Summer Analyst
Birmingham, England, United Kingdom
- Gained hands-on experience across various investment banking roles through financial simulations, deepening my understanding of functions like portfolio management, sales trading, equity research, and IPO processes.- Managed a $20 million fund during the 2012 Euro-debt crisis, devising a multi-asset strategy and executing trades based on macroeconomic news. Achieved 3rd place out of 55 in ROI, generating $3.7 million in profit.- Leveraged buy-side client relationships to maximise commission and facilitate trades at competitive spreads. Reduced bank risk by strategically unwinding positions profitably.- Conducted equity research and built DCF, LBO, and M&A models to assess investment opportunities. Presented findings to 60+ potential investors with clear, data-driven slide decks.- Developed and presented a pitch that raised $100 million in capital, ranking 1st of 10 teams in capital raised.- Achieved Level 6 Diploma in Applied Finance.