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Strong investment, financial and strategy professional specialising in Excel financial modelling and PowerPoint development
Charles Shodijo
,
London, United Kingdom
Experience
Other titles
Skills
I'm offering
I offer a range of business and investment support services including:
(1) Investment & Commercial Due Diligence supporting investment or acquisition.
(2) Expertise in discounted cash-flow (DCF) financial modelling & forecasting in Excel.
(3) PowerPoint presentation support.
(4) General growth strategy support to help your business grow sales.
(5) Asset management product specialist
I have over 15 years of corporate experience, and have worked at a number of great companies including, Barclays, Fidelity, Sky TV, Virgin Media, Tesco Pension Investment and Cadent Gas Pension Scheme.
(1) Investment & Commercial Due Diligence supporting investment or acquisition.
(2) Expertise in discounted cash-flow (DCF) financial modelling & forecasting in Excel.
(3) PowerPoint presentation support.
(4) General growth strategy support to help your business grow sales.
(5) Asset management product specialist
I have over 15 years of corporate experience, and have worked at a number of great companies including, Barclays, Fidelity, Sky TV, Virgin Media, Tesco Pension Investment and Cadent Gas Pension Scheme.
Markets
United States
(Remote
only)
Canada
(Remote
only)
United Kingdom
France
(Remote
only)
Germany
(Remote
only)
Lithuania
(Remote
only)
Denmark
(Remote
only)
Norway
(Remote
only)
Sweden
(Remote
only)
Finland
(Remote
only)
Industries
Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Full time contractor
Available
My experience
2019 - ?
job
Pension Investment Strategy Manager
Cadent Gas Pension Scheme.
Outline: Established a new £7bn DB pension scheme, developing its cashflow driven investment strategy, building relationships with asset managers, proposing investment ideas to Trustees, monitoring investment holdings, managing pension finance cost forecasts, as well as implementing new governance structures and policies. In addition, my role is to provide the pension input and concomitant note into Cadent’s annual report whilst support funding valuation and security discussions. Moreover, I work with lawyers to review investment documentation (IMAs, side-letters etc.), and the scheme’s tax adviser.
Key Achievements:
- Establishing a new Pension Scheme with associated HMRC registration, including managing bulk transfer of £7bn of scheme assets from National Grid Pension scheme.
- Supported funding security & valuation discussions on behalf of Cadent Gas Ltd.
- Development of new investment strategy.
- Due diligence on asset managers and their strategies including Secure Income, Infrastructure, Liquid & Illiquid Credit Alts, Private Equity, Direct Property, LDI, Fixed Income & Securities Lending.
Key Achievements:
- Establishing a new Pension Scheme with associated HMRC registration, including managing bulk transfer of £7bn of scheme assets from National Grid Pension scheme.
- Supported funding security & valuation discussions on behalf of Cadent Gas Ltd.
- Development of new investment strategy.
- Due diligence on asset managers and their strategies including Secure Income, Infrastructure, Liquid & Illiquid Credit Alts, Private Equity, Direct Property, LDI, Fixed Income & Securities Lending.
Investment, Legal advice, Project Management, Project coordination
2019 - 2019
job
Director / Owner
Paradigm Advisors.
Outline: Consulting services offering financial modelling and valuation support, investment due diligence, capital raising, and pitch-book development.
Key Achievements:
- Delivered due diligence project looking at mortgage-focused start-up with concomitant valuation.
Key Achievements:
- Delivered due diligence project looking at mortgage-focused start-up with concomitant valuation.
Consulting, Due Diligence, Commercial Due diligence, Development, Strategy development, Financial Management, Financial Statement Analysis, Business strategy, Business development, Excel modeling
2018 - 2019
job
Investment Manager (Private Markets/illiquid)
Tesco Pension Investment.
Outline: Investment management and origination for the income focused £2.5bn private markets portfolio, targeting ~5-7% net IRR, investing across various asset classes, monitoring, and analysing drivers of performance across strategies.
Key Achievements:
- Reviewed over 100 proposals, gaining approval for investments totalling £250m+ across renewables, real estate (debt & equity), and bank recapitalisations; each returning c.6% IRR on average.
- Developed the credit-focused investment strategy and the 2019/2020 investment plan.
- Led the development of a Cash Flow Model to map disbursements and income over a 5-10-year period.
- Undertook detailed research into various investment strategies and products, including Infrastructure Debt & Equity, Direct Lending, Energy Efficiency Trusts, PRS Funds and a Car Park Fund.
Key Achievements:
- Reviewed over 100 proposals, gaining approval for investments totalling £250m+ across renewables, real estate (debt & equity), and bank recapitalisations; each returning c.6% IRR on average.
- Developed the credit-focused investment strategy and the 2019/2020 investment plan.
- Led the development of a Cash Flow Model to map disbursements and income over a 5-10-year period.
- Undertook detailed research into various investment strategies and products, including Infrastructure Debt & Equity, Direct Lending, Energy Efficiency Trusts, PRS Funds and a Car Park Fund.
Research, Management, Infrastructure, Energy, Investment, Preparation for investor meeting, Investor relations, Business strategy, Credit assessment, Investment Due Diligence, Product owner
2017 - 2017
freelance
Strategy Consultant
Fidelity International.
Outline: Engaged by Fidelity Strategy & Planning team to develop the product and 'go to market' strategy for a Digital Wealth Management product.
Fidelity extended my engagement to support another project to develop the Global Defined Contribution (DC) product and market-entry strategy for its 3rd party pension administration service.
