Samuel Aldridge

Portfolio Management Junior at Rowan Dartington | First-Class BA (Hons) Business Management & Economics

Bristol, England, United Kingdom

About

I’m a First-Class Honours graduate in Business Management and Economics from the University of the West of England, with a strong foundation in financial analysis, data interpretation, and strategic decision-making. My hands-on experience across manufacturing, logistics, retail, and the automotive industry has sharpened my skills in problem-solving, time management, and client engagement - all of which I bring into every team and task with a logical, commercially aware mindset. I’m particularly drawn to wealth management roles where I can combine technical insight with real client impact - helping individuals and institutions make informed, long-term financial decisions. I’m eager to begin my career in a firm where I can grow professionally, pursue relevant qualifications (such as the CII or CISI route), and contribute meaningfully in a fast-paced, collaborative environment.

Experience

  • Portfolio Management Junior at Rowan Dartington
    Sep 2026 - Present · 3 mos

  • Investment Admin Associate (Asset Transfers) at Parmenion
    Jan 2026 - Sep 2026 · 9 mos

    Salesforce.com Administration, Origo Transfer Processing and +1 skill

  • Manufacturing Operative at Stage Electrics
    Jul 2025 - Oct 2025 · 4 mos

    A great company and role, I assisted with the manufacturing processes of stage lighting and sound equipment components including power cables, data cables, and the production/assembly of electrical panels for use in stage lighting and sound rigs and carried out testing processes to ensure these components met the legally required electrical safety standards.

  • Delivery Driver at EBEE Logistics
    Sep 2023 - Jan 2025 · 1 yr 5 mos

    Truck Driving and Organization Skills

  • Sales Assistant at Screwfix
    Sep 2020 - Jul 2023 · 2 yrs 11 mos

    Collaborative Problem Solving, Customer Engagement and +1 skill