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Financial Analyst and Business Consultant
Francesco Boscolo Bragadin
,
London, United Kingdom
Experience
Other titles
Skills
I'm offering
Investors ready business plans: Executive summary, Company Description (mission, vision, values), Industry Analysis, Company Analysis, Swot, PEST, Top-dow (macro)/Bottom-up (segment regression) analysis, three statement model, valuation, scenario & sensitivity analysis, Dashboard Creation and Pitch Deck.
Can also provide In-depth analysis such as Working Capital and Breakeven
Can also provide In-depth analysis such as Working Capital and Breakeven
Markets
United Kingdom
Industries
Language
English
Fluently
Italian
Fluently
Ready for
Larger project
Ongoing relation / part-time
Full time contractor
Available
My experience
2020 - 2020
freelance
Financial Analyst and Business Consultant
Transmit.
Mentored two small UK businesses after receiving business loan and increased ROI by 15%.
Helped with a variety of tasks spanning from Strategic planning to budgeting and forecast, bottom up analysis through machine learning regression analysis.
Helped with a variety of tasks spanning from Strategic planning to budgeting and forecast, bottom up analysis through machine learning regression analysis.
Financial analyst, Financial statement analysis, Business Analysis, Financial planning, Strategic Planning, Forecasting, Budgeting, Excel, DATA ANALYSIS AND VISUALIZATION, Python, Machine learning
2020 - 2020
job
Business Development manager, EU sales
Last Word UK Limited.
• Prospected and built relationship among key decision makers across the Asset Management Industry, notably Head of Distribution, Country Head, Head of Marketing & communication;
• Consultatively sold Events and creative solutions from across the Expert Investor portfolio to a range of existing and new clients (proposals were out to be signed off), by understanding the manager's allocation and security selection decisions as to help them raise average AUM.
• Liaised with the head of fund selectors to understand the asset allocation of potential delegates among Fund Selectors and Fund Buyers including Asset Owners (institutional investors);
• Collaboratively worked with my team members and other team member across Last Word such as marketing, events, legal, research and editorial;
• Contributed to the creation of new products.
• Consultatively sold Events and creative solutions from across the Expert Investor portfolio to a range of existing and new clients (proposals were out to be signed off), by understanding the manager's allocation and security selection decisions as to help them raise average AUM.
• Liaised with the head of fund selectors to understand the asset allocation of potential delegates among Fund Selectors and Fund Buyers including Asset Owners (institutional investors);
• Collaboratively worked with my team members and other team member across Last Word such as marketing, events, legal, research and editorial;
• Contributed to the creation of new products.
Marketing, Business development, Research, Word, Management, Asset Management, Sales, Security, Development, Manager
2018 - 2019
job
Institutional Sales
Squared Financial Service Limited.
• Prospected & on-boarded institutional accounts among Hedge Funds, CTAs, Banks, Investment Management firms and corporates.
• Mapped clients' risk tolerance and their location across the risk spectrum to promote bespoke FX liquidity solutions and hedging strategies;
• Increased electronic brokerage revenue with focus on FX, Indexes and ETF on both platform accounts and FIX-API accounts.
• Monitored ADV and delivered high priority client service, by maintaining a strong focus on customer needs, risk tolerance liaising with the trading desk, to meet clients' and internal expectations.
• Contribution to EBITDA in excess of $300,000
• Contributed to implement marketing activity through market commentary.
• Mapped clients' risk tolerance and their location across the risk spectrum to promote bespoke FX liquidity solutions and hedging strategies;
• Increased electronic brokerage revenue with focus on FX, Indexes and ETF on both platform accounts and FIX-API accounts.
• Monitored ADV and delivered high priority client service, by maintaining a strong focus on customer needs, risk tolerance liaising with the trading desk, to meet clients' and internal expectations.
• Contribution to EBITDA in excess of $300,000
• Contributed to implement marketing activity through market commentary.
Marketing, API, Management, Sales, Service
2015 - 2018
job
E-FX Sales & Team Leader
City Credit Capital Ltd.
• Business Development Team Leader
◦ Provided hands on coaching and mentoring to a six member's team of dedicated Fx Salespeople;
◦ Maximise revenue potential whilst strictly adhering to TCF principles;
◦ Conducted sales and product training and ensuring team members adhere to all internal policies and procedures;
◦ Developed own book of business, understand client needs and provide excellent customer service.
