Talk to sales Try for Free
Callum O'Reilly, CAIA

Callum O'Reilly, CAIA

Offshore Investment Analyst

Followers of Callum O'Reilly, CAIA551 followers
location of Callum O'Reilly, CAIALondon, England, United Kingdom

Connect with Callum O'Reilly, CAIA to Send Message

Connect

Connect with Callum O'Reilly, CAIA to Send Message

Connect

  • Timeline

  • About me

    Origination and Deal Structuring at Drax Group | Renewable Energy

  • Education

    • Chartered Financial Analyst (CFA) Institute

      2020 - 2021
      CFA Level I

      The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning.

    • Corporate Finance Institute® (CFI)

      2021 - 2021
      Financial Modeling & Valuation Analyst Honour Roll

      Professional designation which links theory to practical application which has now enabled me to build financial models that can forecast company cash flows and provide valuations that are quantitatively accurate. In addition, it’s allowed me to build onto those models key functions that can perform scenario analysis and sensitivity testing of model inputs in order to prepare companies for different business scenarios.

    • Stellenbosch University/Universiteit Stellenbosch

      2016 - 2019
      Bachelor of Commerce - BCom Investment Management & Financial Management Deans Merit List

      Activities and Societies: University of Stellenbosch Investment Society - USIS

    • CAIA Association

      2018 - 2019
      Charter Alternative Investments Level I, Level II, Affiliate Member

      Professional designation offered by the CAIA Association to investment professionals who complete two levels of examination and a course of study entailing the tools needed to analyse alternative investment vehicles.

    • University of Cape Town

      2020 - 2020
      Bachelor of Commerce (Honours): Financial Analysis & Portfolio Management First Class

      Activities and Societies: UCT InvestSoc

    • Bayes Business School

      2021 -
      Master of Science - MS Investment Management Distinction

      Triple Crown Accredited University in London, United Kingdom.

  • Experience

    • Zaina Wealth Management

      Aug 2020 - Jan 2021
      Offshore Investment Analyst

      My role was to analyse investment products for our clients and compile research reports. Responsibilities included: performance reporting, portfolio valuation, fund review tasks, and investment fund replacement research, fund manager consultations, creating Investment Policy Statements,recruitment, website maintenance, portfolio management and asset allocation.

    • Fujax UK

      May 2022 - Jul 2023
      Junior Treasurer

      Commodity Trading & Alternative Investments

    • MYTILINEOS S.A.

      Jul 2023 - Jul 2024
      Energy Originator

      Origination and Deal Structuring for renewable energy projects covering the European markets.

    • Drax Group

      Aug 2024 - now
      Renewable Strategic Originator

      Origination & Deal Structuring for Corporate PPA Transactions

  • Licenses & Certifications