Olivia King

• Phone: +44 7911 123456
• Email: olivia.king@email.com
• Location: London, UK
• LinkedIn: oliviakingfinance

Summary

Six years of progressive experience in financial analysis and investment strategy within the UK financial services sector. Proven ability to conduct in-depth market research, develop complex financial models, and provide actionable insights that optimize portfolio performance and mitigate risk.

Adept at evaluating investment opportunities across various asset classes, performing rigorous due diligence, and presenting comprehensive reports to senior management and clients to inform strategic financial decisions.

Experience

Senior Financial Analyst, Barclays Investment Bank -- London, UK

Mar 2020 – present

• Led financial modeling and valuation for M&A deals valued at over £500M, contributing to a 15% increase in successful deal closures.

• Developed and maintained complex financial forecasts and sensitivity analyses for a portfolio of 20+ public and private equity investments.

• Provided critical investment recommendations to portfolio managers, resulting in a 10% average annual outperformance against benchmark indices.

• Streamlined data analysis processes using advanced Excel and Python scripting, reducing report generation time by 25%.

Investment Analyst, Lloyds Banking Group -- London, UK

Sept 2017 – Feb 2020

• Conducted thorough fundamental and technical analysis of equities, fixed income, and alternative investments for client portfolios.

• Prepared detailed investment proposals and performance reports, supporting client acquisition and retention efforts.

• Assisted in the due diligence process for new investment products, ensuring compliance with regulatory standards.

• Contributed to the development of a new risk assessment framework, improving portfolio risk identification by 20%.

Education

London School of Economics and Political Science (LSE), MSc in Finance -- London, UK

Sept 2016 – Sept 2017

University College London (UCL), BSc (Hons) in Economics -- London, UK

Sept 2013 – June 2016

Skills

Financial Analysis & Modeling: Valuation, DCF, LBO, M&A Modeling, Financial Forecasting, Sensitivity Analysis, Scenario Planning, Risk Assessment

Investment Management: Portfolio Management, Asset Allocation, Equity Research, Fixed Income Analysis, Alternative Investments, