Financial Analyst
Loughborough, England, United Kingdom
Role, Responsibilities & Duties:• Member of the Consumer Goods sector of Loughborough University’s student investment fund, valued at £250,000.• Permitted to allocate £55,000 across global consumer equities, in which I wrote investment reports on L’Oréal, Church & Dwight, and Lululemon – pitched these companies to the LSMF committee. • Upheld ethical investing standards and ensured all stock recommendations met the investment and ethical criteria set out by the fund - utilised Sustainalytics and MSCI ESG scoring to achieve this.• Evaluated company profiles by analysing future opportunities for growth, regulatory concerns, and negative trends in the consumer goods sector.The LSMF aims to achieve two objectives:1. To equip Loughborough University students with real-world investment management experience.2. To deliver excess returns to fund academic hardship scholarships.