Michael Hickey, Cfa Email & Phone Number

London, Gb

London Area, United Kingdom

Served as the primary point of contact for UUHNW clients, directly addressing complex queries, managing relationships, and developing tailored solutions to meet their needs, driving client satisfaction and retention. Created actionable insights from client balance sheets using asset-liability modelling to forecast lifetime wealth. Applied linear regression and factor modelling to perform scenario and attribution analysis. Acted as a subject matter expert, providing technical guidance and analysis to support internal teams and clients on wealth management strategies, investment products, and risk management practices.Proactively identified areas for process improvement and efficiency gains through modelling data, leading to strategic initiatives to streamline workflows, enhance operational effectiveness, and reduce costs.Mentored and trained junior analysts, fostering and developing their technical and analytical skills while providing ongoing support and guidance ensuring team growth and improved performance.Provided leadership while managing the team's day-to-day operations, ensuring smooth workflow, effective coordination, and timely completion of tasks.

London, United Kingdom

Prepared and presented detailed reports on portfolio performance and attribution analysis, translating complex data into clear insights for stakeholders, and supporting data-driven decision-making.Analysed existing and potential investments and their impact on asset allocation, risk, and returns metrics. Implemented a new analytical report to compare the correlation between funds and their top holdings and compare them with market returns using Bloomberg data, enhancing performance and selection process.Conducted peer analysis comparing returns and volatility of existing fund holdings against potential fund universe using Excel and Bloomberg.

Watford, United Kingdom

Managed a portfolio of 180 small business clients, providing a comprehensive service including tax advice, financial reporting, and completion of company accounts, ensuring compliance and driving client satisfaction.Grew portfolio of clients by 50% through networking with agencies and referrals from current customersDeveloped an automated reminder system, analysing client inquiries to design a solution that streamlined communication and improved efficiency, enhancing client experience.Used data to analyse outstanding debts and implemented a new system to monitor and cap debt levels, resulting in a significant reduction of unpaid balances and improved financial management for stakeholders.

Ireland