Hands-on finance professional with 7+ years' experience in valuation analysis and financial modelling. Reviewed and challenged analysts' DCF models across sectors to identify mispriced assets and inform investment decisions within a team managing £3.5BN. Built the project cash-flow model underpinning a £19M equity financing for a UK infrastructure asset, subsequently acquired by Dalmore Capital for £34M. Driven and self-motivated individual seeking a career in private markets.
Experience
Associate Portfolio Manager
Royal Bank of CanadaJan 2021 – Aug 2025
• Identified investment opportunities across major asset classes, built the investment case and presented to senior managers. • Worked with research analysts across equities to review valuation models and stress-tested scenarios. • Built and executed large trade orders across all major asset classes and launched and negotiated structured product terms. • Managed investment relationships with UHNW clients, delivering portfolio presentations, performance analysis and guidance on investment markets. • Translated research into a quarterly macroeconomic and investment market review with a readership of 2,000+, presenting asset allocation and macro views across equities, fixed income and alternatives. • Analysed portfolios and met with portfolio managers and fund managers to optimise performance within a fast-paced, high-pressure market environment.
Assistant Portfolio Manager
Royal Bank of CanadaApr 2019 – Jan 2021
• Analysed large volumes of financial time-series and asset data to monitor key market metrics and presented insights to senior management. Produced detailed presentation packs for client meetings with in-depth portfolio analysis. • Deployed Robotic Process Automation across three sub-teams, then designed and delivered training to the wider business group, driving adoption of new tooling and improving inter-team workflow.
Infrastructure Analyst
Edge Hydro Holdings LtdJan 2018 – Apr 2019
I helped build the three-statement financial model and presented key insights to financial stakeholders, supporting the successful securing of £19M in equity financing. The business was subsequently acquired by Dalmore Capital for £34M. I also negotiated with key stakeholders to establish a community fund allocating more than £30,000 per year of project-generated revenue to the local community.
Education
CFA Level 1 & Level 2
2025 – Present
Both passed first time
Registered for CFA Level 3 February 2027.
International MBA - Masters in Business Administration
2025 – Present
Entrepreneurship award scholar; Beta Gamma Sigma Award (Top 20%); M&A Lab - Search Fund Participant; Turner MIINT Impact Investing Venture Capital Competition Team Leader; IE Tennis Team; IE Venture Capital & Private Equity Club – European & Middle East Research
Bachelor of Arts, Politics & Economics
2017
Skills
Languages
- English
- Spanish