Joseph Morgan

Cardiff University / Prifysgol Caerdydd Graduate

London, England, United Kingdom

About

Experience

  • Business Analyst at Softek
    May 2025 - Present · 1 yr 2 mos

    Client-facing Business Analyst delivering margin, capital, and risk reporting for financial institutions to meet regulatory and risk management requirements. Support client onboarding and integration, ensuring consistent data flows across regulatory capital, margin lending, securities finance, and risk functions. Act as a liaison between clients and technical teams, translating complex requirements into actionable specifications, using SQL, Excel, and Softek proprietary tools to analyse data and streamline reporting workflows

  • Financial Planning Associate at Mulberry Bow
    Jul 2024 - Mar 2025 · 9 mos

  • Sales Representative at HelloFresh
    Feb 2023 - Oct 2023 · 9 mos

    - B2C sales representative for Australia’s most successful food delivery service, working across New South Wales. - Face to face contact with customers. - Resolving issues promptly. - Providing information about the services offered by Hello Fresh.

  • Corporate Finance Intern at Saint Gabriel Pty Ltd
    Jul 2021 - Oct 2021 · 4 mos