Investment Management Assistant at RBC Brewin Dolphin.Formerly an investment analyst involved in the investment research process within a family office. As a skilled FactSet Workstation user and advanced Excel user, I leveraged both programs together to create dynamic and aesthetic investment analysis tools. I also specialised in investment performance, using data analysis and visualisations to provide valuable insights as well as providing macroeconomic analysis and insights into the key macro events influencing markets. My competence in using Excel and other programs enabled me to improve and redesign processes to improve productivity across my team. I am a CFA UK Level 4 Investment Management Certificate holder, now studying towards the CISI Level 7 Chartered Wealth Manager qualification.University of Dundee 2019 graduate, holding a 2:1 Bachelor’s of Finance (BFin) degree with honours.Past experience also includes accountancy and 2+ years working within investment operations for investment platforms. Before graduating from university and beginning a career in finance, I held a senior beach lifeguard position for the RNLI, where I was responsible for leading small teams during regular beach operations and emergency situations.Feel free to connect!