Joyal Jose

A high performing and ambitious individual, demonstrating drive, enthusiasm, and initiative, with the ability to work well under pressure, consistently delivering quickly and accurately and able to prioritise to ensure deadlines are met whilst maintaining a high standard of analysis and insight. As a recent M.Sc. Finance and Investment graduate, I am interested in your firm's graduate/junior opportunities to progress my career. I am looking forward to playing a vital role in financial decision-making concerning investments and to showcase and develop financial skills obtained through my education and work experience.

I have gained exposure to various financial data platforms including Bloomberg and Eikon in which I carried out fundamental and technical analysis on equities, bonds, and funds. I have developed excellent analytical skills through economic models and theories studied across various modules in my degree. My data analysis skills have been crafted on the extensive usage of Excel, EViews, and Stata in Econometrics.

Working hard and being motivated to achieve my best has built a persistent personality and growth mindset. I enjoy acquiring new knowledge, and I am always keen to learn new skills and gain new experiences. Confidence, communication skills, and the ability to work as a team are the characteristics that I have developed and improved through various work experiences listed below.

1 Portfolio Analyst – Newton Investment Management - September 2022 – Current role (6 months contract)

London

Tasks:

• Working closely with portfolio managers and dealers to implement investment views in a timely and accurate manner, ensuring efficient trade execution across portfolios in general. 
• Managing trade orders from the receipt of the portfolios managers’ instruction through to completion, including the subsequent correct reflection on to Newton’s investment management systems. 
• Developing an in-depth knowledge of the Aladdin suite of investment management systems. 
• Oversight of cash inflows and outflows, to ensure efficient execution of investment mandates and client instructions. 
• Managing rebalancing of portfolios in a timely and effective manner. 
• Ensuring implementation gaps are identified, monitored and actively addressed. 
• Monitoring mandate restrictions and portfolio compliance and liaising with Compliance and Investment Control where necessary. 
• Liaising with account managers and investigate problems and queries with accounts. 
• Supporting manager analysis and portfolio construction in data analysis as required. 

2 Client Relationship Team Assistant – Evelyn Partners (June 2022 – September 2022)

Bracknell 

Tasks: Administration duties regarding client delivery, talking to clients to solve queries and issues , processing withdrawals, transfers, ISA and GIA applications

University of Kent                                                                                                 2017- 2020       

B.Sc. Financial Economics          Degree Result: 2.1 Attained 

Relevant Modules:

Financial Accounting, Reporting and Analysis: 84% , Mathematics: 89% , Data Analysis for Economists: 77%

Statistics: 70% ,  Financial Economics: Financial Markets and Instruments: 78%,     

Financial Economics and Asset Pricing: 90%,  Monetary Economics: 72% , International Finance: 67%   

Econometrics I: An Introduction to Modern Econometrics using Stata: 60%

Loughborough University                                                                                                                          2020- 2021 M.Sc. Finance and Investment                Degree Result: Merit

Modules: Methods of Financial Data Analysis, Principles of Finance, Financial Markets and Institutions, Financial Reporting and Company Performance, Portfolio Management, International Finance Management, Derivatives and Risk Management, Business Communication, Global Investment Analysis, Corporate Governance, Financial Trading, Performance Appraisal and Stock Valuation.