James O'Brien

Experience

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  Daybreak

  Jan 2014 - Jan 2015

  Sales Assistant

  • Delivered excellent customer service in-depth understanding of role. • Strengthened negotiation skills by up-selling products to customers. • Responsible for ensuring new staff were fully trained on all operations. • Solely responsible for overnight shift in a 24-hour store.• Ensure the safe cooking and preparation of foods for customers.

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  Circle K

  Jan 2015 - Jan 2016

  Sales Assistant

  • Responsible for ensuring new staff were fully trained and understood role in the company.• Delivered excellent customer service through manner and knowledge of role. • Engaged in negotiation tactics by ensuring people to signed up for Topaz Loyalty tags. • Solely responsible for keeping customer service at a premium for overnight shifts.

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  Dunnes Stores

  Jan 2016 - Jan 2016

  Trainee Buyer

  • Increased sales in underperforming stores by carrying out category group reviews.• Predicted future trends through the analysis of consumer buying patterns.• Assisted department sales by critical analysis of statistical data.• Identified new product development through performing multiple gap analyses of a category.• Reviewed, assisted and implemented planograms in stores to further drive sales.• Negotiated new policy for ingredients with key bread suppliers under an assigned timeline. • Adapted to all commercial environments across the industry where it was important to work off own initiative. • Built and maintained solid working relationships with suppliers and stores through strong communication skills.• Reported directly to an Assistant Buyer, Buyer and Head of Department within the Bread & Cakes Department.• Presented to Dunnes Stores board on key projects undertaken.• Strengthened sensory analysis ability by engaging in multiple tastings and benchmarks.• Worked closely with all 96 stores in conjunction with operations, NPD, marketing and SC departments.• Demonstrated strong time management skills as assigned multiple projects with a series of deadlines. • Improved team work skills on multiple group projects undertaken throughout.• An excellent understanding of RMS Oracle and IBM AS400 systems.• Developed excellent analytical, numeracy and IT skills (MS Excel, MS PowerPoint, MS Word and Outlook email). Show less

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  CFA Research Challenge 2018 | Representing University College Cork

  Jan 2017 - Jan 2018

  Equity Research Analyst

  •Acted as an Equity Analyst within a team of 5 representing University College Cork•Published the attached valuation report ono CRH in 2018•Provided qualitative research and presented to Davy's Board

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  The Asset Management Exchange

  Jan 2018 - Jan 2021

  •Acted as Business Development project manager on the first launch of an ESG strategy on the AMX platform.•Selling to clients that mainly include pension funds, insurance companies, and multinational corporations.•Ability to engage with internal and external executives in a solution-oriented manner.•Working on both sides of the trade with pension fund clients and asset managers to help launch a fund.•Providing walkthrough tutorials on reporting for new asset managers for their fund launch.•Detailed call notes distributed to all AMX Business Development after client calls.•Contributing to group meetings to ensure standards are kept and projects are turned around efficiently.•Promoting AMX to professional networks through social media and word of mouth.•Assisting in creating a money market fund presentation for potential clients.•Creating professional agendas for asset managers' meetings or client meetings.•Taking minutes of various meetings and ensuring high standards are maintained.•Working closely with the Product team on new fund launches to ensure the deadline is met.•Updating CRM across all sales teams for new opportunities.•Initiated an improved payment system for LEIs/ISINs that will save time and reduce costs.•Wrote parts for multiple Requests for Proposals (RFP) and Operational Due Diligence (ODD) regards AMX.•Assisted on Investor Stewardship Reporting project.•Negotiated reduced fees with Euronext on Legal Entity Identifier’s (LEIs) renewals.•Assisted on client calls and follow-up information.•Prospecting for AMX App Store project with potential service providers. Show less • Since joining the company helped contribute to the growth of the AUM from $5.5bn to $8.7bn (58%).• Excellent account management skills as a result of day-to-day oversight of a portfolio of funds that include hedge funds, equity long-only and fixed income.• Progressed rapidly in role demonstrated by managing one fund to five funds within first six months. • Responsible for training graduates and providing mentorship to ensure excellent development.• Excellent command of MS Excel through building of models for compliance and fund accounting.• Ability to manipulate and analyse numerous reports each week to relay performance of funds to Business Development department.• Daily analysis of reports delivered from fund administrator before sending NAV to investors. • Understanding of compliance procedures due to preparation of MIFID II and Annex IV.• Reviewing and forecasting of Total Expense Ratio for each fund to support budget forecasting.• Ability to build rapport with senior and junior colleagues at ease due to natural interest in people.• Volunteer to help colleagues on projects to help maintain quality of company content.• Work with an array of internal departments on various projects due to start-up nature of company (Risk, Legal, Treasury, Client Service and Business Development team).• Socialise with all colleagues and attend bonding events to help strengthen working relationships.• Proficient using Bloomberg, MS Excel, MS Word, MS PowerPoint and MS Outlook mail. Show less

