
tom harrison
investment analyst
About
Graduate from Durham University in Mathematics and Economics
united kingdom
london
investment management
microsoft excel, big data, statistical data analysis, corporate finance, microsoft office, microsoft access, java, r, stata, sage, problem solving, analysis, data analysis, financial analysis, microsoft word, big data analytics, statistics, statistical modeling, investment management, asset management, portfolio management
Experience

financial analyst
harpsden wealth management limited
* After graduation I started working with Harpsden Wealth Management, a multi-award winning wealth management firm with in-house financial advisers and discretionary portfolio management. * My jobs have included * Providing financial reporting and analytics to the advisers * Implementation of a new back office system * Creating new Excel models for accounts and data * Attending bi monthly asset allocation meetings and fund manager updates * Leading and completing an in house compliance survey focusing on "treating clients fairly" * Reorganisation of archiving structure

intern
hsbc global banking and markets
I spent two weeks on the Syndicate desk in the Global Banking and Markets division of HSBC. During my time here I researched green, ethical and sukuk bonds in order to present to the team an alternative style of investment. Furthermore I worked with a team releasing a return to market bond for CIBC. This experience was vital as an introduction to debt capital markets and global banking as a whole, with the team providing me with valuable insights into the structure of fixed income products and their providers.
junior data and reporting analyst
alchemy worx
* Following from previous experience here, I moved from the finance division into the data, reporting and analytics side. This meant my daily work revolved around creating reports for clients from various sources of data and creating and improving databases for email deployment. I also worked with big data in order to provide in house analysis of trends and patterns. * My main roles included: * Creating excel models for clients following marketing campaigns * Data cleansing and analysis for both in house teams and clients * Creating and designing templates for presentations * Working with the campaign managers to determine the success of A/B testing * Liaising with the accounting team to help with modelling and forecasting
finance and accounting intern
alchemy worx
I assisted with the accounting team, by creating profit and loss, cash flow and balance sheets. Whilst managing these I followed up on my previous year's experience creating forecasts for the business, predicting growth following their expansion into America. I learned valuable Microsoft Excel and data analysis skills whilst working as part of this team.

investment analyst
saltus investment managers
Education
gillotts school
Highest mark in the year in Additional Maths
sir william borlase's grammar school
Activities and Societies: String, Chamber and Full Orchestra, Swing band, Hockey team
durham university
economics
Dissertation titled: Dimension Reduction and its Applications in Econometrics and Finance. Activities and Societies: Durham Student Theatre, Hild Bede Theatre, Durham University Light Opera Group, Durham University Jazz Society, Durham University Music Society, Durham University Orchestral Society
tom harrison's Contact Information
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