• Business Development / Account Manager
◦ Prospected & on-boarding new to company partners among global financial Institutions (wealth management, IFAs) in multiple territories, and retail clients;
◦ Identified new business opportunities and created a sales strategy to reach new introducing partners and clients;
◦ Built, developed, and maintained an accurate sales pipeline;
◦ Promoted CCC execution service and trading platform;
◦ Liaised with compliance to ensure smooth onboarding process;
◦ Analysed economic trends, geopolitical moves, official statements, Central Banks' monetary policies, Governments' fiscal policies to provide the insights clients need to prepare for currency moves;
◦ Managed relationship and liaised with customer service and dealing to address client's trading queries;
◦ Onboarded 60 retail clients for a total AUM of €1m.
◦ Contribution to EBITDA in excess of $200,000
◦ Wrote article on financial magazines.
◦ Provided hands on coaching and mentoring to a six member's team of dedicated Fx Salespeople;
◦ Maximise revenue potential whilst strictly adhering to TCF principles;
◦ Conducted sales and product training and ensuring team members adhere to all internal policies and procedures;
◦ Developed own book of business, understand client needs and provide excellent customer service.
• Business Development / Account Manager
◦ Prospected & on-boarding new to company partners among global financial Institutions (wealth management, IFAs) in multiple territories, and retail clients;
◦ Identified new business opportunities and created a sales strategy to reach new introducing partners and clients;
◦ Built, developed, and maintained an accurate sales pipeline;
◦ Promoted CCC execution service and trading platform;
◦ Liaised with compliance to ensure smooth onboarding process;
◦ Analysed economic trends, geopolitical moves, official statements, Central Banks' monetary policies, Governments' fiscal policies to provide the insights clients need to prepare for currency moves;
◦ Managed relationship and liaised with customer service and dealing to address client's trading queries;
◦ Onboarded 60 retail clients for a total AUM of €1m.
◦ Contribution to EBITDA in excess of $200,000
◦ Wrote article on financial magazines.
Business development, Coaching, Retail, Account Manager, Training, Mentoring, Onboarding, Customer service, Management, Sales, Service, Compliance, Development, Manager
2013 - 2015
job
Business Development Manager
Dow Jones International.
• Targeted Sell-side financial institutions, spanning from Central Banks to Brokers/advisors, and buy side (fund managers, fund buyers, fund selectors).
• Pitched complex solutions e.g: Real Time market-moving news, Factiva for news screening, Venture Source to Private Equity, Governance, Risk and Compliance solutions for AML and ABC compliance.
• Organised trials and meetings with Specialists and Product colleagues for client training sessions.
• Launched new products.
• Average Size of a single deal personally closed $50000 per 7 deals closed
• Pitched complex solutions e.g: Real Time market-moving news, Factiva for news screening, Venture Source to Private Equity, Governance, Risk and Compliance solutions for AML and ABC compliance.
• Organised trials and meetings with Specialists and Product colleagues for client training sessions.
• Launched new products.
• Average Size of a single deal personally closed $50000 per 7 deals closed
Business development, Training, Compliance, Development, Manager
2004 - 2012
job
Senior Relationship Manager
RCS Mediagroup S.p.A.
• Consistently achieved annual sales target of €1.5m
• Ranked #1 in the southern Italy sales area from 2009 through 2011
• Managed 20+ accounts in excess of €1.5m recurring revenues from €20k pa to €150k pa.
• Average single deal from €3k to €25k.
• Liaised directly with clients providing excellent client service in keeping with company standards.
• Built client relationships and ensured client retention by going the extra mile
• Up-sold and cross-sold across my clients' product portfolio.
• Attend external meetings and social events with clients.
• Ranked #1 in the southern Italy sales area from 2009 through 2011
• Managed 20+ accounts in excess of €1.5m recurring revenues from €20k pa to €150k pa.
• Average single deal from €3k to €25k.
• Liaised directly with clients providing excellent client service in keeping with company standards.
• Built client relationships and ensured client retention by going the extra mile
• Up-sold and cross-sold across my clients' product portfolio.
• Attend external meetings and social events with clients.
Sales, Service, Retention, Social, ON, Manager, UP
My education
University of Palermo
MSc, Business & Economics
MSc, Business & Economics
CFA Institute
N/a, N/a
N/a, N/a
CFI Institute
N/a, N/a
N/a, N/a
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