Hi, I am Jack lewis
Welcome to my Digital Profile
ABOUT ME
ABOUT ME
: 9
A highly analytical and results-oriented finance professional with 10+ years of experience in financial analysis, investment management, and risk assessment. Adept at streamlining financial operations to enhance business profitability and maintain regulatory compliance. Skilled in leveraging data-driven insights to inform strategic decision-making.
RESUME
RESUME
Experience
Senior Financial Analyst
Barclays Investment Bank, London
- Conduct in-depth financial analysis to support strategic investment decisions and business development.
- Develop risk management strategies and oversee the implementation of financial models for performance optimisation.
- Present quarterly financial reports to senior management, highlighting key insights and recommendations.
- Mentor junior analysts, providing training and support to enhance team performance.
Investment Manager
Lloyds Banking Group, London
Managed a diverse portfolio of high-value investments, achieving consistent growth and mitigating risks. Collaborated with clients to develop personalised investment strategies aligned with market trends. Monitored financial markets to identify emerging opportunities and potential threats. Provided regular updates to clients and senior management, ensuring transparency and informed decision-making.
Education
MSc in Finance and Investment
University of Warwick, Warwick Business School
Gained solid expertise in financial markets, valuation methods, and strategic investment decision making.
BSc in Economics and Finance
London School of Economics (LSE)
Built a solid academic base in economic theory, financial modelling, and data-driven decision making.
SKILLS
SKILLS
Hard Skills:
Soft Skills:
CERTIFICATES
CERTIFICATES
COURSE PROGRESS
COURSE PROGRESS
Introduction to UK Financial Regulation & Professional Integrity
Final Exams: Exam Pending
CPD Hours: 0.64
Introduction to Investment, Risk and Taxation
Final Exams: Exam Pending
CPD Hours: 0
Jack lewis
London , GB
P: +447911123456 | E: [email protected]
Linkedin Url: https://www.linkedin.com/mark_palmer
A highly analytical and results-oriented finance professional with 10+ years of experience in financial analysis, investment management, and risk assessment. Adept at streamlining financial operations to enhance business profitability and maintain regulatory compliance. Skilled in leveraging data-driven insights to inform strategic decision-making.
Education
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University of Warwick, Warwick Business School -- MSc in Finance and Investment(14/11/2007 - 07/12/2008)
Gained solid expertise in financial markets, valuation methods, and strategic investment decision making.
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London School of Economics (LSE) -- BSc in Economics and Finance(07/11/2004 - 11/12/2007)
Built a solid academic base in economic theory, financial modelling, and data-driven decision making.
Work Experience
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15/10/2018 - 31/01/2024
Senior Financial Analyst[Barclays Investment Bank, London]
- Conduct in-depth financial analysis to support strategic investment decisions and business development.
- Develop risk management strategies and oversee the implementation of financial models for performance optimisation.
- Present quarterly financial reports to senior management, highlighting key insights and recommendations.
- Mentor junior analysts, providing training and support to enhance team performance.
-
12/11/2024 - 12/11/2024
Investment Manager[Lloyds Banking Group, London]
Managed a diverse portfolio of high-value investments, achieving consistent growth and mitigating risks. Collaborated with clients to develop personalised investment strategies aligned with market trends. Monitored financial markets to identify emerging opportunities and potential threats. Provided regular updates to clients and senior management, ensuring transparency and informed decision-making.
Certificates
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12/11/2024 - 12/11/2024
Chartered Financial Analyst (CFA)
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12/11/2024 - 12/11/2024
Financial Risk Manager (FRM)
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12/11/2024 - 12/11/2024
Certified Investment Management Analyst (CIMA)
Skills
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Financial analysis
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Investment management
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Risk assessment
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Financial modeling
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Strategic decision-making
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Analytical thinking
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Results-oriented
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Team mentoring
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Communication
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Strategic planning