolios • Created sales strategies for existing properties• Successfully used this strategy to sell a commercial property for £900,000• Ad-hoc back office support