
Timeline
About me
Incoming Graduate Trainee - Wealth - Asset Management at NatWest Group
Education

University of leeds
2019 - 2022Bachelor of arts - ba politics philosophy economics first year: 2:1Activities and Societies: Leeds University Men's Hockey Club (Until December 2019).... Leeds University Golf Club.... Leeds University Men's Cricket Club (Social Member).... Leeds University Trading and Investment Society.... Through taking part in various societies, as well as keeping on top of my studies, I have: Managed my time effectively to ensure sport doesn’t interfere too much with academic work. Learnt to deal with the pressure of playing sport at University level. Effectively integrated myself into a well-established team Taught myself how to manage the stress of university work alongside my social life.

Royal hospital school
2012 - 2019GCSE: 10A*A Levels: A (History), A (Economics), B (Maths)EPQ: A* (Title: To what extent are economic sanctions an effective tool of foreign policy for use against rogue nations?)English Speaking Qualification: DistinctionLearning at RHS taught me how to: Be disciplined with my approach to work. Achieve a sensible balance of time between work and extra-curricular activities. Prioritise work that I struggled with, to better my results in the long… Show more GCSE: 10A*A Levels: A (History), A (Economics), B (Maths)EPQ: A* (Title: To what extent are economic sanctions an effective tool of foreign policy for use against rogue nations?)English Speaking Qualification: DistinctionLearning at RHS taught me how to: Be disciplined with my approach to work. Achieve a sensible balance of time between work and extra-curricular activities. Prioritise work that I struggled with, to better my results in the long run. Push myself to achieve the best results that I could, often meaning going outside of my academic comfort zone. Show less
Experience

Serve legal ltd
Apr 2019 - Jul 2019AuditorThis job represented a more flexible position, meaning I could balance auditing, pub work and restaurant serving coherently over the summer of 2019.Through auditing for Serve Legal I learnt: How to manage my time between jobs, and within the Serve Legal auditing time frame, effectively. The importance of professional integrity as my reports required complete honesty. How to organise myself to make the most efficient use of my time, and to complete the audits as accurately as possible. Show less

Milsom hotels and restaurants
May 2019 - Aug 2019Restaurant serverMy role at Le Talbooth as a restaurant server was conducted in fast paced environment, and demanded high levels of concentration and constant attention to detail for long shifts.Through this role I: Developed a good attention to detail, which was demanded of me when setting up events. Bettered my ability to interact with diners in a professional manner to reflect the Milsoms brand; this differed greatly to guest interaction in my job at a pub, which was more informal in nature, therefore showing my adaptability across various roles. Worked as part of a team to efficiently set up events, serve diners and work alongside the kitchen team to ensure events ran smoothly. Learnt to take direction effectively; being my first job in this type of environment, I experienced a steep learning curve as I was thrown in at the deep end and was forced to learn quickly. Show less

Edwardstonewhite horse
Jul 2019 - Sept 2019BartenderI enjoyed this role immensely as it allowed me to interact with customers frequently, meant that I could take on different responsibilities and enabled me to work as part of a great team.Through this role I: Developed my ability to stay calm whilst working under pressure. Learnt to deal with customers effectively in a range of circumstances (e.g. managing complaints). Built on my communication skills to fit into, and subsequently become a contributing member of, a well-established pub team. Welcomed the opportunity to take on different responsibilities through the varied nature of the role. Show less

Leeds university trading and investment society
Sept 2019 - Oct 2022Member tmt sectorI am a member of Leeds University Trading and Investment Society and, more specifically, am an active member of the TMT sector within this society.Involvement in this society has: Helped to boost my understanding of financial markets in general. Given me the opportunity to build on my knowledge surrounding the way in which markets operate, as well as giving me basic understanding of more detailed aspects of Financial Services, such as learning simple valuation methods that analysts could apply. Allowed me to propose trades for the TMT fund; this has required me to research, risk-assess and compile information into a concise proposal that is delivered to the Sector Heads, thus helping me to develop my career-specific analytical skills. Show less

Bright network
Jul 2020 - Oct 2022Bright network investment banking virtual internship 2020Amidst an uncertain Internship climate, Bright Network’s virtual internship was a great introduction to Investment Banking for me, exposing me to useful seminars and a work sample to give me some solid experience.Taking part in this Virtual Internship gave me: A great opportunity to gain valuable insight into the world of Investment Banking (specifically M&A). Opportunities to access seminars on valuation metrics, how to present an M&A proposal and tips on Networking from large Investment Banks. A chance to consolidate my learning in an M&A work sample surrounding the low-cost carrier industry in Eastern Europe, and then give my finished presentation to another Intern for marking.o This gave me a chance to get a basic understanding of valuation metrics such as Trading & Transaction Comparables, EBITDA and EV as well as how these are used to attain a takeover price. Show less

