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Charles Tannahill

Charles Tannahill

Operations Assistant

Banking / Loans

London, Greater London

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About Charles Tannahill:

BSc Economics (Hons) Graduate from the University of Liverpool in 2021 with an Upper Second Class Degree (2:1)

I've spent 2.5 years post graduation working at Together Money, a financial services firm based in Manchester who specialise in lending. After initially joining on the graduate scheme, I completed rotations in customer experience, sales and landed in the operations team which I have now spent over 18 months in.

I'm looking to move to London immediately, into an operations analyst role where I'm able to utilise and advance my technical abilities, whilst learning from the team around me. In August 2024, I will be sitting the CFA Level 1 exam, so a job based in the field of investments would be beneficial to me obtaining my charter in the long term.

 

Experience

I've spent 2.5 years post graduation working at Together Money, a financial services firm based in Manchester who specialise in lending. After initially joining on the graduate scheme, I completed rotations in customer experience, sales and landed in the operations team which I have now spent over 18 months in.

In my current role at Together Money, I successfully manage client expectations, optimize workload efficiency and raise transactions with precision. My experience in communicating with multiple stakeholders, monitoring client portfolios, and analysing operational efficiency has equipped me with the skills necessary to excel in a dynamic environment. Additionally, my proficiency in utilizing financial systems and advanced Excel functions further supports my ability to streamline processes and enhance operational efficiency.

What sets me apart is my commitment to continuous learning, as evidenced by my pursuit of the CFA Charter, which I aim to achieve in the next three years. Moreover, I have undertaken multiple online courses in financial modelling, Excel, and Python. I stay informed about the financial markets by listening to financial podcasts on a daily basis.

Education

BSc Economics (Hons) Graduate from the University of Liverpool in 2021 with an Upper Second Class Degree (2:1)

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