Frederik Meyer Email & Phone Number

London, Gb

Jersey

Jersey

I have been actively involved in the development of diverse financial models, notably an investment framework that harnesses the power of Excel and VBA. This framework combines macro and microeconomic inputs to provide informed and data-driven recommendations for portfolio positioning. It allows us to make strategic investment decisions with precision and agility, optimising the portfolio management processes.I've also created an automated Excel tool that serves as a dashboard for our portfolio strategies. This tool allows senior stakeholders to swiftly review the current fund composition, key financial metrics like beta, value-to-growth scores, bond sensitivity, and volatility, as well as an aggregated score for each strategy. What sets this tool apart is its portfolio builder tab, which enables the easy exchange of funds from a pre-approved whitelist and their corresponding allocations. It provides real-time updates for the financial metrics, even considering how changes in fund allocation affect the portfolio's overall volatility through covariance calculations. Furthermore, with the help of a VBA script, it can effortlessly revert to the current portfolio holdings, greatly enhancing our portfolio management capabilities.I've conducted thorough sector research on Real Estate and AI to provide valuable insights for our quarterly report sent to high-net-worth families. In crafting a sector analysis on Real Estate for our quarterly report sent to high-net-worth families, I conducted extensive research and data analysis to offer a comprehensive overview of the real estate market, identifying investment opportunities and potential risks. This report not only served to inform our clients about the current state of the real estate sector but also tailored recommendations to their specific investment goals, enabling them to make well-informed financial decisions in a complex and dynamic market.

New York, United States

I conducted extensive research on ESG metrics to enhance clean energy initiatives in commercial properties, particularly those financed through C-PACE (Commercial Property Assessed Clean Energy). This research involved a deep dive into environmental performance, energy efficiency, and sustainability practices of commercial properties. Additionally, I developed a state-specific fee calculator in Excel to assess project costs in compliance with varying state regulations accurately.Moreover, I played a pivotal role in establishing crucial connections with commercial property lenders. Through proactive networking and relationship-building, I fostered opportunities for C-PACE financing to benefit our organisation, LordCap Green. This involved not only identifying potential lending partners but also advocating for the advantages of eco-friendly property upgrades and aligning them with lenders' interests.My contributions were consistently recognized for my quick learning, reliability, and proactive teamwork, as well as my ability to consistently deliver high-quality work within stipulated timelines. Overall, my efforts helped drive LordCap Green's clean energy initiatives and expand the reach of C-PACE financing opportunities, thereby contributing significantly to the organization's mission and success in sustainable property development.

I efficiently organized tutoring sessions to align with each student's unique schedule, ensuring consistent and focused support.I personalized my teaching methods and materials to cater to each student's specific learning needs, aiding their understanding of complex GCSE concepts.Effective communication with parents or guardians allowed us to establish clear academic goals and expectations, fostering a collaborative approach to student success.

Jersey

- Strengthened time management skills by dedicating time spent working with clients in six-minute intervals.- Broadened interpersonal communication skills through time spent in the office as well as on Zoom calls.

Master Of Engineering - Meng, Aeronautical And Astronautical With Space Engineering, First Class

Activities and Societies: - Freestyle Captain for the Ski Society, organising sessions and aspects of the ski trips. - Trained Muay Thai.

A Level, Physics, Chemistry And Mathematics, A*A*A

Lamda, Public Speaking, Distinction

Wrote and delivered a series of speeches.