The starting line
Oct 2020 - Oct 2022Co-founderThe Starting Line is a multi-media platform that is run by, and targeted towards, University Students hoping to gain better commercial awareness. We offer 3 main channels for patrons to gain both industry-specific knowledge and a more general understanding of current-affairs, with the hope that these could help them to perform better in an increasingly competitive corporate climate. Namely, the services we aim to consistently provide are:Daily InsightsA summary of 3 important stories in the news every day, helping to boost general awareness of current affairs, with these often being applied by the author for an extra depth of understanding.Weekly ArticlesA more in-depth, analytical piece posted every Sunday to afford prospective interns the industry specific knowledge that will help them stand out at interview. Our passion for helping develop students' knowledge is taken further here, offering students the opportunity to write for our page, helping to boost their confidence in writing critically evaluative pieces whilst they develop career specific knowledge.Weekly RoundupsAimed at those who have busy schedules, the Weekly Roundups are posted every Saturday and offer a brief overview of the top news stories of the week in the UK and internationally. Summarised into succinct bulletins, the Weekly Roundup is a great tool to give condensed insights into current affairs from legal, political and financial perspectives. Show less

Vmware
Jun 2021 - Jun 2022Emea finance & business operations placement studentThroughout this year in Industry I sat in the EMEA Channel Finance team, supporting the Director of Channel Finance and Business Operations in EMEA. Over my time with VMware I:• Supported members of my team with Ad Hoc projects (for example, designing spreadsheets to track rewards programmes & managed partner performance).• Became a key member of the GSI team, driving forecasting accuracy and efficiency through bettering the existing spreadsheets/ models.• Assisted the reporting processes of the GSI team, especially around Quarter-End.• Learnt the skill of how to conduct myself in a professional working environment.• Became skilled in how to use Excel and CRM/ Tableau for reporting/ analytical purposes. Show less

Fundsmith llp
Jul 2022 - Aug 2022Sustainable equity fund internOver my month-long Summer Internship at Fundsmith I supported the Sustainable Equity Fund team. I enjoyed this role tremendously, whereby I:• Worked on updating Fundsmith’s Sustainable Equities database• Built a solid foundation of knowledge on ESG investing, something I owe to how willing the team were to field my questions.• Was given the opportunity to engage with a Valuation Model, in the context of me wanting to learn more about Fundamental Analysis of companies.• Helped to design a spreadsheet that would track the setting/ hitting of sustainability goals by companies in Fundsmith’s sphere of interest.• Learnt an entirely new approach to investing and, ultimately, what makes a fund successful. Show less

Finncap group
Jan 2023 - Jan 2023Sales, trading & market making internThis three-day stint of Work Experience at finnCap Group offered me an insight into Sales, Market Making and Sales-Trading in the UK small cap space. Over my time with the team, I sat in on meetings with external clients, built on my existing knowledge about how a trading floor operates and learnt how the different facets of finnCap interact with one another, acting as a team to deliver the services that have won finnCap it's reputation as the Number One Broker on AIM.

J.p. morgan asset management
Sept 2023 - Sept 2023Jpmorgan chase asset management virtual internship programme on forageGathered clients' key investment objectives, risk appetite, investment restrictions, and other relevant information to enable recommending a suitable investment solutionConstructed suitable investment portfolios for two individuals based on their unique risk profilesCarried out quantitative fundamental analysis for two stocks and made a recommendation to clients based on their investment objectivesCalculated Key Performance Indicators (KPIs) for a clients' investment portfolios Show less

Fidelity international
Oct 2023 - Oct 2023International investment management job simulation on forage• Completed a simulation focused on optimizing a Fidelity International investment portfolio and evaluating potential stock and fixed income opportunities.• Applied analytical skills to optimize a managed investment portfolio and provide actionable suggestions for improvement.• Evaluated publicly listed stocks and fixed income opportunities through SWOT and relative valuation analysis and effectively communicated findings.• Utilized quantitative techniques like Sharpe Ratio and Excel's Solver function for optimal asset allocation.• Translated key market observations into actionable ideas for Sales & Marketing strategies. Show less
Licenses & Certifications
- View certificate

Python for finance - investment fundamentals and data analytics
UdemyMay 2024 - View certificate
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Introduction to securities and investment level 3 (esma and mifid ii compliant)
The chartered institute for securities & investment (the cisi)Aug 2020
Volunteer Experience
Head of Public Speaking and Debating for Cornwallis House
Issued by Royal Hospital School
Associated with Thomas PaddonHead of Leeds Branch
Issued by B&Together on Jan 2020
Associated with Thomas PaddonDeputy Head of School & Prefect
Issued by Royal Hospital School on Sept 2018
Associated with Thomas PaddonHead of House
Issued by Royal Hospital School on Sept 2017
Associated with Thomas PaddonCombined Cadet Force Rank - Lance Corporal
Issued by Royal Hospital School on Sept 2014
Associated with Thomas Paddon
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