London, England, United Kingdom
Conducted industry and company-specific research to support equity investment decisions, focusing on identifying undervalued opportunities. Attended meetings with company management teams alongside senior analysts to gather insights on strategy, operations, and long-term outlooks. Participated in portfolio review meetings and investment committee discussions, gaining exposure to value investing strategies and long-term capital allocation. Performed fundamental analysis of listed companies by reviewing financial statements, calculating key ratios, and assessing intrinsic value. Supported pre- and post-meeting analyses by updating valuation models and helping formulate questions for management based on financial and strategic considerations.
Supported the deal team in the early stages of M&A transactions by conducting industry research and compiling company profiles. Assisted in preparing pitch decks and marketing materials for potential clients, focusing on presenting key financial and strategic information. Participated in internal discussions about deal strategy and valuation, gaining exposure to real-world transaction dynamics. Performed basic financial analysis on target companies, including reviewing financial statements and identifying key valuation drivers. Built and maintained valuation models using trading comparables, precedent transaction analysis, and DCF methodologies, incorporating sensitivity analyses and scenario modeling
Supported development efforts on internal tools by writing and debugging code under the guidance of senior engineers. Gained hands-on experience with version control (Git) and collaborative software development workflows. Built a small independent project that integrated with a third-party REST API, handling data fetching, parsing, and display within a web interface.
Gained exposure to the credit risk assessment process by reviewing and analyzing business loan applications under supervision. Assisted in basic financial modeling to support risk evaluations, focusing on key indicators of creditworthiness. Observed how risk models are used in practice and contributed to preliminary assessments of borrower profiles. Took part in team discussions around loan decisions and risk tolerance, gaining insight into practical applications of credit analysis. Conducted a hands-on review of a sample loan portfolio to identify risk patterns and red flags, presenting findings to the credit team and contributing to discussions on how to improve risk screening processes