Prepared financial report on Chelverton Global Technology Fund, presenting findings to senior management and analysing asset performance, investment returns, investment strategy, valuation, market outlook and competitive positioning.
Participated in industry conferences and seminars, sharing insights and gaining knowledge from peers and professionals in asset management field.
Internship
Marsh McLennan
04.2026 - 06.2026
Developed standardised risk monitoring frameworks, enabling early identification of potential risks.
Supported risk appetite assessments and reporting, enhancing infrastructure clients' understanding of risk exposure.
Assessed emerging risks and megatrends for the airport sector, informing strategic decisions based on WEF 2026 report.
Participant
Edinburgh Finance Society
01.2025 - 01.2026
Collaborated with team to simulate M&A deal process from strategy formulation to closing.
Developed acquisition pitch by conducting industry research, analysing company performance, and valuing using DCF and CCA.
Engaged in discussion groups focused on competition analysis and M&A processes.
Participant
GAIN University Investment Challenge
01.2025 - 01.2026
Qualified for finals in a University Investment challenge as one of top 5 teams out of 53 national applicants.
Developed 60+ page PowerPoint presentation and 10-page report on WHSmith, covering Catalysts, CCA & DCF and presented to a team of 6 professional judges.
Collaborated with team members to achieve target results.
Participant
GIIP Insight Programme
01.2025 - 01.2026
Completed 10-week programme on financial fundamentals, equity analysis, and stock pitching, including academic workshops, mentorship, and in-person Spring Insight Days at Alta Advisors.
My team pitched Games Workshop to a panel of professionals.
Participant
Edinburgh Trading and Investment club
01.2024 - 01.2025
Pitched Edenred and Panasonic with CAA and DCF frameworks. Used Capital IQ as the main research platform.
Developed Excel model to value equity of Colgate-Palmolive Company and created credit tool to rate its senior debt using rating agency methodology reports.
Society Leader
UCS’s Geography Society
01.2023 - 01.2024
Prepared weekly PowerPoints, organised talks, and led discussions for 25+ members to stimulate engagement with global issues among younger students.
Mentored younger students in Geography and Economics, offering weekly support and guidance to enhance their understanding and interest in the subjects.