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Tomos James

Tomos James

Equity Research Applied Project - Industry Work Experience

Followers of Tomos James720 followers
location of Tomos JamesCardiff, Wales, United Kingdom

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  • Timeline

  • About me

    Associate Portfolio Manager at RBC Brewin Dolphin

  • Education

    • Ysgol Gyfun Glantaf, Cardiff

      2015 - 2017
      A Level - Maths, Economics, History, Welsh Baccalaureate A,A,A,B

      Activities and Societies: Glantaf Rugby Academy, Head of Sixth Form Committee, NatWest 'Making Business Happen' 2017 National Finalist

    • Ysgol Gyfun Plasmawr, Cardiff

      2011 - 2015
      GCSE 14 GCSE’s A*-C, including Mathematics (A) and English (A)

      Activities and Societies: Rugby, Cricket, Swimming, Duke of Edinburgh

    • University of Exeter

      2017 - 2020
      Bachelor of Science - BSc Economics and Finance Second Class Honours (Upper Division)

      Activities and Societies: Exeter University Rugby Football Club - High-Performance Programme Economics Society

    • University of Exeter

      2020 - 2021
      Master of Science - MSc Financial Analysis and Fund Management

      Activities and Societies: Exeter Student Investment Fund (ExSIF) Grade: Distinction

  • Experience

    • RBC Global Asset Management

      Feb 2021 - Aug 2021
      Equity Research Applied Project - Industry Work Experience

      European Equities: Produced a 10,000 word equity research report on a well-known UK luxury brand.In conjunction with the MSc FAFM degree.

    • PEM Corporate Finance LLP

      Aug 2021 - Jul 2022
      Corporate Finance Analyst

      M&A - responsible for producing private company valuation reports, maintaining financial models, conducting industry research and the preparation of client material.

    • Cantab Asset Management

      Sept 2022 - Sept 2024

      • Assistant Wealth Manager

        Aug 2024 - Sept 2024

      • Graduate Wealth Manager

        Sept 2022 - Jul 2024

    • RBC Brewin Dolphin

      Oct 2024 - now
      Associate Portfolio Manager

  • Licenses & Certifications

    • Financial Markets

      The Chartered Institute for Securities & Investment (The CISI)
      Nov 2024

    • Python for Finance: Investment Fundamentals and Data Analytics:

      Udemy
      Jul 2020
      View certificate certificate

    • (J12) Securities advice and dealing

      Chartered Insurance Institute
      May 2024

    • Bloomberg Market Concepts

      Bloomberg LP
      May 2020
      View certificate certificate

    • (J10) Discretionary Investment Management

      Chartered Insurance Institute
      Jun 2024

    • OpenLearn Investment Risk

      The Open University
      May 2020

    • Level 4 Diploma in Regulated Financial Planning

      Chartered Insurance Institute
      Mar 2024

  • Volunteer Experience

    • Student Mentor / Coach

      Issued by Pentyrch Rugby Football Club on Sept 2016
      Pentyrch Rugby Football ClubAssociated with Tomos James

    • Student Mentor / Coach

      Issued by University of Exeter Athletic Union (Sports Union) on Sept 2018
      University of Exeter Athletic Union (Sports Union)Associated with Tomos James