tom harrison

tom harrison

investment analyst

About

Graduate from Durham University in Mathematics and Economics

Country

united kingdom

City

london

Industry

investment management

Skill

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

harpsden wealth management limited

financial analyst

harpsden wealth management limited

2016-7 - 2017-6 · 1 yr

* 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

hsbc global banking and markets

intern

hsbc global banking and markets

2015-9 - 2015-9 · 1 mo

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.

alchemy worx

junior data and reporting analyst

alchemy worx

2015-7 - 2015-8 · 2 mos

* 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

alchemy worx

finance and accounting intern

alchemy worx

2013-8 - 2013-9 · 2 mos

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.

saltus investment managers

investment analyst

saltus investment managers

2017-8 - Present · 9 yrs 2 mos

Education

gillotts school

gillotts school

2006-1 - 2011-1 · 5 yrs 1 mo

Highest mark in the year in Additional Maths

sir william borlase's grammar school

sir william borlase's grammar school

2011-1 - 2013-1 · 2 yrs 1 mo

Activities and Societies: String, Chamber and Full Orchestra, Swing band, Hockey team

durham university

durham university

economics

2013-1 - 2016-1 · 3 yrs 1 mo

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

Email

******@***.com

Phone

(**) *** ****

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