Marketing services for investment trust clients, including writing articles and recording interviews with fund managers and analysts for podcasts and videos.In addition, writing articles on general investment topics, including research and financial analysis.

• Responsible for producing a wide range of investment content for Forbes Advisor and The Evening Standard for retail investors.• Liaising with, and interviewing, fund managers and other investment professionals to provide specialist external content for articles.• Working with the wider editorial and SEO team on forward planning of content and ideas for future articles.• Recent articles for Forbes include:o “How to invest in …” series, covering different asset classes, sectors and geographical regions, including recommendations for shares, OEICs, investment trusts and ETFs.o “Our pick of the best … funds” series, covering bonds, the S&P 500, artificial intelligence and blue-chip stocks, amongst others.o In-depth features and research on the ‘best’ trading platforms and ISA and SIPP providers.o Basic guides to investing, including investment trusts, funds, ETFs and shares, as well as investing defensively, protecting against a stock market downturn and how to start day trading.

• Produced a variety of articles on personal finance and investing, both to meet existing briefs and creating own ideas for content.• Articles included: the most-bought investment trusts, our pick of the investment trusts trading at a discount, the risks of over-diversifying a fund portfolio and how to protect a portfolio in falling markets.

• Advising the CEO and Heads of Department on compliance, company standards and best practice• Monitoring compliance with Money Laundering Regulations and providing regulatory updates• Overseeing legal and compliance audits, and managing the implementation of recommendations• Member of Compliance Committee

• Implementing best practice processes across the corporate finance department, reporting to the Head of Finance • Particular focus on content creation of a library of precedent materials including presentations for clients (pitches for new clients, evaluation of strategic options, acquisition searches and company disposals) and financial models

• Project management of transactions, co-ordinating the various parties (client, lawyers, accountants, brokers, regulatory authorities and other parties);• Researching a wide range of issues for clients and producing client presentations, information memoranda, circulars and other regulatory documents for the London Stock Exchange;• Acting as day-to-day point of contact for clients; • Analysis of financial statements and creating financial models, e.g. financing models for acquisitions; and• Managing internal team members.Transactions included:• Advising Gresham Private Equity on its £42 million disposal of Pall Mall to John Mowlem (cleaning sector)• Advising a private equity firm on its proposed disposal of a portfolio company (manufacture of lighting products)• Advising Rok Property Solutions plc on its £15 million acquisition of the Llewellyn Group (construction services)• Advising Highbury House Communications plc on its £32 million acquisition of Paragon Publishing (consumer magazines)• Advising NSB Retail Systems plc on its £272 million acquisition of STS Systems (retail software services)

• Being the lead senior for Omnicom in the UK. Omnicom is a global advertising services company with a $20 billion market capitalisation. This role involved planning the audits for the various Omnicom businesses in the UK and carrying out the head office audit.• Being a “champion” of the new “business audit” procedures in the London office, including presenting to the audit department on the “business audit” and assisting other audit teams with implementation of the new procedures.• Drafting due diligence reports on potential acquisition targets for Omincom, including CPR Worldwide (PR services to the pharmaceutical sector) and Oyster Partners (technology services).• Carrying out audits on clients in a range of sectors. As an audit senior, I was responsible for managing the audit on a day to day basis at the client premises.