Sam Wheatley

BSc Economics Warwick ’28

United Kingdom

About

I am a first-year Economics student at the University of Warwick with a strong interest in financial markets, valuation and how businesses create value. Alongside my studies, I am developing skills in Excel and Financial Analysis, while managing my own investment portfolio and completing finance courses. I am currently exploring Spring Week opportunities to gain exposure into finance, and always open to connect with people across finance.

Experience

  • Trainee at D+A Strategies
    Apr 2026 - Present · 3 mos

  • Self-directed Investment Portfolio | Markets and Macro Analysis at Independent
    Jan 2025 - Present · 1 yr 6 mos

    Manage a self-directed investment portfolio with exposure to equities and commodities, guided by macroeconomic analysis and fundamental investment theories. Focus on disciplined decision-making, risk management and performance review, maintaining an investment journal to evaluate outcomes and refine strategy over time. Completed relevant courses on IBKR to further develop my understanding of the markets and trading. These courses being: 1) Introduction to Futures 2) Investing in agricultural commodities

  • Cashier at Scudamore's Punting Company
    Apr 2024 - Present · 2 yrs 3 mos

    Help process transactions for punts on the River Cam in Cambridge. Along with this job comes boathanding as well where you have to help customers onto tours and punts and move punts around the dock to make it easy for the tour guide to set off.

  • Spring Intern at Moody's Corporation
    Apr 2026 - Apr 2026 · 1 mo

  • Early Insight Series at Morgan Stanley
    Mar 2026 - Mar 2026 · 1 mo