James Leeming, CFA

Experience

• 

  Heartwood Wealth Management

  Jul 2011 - Jul 2011

  Work experience

  Responsible for producing tax forms. Gained experience in responsible client service and the management of an investment portfolio

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  UBS

  Jul 2011 - Jul 2011

  Work experience

  Rotated through various departments including Risk and Finance, as well sitting in on the trading floor. Gained an in depth knowledge of the workings of a large bank, the markets they trade in and how this affects the economy as a whole

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  Santander UK

  Jul 2015 - Sept 2015

  Summer Intern

  Worked in the Statutory Reporting and Technical Accounting team that produce the Half Yearly reports for Santander UK Group Holdings, Santander UK plc and Abbey National Treasury Services. • Gained an in depth understanding of the bank, the reporting process and financial accounting.• Skills needed and improved upon: Attention to detail, healthy work ethic, numerical ability and strong communication.• Obtained introductions into Capital, Management Information and Treasury Finance teams.• Raised £2350 for the British Heart Foundation as part of a winning team of interns competing in a Corporate Social Responsibility Challenge. Show less

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  Evelyn Partners

  Sept 2016 - now

  Associate Director