Data analyst and process engineering specialist
Barnaby Abbott, London, United Kingdom
Project themes include:
- Portfolio analysis (Granular breakdown of fund performance and exposure)
- Reconciliation tools (Absorbing reports from numerous data sources to highlight discrepancies)
- Operational efficiencies (Numerous examples of using excel/vba/basic python to improve processes both from an operational efficiency and data integrity perspective)
- Financial analysis (Creation of cash flow, revenue and financial statements for startups, Funds and small businesses)
Links for more
Ongoing relation / part-time
o Primary reporting and risk management support to the execution traders
o Daily portfolio analysis and limit exposure reporting
o Facilitating new investment, market strategies and access
o Fund accounting, regulation and compliance filings
o Production of investor specific and generic reporting
Personal Development and achievement to date
o Furthered my understanding of cash equity, listed derivative and CFD trading
o Increased my understanding of hedge fund structures and European equity long/short portfolio management
o Successfully transitioned firm wide trading platform allowing for our desk to increase volumes by 300%
o Built and automated three key reports for risk analysis, month end reporting and fund accounting
o Facilitated the implementation of 3 new systematic strategies and onboarding of 2 new portfolio managers
My main responsibilities include:
o Supporting the trading desk and ensuring risk is inputted correctly
o Facilitating the redemption and subscription of structured notes
o Liaising with trading and structuring to develop new business and fund launches
o New issuance of securitised products for the private investors product group
o Working with external vendors to ensure the pricing of our structured products is consistent with the market for corporate action events
o Greatly developed ability to time manage and coordinate global projects
o Increased understanding of equity derivatives, in particular securitised products and fund derivatives
The project aims to increase the overall student experience at the university through a new online platform that will communicate all the co-curricular and extra-curricular opportunities offered throughout the University.
This project has given me a unique graduate level role, representing both the students and staff alike, my duties have been varied and challenging. With high levels of responsibility and freedom, I have been able to create my own processes and controls to determine where this project will go.
Such responsibility allowed myself and my project partner to pioneer initiatives, such as the 'Opportunity Games', a team building and training event aimed to advocate symbiotic thinking and develop better working relationships within the project team.
I have also been heavily involved with creating a lot of the key database frameworks, to ensure the coherence of all the data we collect.
Summary of key attributes to my role include:
Conducting Interviews with senior professional with experience of up to 30 years in their field
Working with limited information and building data networks
Project Coordination and Management
Website design and interface
Outlook management and organisation
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