Steven Constantinou Email & Phone Number

London Area, United Kingdom

London, England, United Kingdom

• 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.

London

Surrey

• 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.

• 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.

The Championships, Wimbledon [Media Kitchen]

• 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.

Investment Advice Diploma

Bsc, Mathematics, 2:1

Activities and Societies: President of the University of Southampton Mathematics Society 2017/18 academic year, Social Secretary.

A-Levels, Mathematics Further Mathematics Applied It, Aab

Activities and Societies: Senior Prefect in the 2014/15

Gcse And Btec Level 2, Various, 2A* 4A 4B And Distinction*