Unio Financial Services Limited

Investment Analyst

Investec

Worked as part of the Treasury Products and Distribution team across various roles and functions.  

Developed daily macroeconomic reports on currency fluctuations for clients and staff, analysing volatility in the market, central bank updates, currency trend analysis, sentiment influence, commodity currencies and safe/risky currencies.   

Acted as treasury dealer, advising clients on currency exposures, M.T.M limits as well as booking forward’s, drawdown’s, rollover’s, spot, and order contracts for clients.  

Supported the credit function, analysing private company accounts, looking at liquidity and profitability metrics to develop accurate credit line offerings to clients. Reviewed spot client limits leading to enhanced credit efficiency.  

Organised and led multiple client events, such as GAA webinars.

Treasury Analyst

CFA Institute

I represented UCD Smurfit Business School along with my team members at a national level, in the CFA Research Challange.

We were tasked with valuing First Derivatives Plc, which we did using DCF Analysis. Our analysis yielded a sell recommendation on FD stock.

Our target price was hit 3 months after we pitched to the CFA judges in February 2020.

CFA Institute Research Challenge 2020 - Vice Captain 

BizBroker.ie

Managed expansion of public liability insurance for plumbers. Results included onboarding of 13 new clients in a 4-month period.

Undertook reshaping the strategy for developing new business with plumbers. Led to enhancing efficiency throughout the department.

Analyzed markets and focused on smaller companies to reduce risk and increase revenues whilst decreasing commission dependency on larger clients.

Retained 9 current clients by offering competitive policies.

Developed excellent customer service and communication skills whilst providing highly competitive quotes and policies to increase the likelihood of repeat business in 12 months.

Insurance Broker

State Street

Collaborated with the “Asian Transfer Agency Team” with members spread globally to administer over 30 hedge funds and private equity clients based in Asia.

Led weekly team meetings to organize workloads for the day with teams in Hong Kong, Singapore, and Poland to meet client demands.

Completed processing payments (Reds, Subs etc.) up to $500 million for clients and investors to be released by COB daily. 

Sourced fund specific documents such as share class offerings to send to current and potential investors. 

Liaised with other departments including NAV and Fund Accounting to ensure accurate and timely information was presented to funds whilst working in a professional, administrative and regulatory manner with clients.

Transfer Agent (Internship)

A current investment analyst with Unio. I am a recent First-Class Honours MSc Finance graduate. Previous experience working in fund administration with 30 of Asia’s leading hedge and private equity funds. Led UCD’s national CFA research team in 2020, developing an equity thesis on First Derivatives Plc. As part of my MSc, I led a student group which developed a business plan using blockchain to generate a new online real estate sales platform. I am highly motivated and can develop and deliver a programme by establishing clear milestones and engaging with team members to deliver on time and within project parameters

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