Daud B.

• Contributed to equity, collectives, and bond discussions to guide our investment strategy. • Prepared presentations, valuations, and proposal documents for client meetings. Attended and provided support as necessary, taking minutes, writing meeting notes, and updating the client mandate. • Conducted and presented quarterly portfolio performance analysis. Providing Investment Manager comments on asset/sector allocation and stock-specific factors. • Assisted on queries from clients or professional intermediaries. Supporting the preparation of client communication on our investment outlook, current positioning and past performance. • Extra roles: Co-Chair of the NextGen Network, Charity Committee member and Invest Cloud Champion

•Wrote equity research report used to recommend sector-specific securities (Healthcare and Pharmaceuticals) to Bolingbroke clients, institutional investors, and the company’s website subscribers •Compiled and analyzed data from companies filing, press releases and other academic research to form the basis of thoughtful insights and an investment thesis detailed in the reports •Used Bolingbroke propriety excel based valuation tool to derive a future price of stock values •Amalgamating the use of a discounted cash flow forecast and a PEER analysis of comparable ratios to extrapolate a future stock price

•Created the budget for the year 2020/21 •Spearheaded the implementation of a reimbursement scheme to make climbing more financially accessible. •Successful roll out of the reimbursement scheme through a humorous yet informative ‘climb out to help out’ themed posts on our social media presence, encouraging a high uptake of the program

•Overseeing the spending and income of the charity, managing £200,000+ throughout the year •Approving and amending the budgets of sports and societies to ensure it corroborates with overall charities budget and goals •Writing, approving and implementing charities financial rules

• Shadowed employees at the firm to understand their role and background • Prepared a presentation on what I learned during the experience which was presented to the office manager

•Planning and executing sessions to inform students interested in Financial services. •Organizing activities such as external trips and guest speakers. Including organising a talk from a member of the Monetary Policy Committee (MPC), as part of the Bank of Englands outreach.

First year modules: Principles of Economics, Economic Methods, Environmental Economics, World Economy and History of Economic Thought Second year modules: Microeconomics, Macroeconomics, Economic Data Analysis, Financial Economics, Economics of Social Policy and Intermediate Methods Third year: International Economics, Security and Investment Analysis, Developmental Economics and Monetary Economics