  • Business Development Associate | AMX Sales

    Jan 2020 - Jan 2021

  • Associate | Investment & Operational Oversight

    Jan 2019 - Jan 2020

  • Analyst | Investment & Operational Oversight

    Jan 2018 - Jan 2019
• 

  Goodbody

  Jan 2018 - Jan 2018

  Investment Banking Analyst

  • Acted as an understudy to senior analysts and chief economist in various sectors (Financials & Real Estate, Gaming & Leisure, Airlines & Travel, Food & Beverage, Building Materials, Business Support & IT Services and Economics).• Gained exposure to wealth management, asset management and trading floor to understand business.• Assisted senior real estate analyst in REIT initiations which increased enhanced research skills.• Presented project to board and colleagues on how attract and retain female talent within the company.• Assisted in financial modelling and valuation models to accurately value REITs and financial companies. • Valued and presented bi-weekly stock picks using relative peer analysis, economic moat and DCF.• Researched data to create benchmark databases to compare UK and Irish real estate companies.• Data mined housing statistics to establish trend in forecasting future industry performance.• High level of report writing through assisting financials team on daily morning wrap.• Wrote opinion piece to clients supported by well researched data on future of Irish Office Market. • Attended client facing meetings where engaged with senior executives of Irish and UK firms.• Actively sought individual learning sessions with traders, senior analysts and asset managers.• Enthusiastically got involved in social events while also played with soccer and tag rugby teams.• Upheld the brand of the company at corporate events and networked effectively.• Socialised with peers as well as seniors throughout time with company Show less

• 

  Glass, Lewis & Co.

  Jan 2021 - Jan 2023

  Business Development Manager | Corporate Sales | Glass Lewis

  OVERVIEW:Corporate Sales | ESG Team Lead | Product Launch |Business Development | CRM |Governance•Glass Lewis provides a digital platform to institutions to assist them in voting at AGMs.•Working with a global-based corporate sales team of twelve people. •Selling an ESG tech platform to C-Suite executives of EMEA-listed companies.•Responsible for full sales cycle from outreach to close and account management.•Team lead with external ESG Artificial Intelligence partner.SALES:•Experience in finding sourcing leads in Salesforce, HubSpot and ZoomInfo.•Ensuring pipeline management is forecasted correctly.•Selling using in-person meetings, video calls, telephone, email, and LinkedIn.•Ensuring excellent relationship management is kept with clients throughout the year.•Created and presented PowerPoints for the Sales Training Kick-Off Week team.•Working with other team members on messaging for calls/emails. •Presenting weekly updates from sales for wider internal teams.•Attending conferences to obtain sales leads and to meet with existing clients.MANAGEMENT/STRATEGY:•Interviewed numerous candidates for a business development analyst position.•Made Team Lead on ESG sales.•Trained and mentored the business development analyst.•Working with the Vice President of Sales and Sales Director to discuss pricing, packaging, and messaging. Show less

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  Conga

  Jan 2023 - Jan 2025

  SaaS |Territory Plan| Forecasting| Prospecting| Solution Demo | Closing | Account Management •Conga is a software company that provides digital documents, contract management, electronic signature and CPQ solutions to companies across the globe.•Sell to C-Suite & IT executives of organisations across APAC.•Taking ownership of sourcing, prospecting, demoing, closing and account management of customers.

  • Strategic Account Executive

    Jan 2024 - Jan 2025

  • Enterprise Business Account Manager | APAC

    Jan 2023 - Jan 2024
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  Glass, Lewis & Co.

  Jan 2025 - now

  Institutional Sales Director