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  • Accomplishments and Experience
  • 0 Aided The Onboarding Of A New Manager; Reviews And Updates To Risk Guidelines, Completing Due Diligence Processes
  • 0 Analysed Qualitative And Quantitative Fund Data And Produced Executive Summary Reports
  • 0 Assisted With Fund Portfolio Creation And Optimisation Processes For Both Current And Potential Clients
  • 0 Created Client And Committee Investment Meeting Presentations Using The Full Microsoft Office Suite
  • 0 Responsible For Updating And Tracking Of Risk Reports, Performance Updates, Investment Guidelines, Cash Position, Margin Nav


  • Accomplishments and Experience
  • 0 Assisted In Their Facilitation Of Becoming A Fully Licensed Bank Through Reconciliations, Creation Of Customer Stories
  • 0 Creation And Maintenance Of Kroo’S Fixed Asset Register
  • 0 Developed The Financial Model To Ensure Accurate Forecasts And Effective Risk Management
  • 0 Experienced The Process Of Raising Equity Funding For Start-Up Businesses
  • 0 Reconciliations Of Payments To A Service Provider That Led To Negotiated Savings Of £60,000 On Next Year’S Fees


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