David Bird, Cfa Email & Phone Number

Ireland

Dublin, County Dublin, Ireland

Perform fundamental credit analysis on new potential opportunities in syndicated and club deals including due diligence, financial analysis/modeling and stress testing.Participate in meetings and conference calls with potential borrowers and market participants to facilitate initial due diligence and ongoing investment monitoring.Prepare and present comprehensive credit papers in credit committees for investment approval.Review and ensure loan documentation is in order prior to commitments.Develop and maintain relationships with agent banks, borrowers and wider stakeholders.Proactively monitor and maintain the existing portfolio through review of financial accounts, performance reports and market trends.

Primary duties include:Portfolio and Company ResearchCompany ESG AssessmentDCF ModelingInvestment ReportingBoard Reporting

Dublin, Leinster, Ireland

•My role was to continue to produce consistent profits trading outright intra-day positions across equity, fixed income, foreign exchange and commodity futures markets based on personally developed strategies and macro news driven events; focusing on order flow and market positioning•Conduct interviews with candidates for our annual intake of interns•Mentored our junior traders using daily review of previous days’ trades, trade strategy generation in a group setting and trade debriefs after major economic releases•Monitoring and managing my risk limits both in terms of monetary and liquidity risk exposure

County Dublin, Ireland

•Generated revenues across multiple asset classes including fixed income, equity indices, major FX pairs and commodities•Volume Profiling for precise Entry & Exit points •Using my own probabilistic studies to execute trades around key times of the month (Options Expiry/End of Month Portfolio flows/DOE figures)•Analysis of financial reports to identify trading opportunities. Experience with Reuters Eikon, Bloomberg and dissecting monetary policy statements from ECB and the FED

County Dublin, Ireland

•12-month internship learning the fundamentals of futures derivatives and intra-day trading techniques including technical analysis, Market Profile and analyzing the effects of economic figures such as NFP’s, CPI, PPI, Retail Sales and Manufacturing Output•Researched breaking news events and upcoming macro data points to formulate actionable trading strategies for the traders on the floor•Assisted the junior and senior traders on projects to identify new trading opportunities

Ireland

As part of the Securities Data Management department, it is my responsibility to collaborate and provide best practice evaluation services to the Fund Accounting teams across Europe.Day to day duties include: •Analysing daily price movements of any securities that break tolerance across BNY Mellon’s host of funds including Equities, Bonds, Options, Commodities, Futures, and UCITS.•Handling FX Rate validations, Mark to Market and Fund of Fund evaluations for a variety of institutional clients.•Utilising data from vendor sources such as Bloomberg, FT Interactive and Reuters to provide an accurate evaluation of what is being reflected across funds in the financial markets.•Professional and timely handling of any client enquiries.•Liaising with different departments within the bank.•Assisting with the training and development of new starters.

Education record

Financial Modeling & Valuation Analyst (Fmva)

-Develop industry-leading best practices for layout, design and structure of models -Use advanced Excel formulas and functions to make.

Master Of Science (Msc), Financial Services, First Class Honours

Bachelor Of Engineering, Civil Engineering

Education record