olly jeffery

cfa institute

About

I am a driven and experienced strategy and equity research analyst. I have a strong track record of delivering insightful findings on single stocks, as well as strategic sector and thematic pieces that are well respected by executive management and investors. I have developed strong analytical and strategic skills working at a top tier global investment bank and the corporate strategy department of a leading utility company.

Country

united kingdom

City

london

Industry

investment banking

Skill

strategy, financial modeling, competitive analysis, business strategy, energy, marketing, marketing strategy, analysis, management, project management, financial analysis, valuation, renewable energy, portfolio management, sales, energy markets

Experience

european equity research - vice president equity analyst - utilities

rbc capital markets

2017-12 - Present · 8 yrs 10 mos

cfa institute

correspondence facilitator to lord mandelson

department for business innovation & skills

2009-4 - 2010-3 · 1 yr

Liaised with the Secretary of State, his private secretaries, special advisors and policy officials to action and prioritise correspondence effectively

corporate strategy analyst

edf energy

2012-10 - 2014-12 · 2 yrs 3 mos

equity analyst

tree line advisors

2010-3 - 2010-7 · 5 mos

* Researched investment opportunities in China’s retail and IT sectors encompassing management appraisal, financial analysis and evaluation of market environment * Devised an appropriate analytical framework, consulted with economists and sector analysts, and provided measured investment recommendations

energy analyst graduate scheme

edf energy

2010-9 - 2012-9 · 2 yrs 1 mo

* Investment project for EDF Energy Renewables: * o Created and delivered a strategic paper to the Board of Directors on the investment case for installing a new IT system at various wind farms * o Built a valuation model and conducted cost-benefit analysis of two IT system options * o Secured a £2million investment to implement my recommendations * Market segmentation analysis for the business supply division: * o Led a 6 month strategy project into the business unit’s customer portfolio that required extensive research and quantitative analysis to identify the most profitable business customers by sector * o The research allowed the business unit to intelligently target its sales activities * o This analysis contributed to an improvement in EBIT of £5million in 2012 * o The research and sophisticated model that I developed continues to be widely used, and was utilised by Ernst and Young in the their Energy Services Strategy Review