Sam Hallett Email & Phone Number

Towcester, GB

• Responsibilities include the following:
• Performance monitoring of Discretionary Fund Manager portfolio performance
• Update and maintenance of Investment Benchmarking Models
• Update and maintenance of portfolio fund universe asset allocation changes
• Create, update & maintain CBAM reporting processes
• Monitoring fund flows between sectors and asset classes

Ascot, England, United Kingdom

Responsible for the composition of the loan book through the whole life-cycle of a loan, including:- Initial sourcing of opportunities. Both direct and through partnerships;- Due diligence of borrower and borrower proposal through 3rd party and self-developed proprietary tools;- Analysis of underlying security (where appropriate);- Risk management of.

Ascot, England, United Kingdom

Following being the sole force behind the creation of the business and associated processes, continuing lion’s-share responsibility for all aspects of corporate management of the business including:- Shareholder Management- Bookkeeping/Accounting- Regulatory Maintenance- Strategic Decision Making- Sales/Relationship Management

Ascot, Berkshire, United Kingdom

• Responsibilities include but not limited to:
• Reporting on Company AuM
• Responsible product owner of P2P & Structured Products
• Enacting the advisory portfolio rebalance
• Development of Business Analyst reporting
• Being a point of opinion on a variety of adviser matters

Berkshire, United Kingdom

- Working 30hrs/week whilst also studying for BSc Finance & Investment Banking as well as the CII's Diploma in Regulated Financial Planning– Part of a 3-member team supporting and managing over 100 client accounts in a business with over £100 million AUM (Business has 4 teams)– Supported Senior Advisor on all aspects of account management, including.

Berkshire, United Kingdom

– Part of a 3-member team supporting and managing over 100 client accounts in a business with over £100 million AUM (Business has 4 teams)– Supported Senior Advisor on all aspects of account management, including answering client enquiries, examining portfolios, engaging in client meetings, making recommendations for advisors and processing business from.

Berkshire, United Kingdom

NHS Shared Business Services, Southampton, United Kingdom

• Responsible for handling transactions to/from members along with investigating and correcting membership record issues
• Developed a good rapport with colleagues and line managers, being offered to go permanent within 1 month of placement starting

Dorset, United Kingdom

• Responsible for managing and delegating team-worker responsibilities and manpower requirements
• Communicating with other stakeholders to find solutions to problems with experimental parts/processes

Dorset, United Kingdom

• Assembly of complex assemblies with manual/power tools with aid of drawings/specifications

Plymouth, United Kingdom

• Responsible for coordinating all reactive maintenance works for Corporate Landlord properties
• Rapid correspondence between parties where information isn’t clear through written & spoken mediums
• Dealing with customer complaints in a courteous, professional and effective manner
• Handling general enquiries from the public on a vast range of issues via telephone communication and written emails

Yeovil, United Kingdom

• Assisted very senior management resolving urgent program issues on very high value, experimental programmes
• Travel within Europe on extremely short notice for sustained periods
• Led a project to reduce production man-hours within a major project by 35%
• Re-organised production progress monitoring systems so that they showed a more accurate profile of work-flow
• Created technical reports for the commissioning of equipment on aircraft
• Maintained financial milestones by ensuring that production targets were reached