Dylan W. Email & Phone Number

London, England, United Kingdom

• Conduct quantitative and qualitative research on equity, fixed income and alternative funds • Design and build the external fund manager framework • Attend and lead research meetings, involved in write ups and presentations on managers/funds justifying ratings • Help formulate the investment strategy across all asset classes and support the portfolio managers in the investment decision-making process• Mentoring junior analyst

• Worked as a Senior Analyst within a global specialist FX brokerage firm, which also houses a particular emphasis on Commodity (Metals/Oil/Agriculture) and Equity (Indices) CFD’s. • Displayed strong knowledge of the Fixed Income/Currency/Commodity (FICC) and Equity markets, analysing day-to-day trends, whilst providing exceptional market analysis and updates via daily released fundamental economic indicators. • Specialised in top down fundamental Euro Zone macro analysis across Equity, FX (EUR/USD), Fixed Income and Commodity asset classes.• Liaised with Brokers, Traders and Analysts on a daily basis providing support where necessary

• Supporting the Banks Risk Management Culture • Driving Risk transparency • Adhering to the Identify-Escalate-Debate approach when it comes to potential Risks • Hosting formal Key Risk Reviews for Executive/Senior leaders • Responsible for organizational Risk and Control Self Assessments (RCSA) • Supporting compliance and remediation activities relative to GWBT • Understanding and driving action relative to sustaining Quality Assurance (QA) • Continual improvement of existing risk management workflows and routines

• Partly responsible for supporting the successful accomplishment of internal Risk Control, and Self-Assessment policies, as they apply to this department• Partly responsibility for the operation of integrated processes and procedures aimed at meeting internal and external regulatory or policy guidance• Maintain a proactive curiosity and pursue investigations to a greater level of diligence than normally required for standard due diligence• First-level investigation of transactions highlighted for review

• Created an MS Access dBase to support liquidity reporting for prime services. This requirement stemmed from more onerous FSA liquidity reporting requirements.The dBase cut liquidity ladder creation time from around 4 hours to 5 minutes• Created an MS Access dBase and excel template to facilitate payment requisition, journal creation and reconciliation of fees and rebates• Worked with IT and Murex configuration resources to configure valuation models for prime services products• Migration of prime service products onto Murex (futures, synthetic forwards, equities, OIS, FX spot and forward trades)• Re-engineered the TRS reporting process as increased volume required• Re-engineered the index arbitrage P&L production process to streamline the reporting process and facilitate fair value reporting based on the Daiwa cost of capital• Automated the Stock Borrow Loan reporting process by the creation of an MS Access dBase and integrating with the Excel P&L production processes

• Support with the annual budget and five year planning processes, including consolidation and analysis of regional plans and developing P&L, balance sheet and cash forecasts where required. • Produce timely, accurate and high quality consolidated management reports for budgets and long range plan. • Complete monthly and quarterly commentary and variance analysis • Financial modelling and scenario analysis around key drivers of the long term plan and other ad hoc projects.• Improving processes continually and implementing change where necessary• Ad hoc work as required to support the Finance team and other teams around the business.• Produce management reporting and analysis for the operations team and senior management • Regular balance sheet and P&L reviews, annual budgeting and periodic forecasting • Looking for ways to improve operational and financial performance • Partnering with the operations team, challenging and influencing their decisions• Produce monthly analysis of sales and gross margin by customer along with detailed analysis of various key cost centres for use in finance reporting pack reviewed by directors. • Collate operations data from various sources to create KPI report within tight deadlines. Assist operations teams in understanding variances to plans. • Analyse monthly operational metrics including inventory turns/write offs/accuracy, delivery performance and productivity and present findings/suggestions for improvement • Assist with creation of annual company forecast. Provide S&OP/Operational input to monthly financial forecasts. • Able to work well with colleagues and produce results within a fast-paced and high-pressure atmosphere. I Combine strong attention to detail with an orientation towards results/execution.