The role had a variation of projections, which required specific and strategic implementation along with below tasks:Delivering quality financial advice to clients and investors an helping clients and investors in grow, diversify and protect their acquired wealth and investments.Providing colleagues and clients bespoke investment and wealth structuring recommendations.Evaluate asset and portfolio performance. Keeping up to date with developments in the financial markets and their impact on investors portfolios. Writing up property valuations and financial projections for the next financial year. Carrying out daily financial transactions.Advising companies on how to control risks and cut costs. Developing marketing material.Compiling basic company valuations using market multiples. Helping to identify potential investors.Carrying out assessments of underwriting risks. Carrying out due diligence on potential borrowers, clients or partners. Collating data on a companies loan absorption capacity. Referring new business opportunities to senior managers.Meeting clients at their offices. Helping to train new staff and mentor them to high performance team members. Carrying out monitoring and implementation tasks. Keeping colleagues informed of developments in the financial markets.I enjoyed my time within the role and had no issues with obtaining more tasks along the way and completing those tasks before my successor arrived to take over the role.

Ensuring deals and pitch books are completed and resemble the interpretation that you received from the managing directors and the directors wanted.This role was almost entirely client relationship management and interaction, buyers would be contacted directly and pitched by myself. Client relationship and interaction played a far bigger part within this role, with my background and influence over 95% of business was won.Overseeing and supporting origination, opportunity evaluation and deal execution, working on a broad scope of assignment and products within the United Kingdom and Europe.Taking control of predominant sectors such as Global Industries, Consumer and Retail, and Telecom and Media for the United Kingdom and Europe.I worked closely with several senior bankers to proactively generate ideas and solutions in order to meet client needs and provide key support in day to day client coverage.Prepared, supervised and implemented due diligence sessions throughout the UK team and be a key communicator and interact with the deal team members on regular updates and changes.

After almost 6 years as a Senior Investment Analyst, I then moved further up within the team and replaced my manager as Investment Associate.I was responsible for my old team, hitting deadlines and implementing the Vice President's requirements and executing them accordingly.The role included much more face to face interaction with some of our longest standing clientele, meeting with them to discuss their needs, requirements and feeding that information back to my senior. Deals were and are to this day a part of the conversation that was touched upon often.I worked closely with the Managing Director on a daily basis and presented several times on his behalf.

My role within J. P. Morgan as an undergraduate involve determining the value of the current investment, create advice reports, and research new investments. My primary function as Senior Investment Analyst was to analyze the market activity and advise my Financial Director the best course of action which will produce the best yield and minimize the risk of loss. The investment market trades in a wide range of financial instruments, including a mix of short- and long-term bonds.Other roles within my first job was to find out the value of a wide range of investment instruments available for purchase, terms and conditions, ability to meet internal requirements, and compliance with the overall focus of the firm. Trade in investment instruments are almost always financial and investment firms. Although the rate of return on these instruments can be quite high, few companies become involved in this as a side line to their primary business function, as the risk is also very high.

I decided to break from my academic curriculum for just over a year. I traveled South America, Australia, New Zealand, Asia and Russia.Whilst upon my travels, I found out a lot about myself and used those life experiences and applied them going forward within my roles within my career.