Key Achievements:
- Delivered detailed product and channel Digital Wealth strategy for Germany & UK. Deliverables
included:
o Sizing and segmenting the market, assessing competitors and market dynamics, identifying client
needs, developing key product features including pricing, and identifying challenges
o Developing a detailed business case (DCF model) showing breakeven point and NPV over 10 years
- Developed the 'Global DC' market entry & product strategy, covering Canada and Pan-Europe, with supporting 10-year DCF model. In addition, met with local regulators in Luxembourg (CSSF) and Belgium
(FSMA) to discuss regulatory challenges and options for 'home country' location.
Fidelity extended my engagement to support another project to develop the Global Defined Contribution (DC) product and market-entry strategy for its 3rd party pension administration service.
Key Achievements:
- Delivered detailed product and channel Digital Wealth strategy for Germany & UK. Deliverables
included:
o Sizing and segmenting the market, assessing competitors and market dynamics, identifying client
needs, developing key product features including pricing, and identifying challenges
o Developing a detailed business case (DCF model) showing breakeven point and NPV over 10 years
- Developed the 'Global DC' market entry & product strategy, covering Canada and Pan-Europe, with supporting 10-year DCF model. In addition, met with local regulators in Luxembourg (CSSF) and Belgium
(FSMA) to discuss regulatory challenges and options for 'home country' location.
Management, Business Case, Market entry, Regulatory, Planning, Go, Pension, Wealth management, Forecasting, Finance, Business strategy, Excel modeling, Powerpoint
2016 - 2016
job
Corporate Finance and Investment Manager
Ariadne Capital.
Outline: Joined a boutique advisory firm, which also held small equity stakes in several early-stage companies, to focus on advising technology companies on capital raises from Series A stage onwards with detailed analysis of the financial position and creditworthiness of clients and developing pitch books to present to potential investors.
In addition, I gained exposure to venture capital transactions for the ACE Fund, leading due diligence, negotiating deal terms and supporting portfolio companies with valuation, strategic partnerships, and follow-on financings. As part of my role I undertook Fund portfolio reports for meetings with limited partners, including valuation updates and returns analysis.
Key Achievements:
- Led due diligence on behalf of large corporates seeking early-stage companies to acquire or partner.
- Secured debt finance of almost £10m for two clients: -
o One was an online gaming company seeking to acquire another firm
o The other was an AIM listed cybersecurity company seeking to grow
- Advised on the sale of a data consulting firm for ~£5m to a trade buyer.
- Built an investor database to target potential investors for portfolio companies.
In addition, I gained exposure to venture capital transactions for the ACE Fund, leading due diligence, negotiating deal terms and supporting portfolio companies with valuation, strategic partnerships, and follow-on financings. As part of my role I undertook Fund portfolio reports for meetings with limited partners, including valuation updates and returns analysis.
Key Achievements:
- Led due diligence on behalf of large corporates seeking early-stage companies to acquire or partner.
- Secured debt finance of almost £10m for two clients: -
o One was an online gaming company seeking to acquire another firm
o The other was an AIM listed cybersecurity company seeking to grow
- Advised on the sale of a data consulting firm for ~£5m to a trade buyer.
- Built an investor database to target potential investors for portfolio companies.
Business development, Innovation, Database, Consulting, Finance, Technology, Due Diligence, Development, Investment, Investor relations, Preparation for investor meeting, Fundraising, Project Management
2011 - 2015
job
Strategy Manager
Barclays PLC.
Outline: Initially supported Finance Strategy team before being promoted into the Strategy team to lead on strategy projects. My role was to identify areas of growth and develop strategies to execute including assessing market landscape and current business dynamics, liaising with product and divisional specialists, and developing DCF models to support strategy. In addition, I led Commercial Due Diligence and valuation projects on acquisition targets and supported the development of our corporate strategy.
Key Achievements:
- Completed due diligence & business plan analysis to acquire a ~£400m loan book.
- Completed a valuation exercise valuing Barclaycard as a stand-alone entity from Barclays.
- Managed corporate development projects in support of proposed FinTech acquisitions above £10m.
- Led analysis on the financial P&L impact of regulatory changes to interchange to Barclaycard.
- Ran a public speaking course and a financial modelling and ‘industry knowledge’ course for colleagues.
- Sat on the Colleague Engagement Forum and the led the ‘Inspire’ pillar.
Key Achievements:
- Completed due diligence & business plan analysis to acquire a ~£400m loan book.
- Completed a valuation exercise valuing Barclaycard as a stand-alone entity from Barclays.
- Managed corporate development projects in support of proposed FinTech acquisitions above £10m.
- Led analysis on the financial P&L impact of regulatory changes to interchange to Barclaycard.
- Ran a public speaking course and a financial modelling and ‘industry knowledge’ course for colleagues.
- Sat on the Colleague Engagement Forum and the led the ‘Inspire’ pillar.
Business Case, Due Diligence, Fintech, Support, Growth, Public speaking, Development, Regulatory, Manager, Business strategy, Go-to-market strategy, Growth strategy, Migration strategy, Product development, Project Management, Financial Management, Budget and accounting, Excel, Data Analysis, Analysis, Excel modeling
My education
2008
-
2011
Chartered Institute of Management Accountants
CIMA, ACMA, Accounting
CIMA, ACMA, Accounting
Kingston University
Masters, Business Management
Masters, Business Management
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