Daniel Grimes Email & Phone Number

County Dublin, Ireland

Provision of administrative support for fund entities. - Managing client relationships through projects by interacting with fund managers, and other parties such as; depositary, legal.- Perparing SEI information packs for funds’ board meetings, and answer relevant queries at time of meeting.- Involved in project to automise administrative processes to.

County Dublin, Ireland

End to end coordination and excecution of investors trading activities with various fund entities, from point of contact through to cash settlement. It is a fast paced work environment involving the processing of time critical tasks with an emphasis on organisation, analytical ability and prioritisation.Role Includes - Daily Cash Reconciliations against.

• Full time work in Investment Services Division focused on Commercial Evaluation and Equity Departments. Performed duties include;
• Assisting on independent commercial evaluation reporting, involving financial and operational due diligence prior to investment.
• Yearlong project compiling an excel based Post Investment Review database, along with research and analysis of investment trends for previous 5 years involving 1359 approvals. Additional monthly metrics reports.
• Support with equity valuations and equity management: specific focus on book valuation of EI’s CEB portfolio along with co-authoring three equity review reports determining poor performing approvals. Equity project of.
• Co-ordination and execution of monthly Focus on Funding seminar, additional administrative duties include; legal administration, editing intranet system, managing department mailbox’.

Part-time (full-time) work assisting in administrative duties.Principle responsibilities Include; basic accounts maintenance, and collation of course materials for a masters-level program.

Part-time work as sales assistant involving high level customer service on specialized outdoor products. Duties Included;- Driving sales through my knowledge of university society requirements.- Hosting information events for potential commercial clients.- Stock Management- Till Operation- Repairs- Specialised product training with major outdoor suppliers.

Full time work in an international language activity camp catering for ages 10-17 years old.Split role of;- Activity Instructor: Planning and co-ordinating a range of outdoor activities throughout the groups stay. - Group Leader: On site supervision during nights as well as leading entertainment for the evenings. Other duties included running the camp shop.

Diploma In Big Data For Business, Business Administration And Management, General

Professional Diploma In Financial Advice (Qfa), Banking And Financial Support Services

Accredited the Professional Diploma in Financial Advice (QFA). Allowing me to pursue my interest in investment advice for young.

Bachelor’S Degree, Business Studies Specialising In Finance, 2.3

Activities and Societies: DCU Canoe Club Snowsports Society Investment SocietyAcademic • Completed eleven month INTRA program with.

High School, 450 Cao Points

Activities and Societies: Swimming Rugby FootballIrish A2 English D1 Mathematics C2 Business A2 Accountancy C3 Chemistry C2 French B1(O)