Steven Constantinou Email & Phone Number
Who is Steven Constantinou? Overview
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Steven Constantinou is listed as Senior Portfolio Manager at Brewin Dolphin at RBC Brewin Dolphin, a company with 1829 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Steven Constantinou.
Steven Constantinou previously worked as Senior Portfolio Manager at Rbc Brewin Dolphin and Portfolio Manager at Rbc Brewin Dolphin. Steven Constantinou holds Investment Advice Diploma from The Chartered Institute For Securities & Investment (The Cisi).
Email format at RBC Brewin Dolphin
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About Steven Constantinou
A highly motivated and ambitious individual that is eager to enhance their knowledge on investment products and the economic impact on financial markets. Once this broad understanding has been achieved, the goal is to be able to generate tailor-made investment solutions and present them in an easy-to-understand manner to clients. Currently working towards this goal by studying to achieve the CISI Chartered Wealth Management Masters qualification.
Listed skills include Rstudio, Mathematics, Microsoft Excel, Leadership, and 6 others.
Steven Constantinou's current company
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Steven Constantinou work experience
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Portfolio Manager
Associate Portfolio Manager
- Recently promoted after completion of the CISI Investment Advice Diploma in November 2020.
- Working closely with investment managers to help produce bespoke investment solutions for primarily intermediary clients.
- Independently managing and maintaining a designated investment manager’s client book who has funds under management of over 370 million pounds.
- Conducting a vast arranging of portfolio management tasks including and not limited to: managing this year’s ISA subscription project; reviewing and rebalancing all types of portfolios for clients with differing.
- Attending fund meetings and conducting research on investment products and financial market movements; then presenting the findings back to the wider team and cohort.
- Completing bulk deals, whether it be a straight switch of funds or a more complicated amendment to portfolios that requires building multiple constraints into the dataset in Excel.
Portfolio Management Assistant
Administrator
- Assisted in the process of implementing the new service of automated advice for existing and new clients.
- Put in charge of updating the main piece of computer software Intelligent Office so personal finance portals can be launched for active clients. This included setting up valuations for clients’ plans and revising.
- Produce cash flow models and pension forecasts for clients using Cashcalc.
Accounts Assistant
- Visited a client’s premises for a Solicitors Accounts Rules Audit and assisted the lead Accountant, whilst maintaining a professional standard throughout.
- Independently complete bank reconciliations and invoice scheduling ready for the accountant to prepare statutory accounts.
Food Service Worker
- Worked in an extremely busy and fast-paced environment under high pressure with a cohort of over 30 people and working as a team to get all the characters served.
- Served celebrities like Olly Murs and media personnel like Sue Barker and Clare Balding whilst continuously remaining professional, polite and calm.
- Independently stocked and maintained a clean work area to comply with food hygiene standards.
- Was selected by the manager to be solely in charge of prepping and delivering a food order off site on two separate occasions. All before anyone else in the section arrived on site, displaying the qualities of a.
Colleagues at RBC Brewin Dolphin
Other employees you can reach at brewin.co.uk. View company contacts for 1829 employees →
Taisha Tulloch
Colleague at Rbc Brewin Dolphin
Bromley, England, United Kingdom, United Kingdom
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KK
Kim Kelso
Colleague at Rbc Brewin Dolphin
Greater Glasgow Area, United Kingdom
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SR
Stacey Renno
Colleague at Rbc Brewin Dolphin
London Area, United Kingdom, United Kingdom
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PK
Patrick Kearney
Colleague at Rbc Brewin Dolphin
Newcastle Upon Tyne, England, United Kingdom, United Kingdom
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PP
Patryk Polanski
Colleague at Rbc Brewin Dolphin
Manchester, England, United Kingdom, United Kingdom
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ML
Mike Lenhoff
Colleague at Rbc Brewin Dolphin
Greater London, England, United Kingdom, United Kingdom
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MH
Matthew Haig, Apfs
Colleague at Rbc Brewin Dolphin
Greater Glasgow Area, United Kingdom
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TM
Timothy Moss
Colleague at Rbc Brewin Dolphin
Greater Ipswich Area, United Kingdom
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BP
Brent Pitchford
Colleague at Rbc Brewin Dolphin
Roseburg, Oregon, United States, United States
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CS
Colin Smith
Colleague at Rbc Brewin Dolphin
Livingston, Scotland, United Kingdom, United Kingdom
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Steven Constantinou education
Investment Advice Diploma
Bsc, Mathematics, 2:1
A-Levels, Mathematics Further Mathematics Applied It, Aab
Gcse And Btec Level 2, Various, 2A* 4A 4B And Distinction*
Frequently asked questions about Steven Constantinou
Quick answers generated from the profile data available on this page.
What company does Steven Constantinou work for?
Steven Constantinou works for RBC Brewin Dolphin.
What is Steven Constantinou's role at RBC Brewin Dolphin?
Steven Constantinou is listed as Senior Portfolio Manager at Brewin Dolphin at RBC Brewin Dolphin.
Where is Steven Constantinou based?
Steven Constantinou is based in London, England, United Kingdom while working with RBC Brewin Dolphin.
What companies has Steven Constantinou worked for?
Steven Constantinou has worked for Rbc Brewin Dolphin, Brewin Dolphin, Jb Wealth Management Ltd, Halsey & Co. (Accountants) Ltd, and Compass Group.
Who are Steven Constantinou's colleagues at RBC Brewin Dolphin?
Steven Constantinou's colleagues at RBC Brewin Dolphin include Taisha Tulloch, Kim Kelso, Stacey Renno, Patrick Kearney, and Patryk Polanski.
How can I contact Steven Constantinou?
You can use AeroLeads to view verified contact signals for Steven Constantinou at RBC Brewin Dolphin, including work email, phone, and LinkedIn data when available.
What schools did Steven Constantinou attend?
Steven Constantinou holds Investment Advice Diploma from The Chartered Institute For Securities & Investment (The Cisi).
What skills is Steven Constantinou known for?
Steven Constantinou is listed with skills including Rstudio, Mathematics, Microsoft Excel, Leadership, Time Management, Teamwork, Communication, and Statistics.
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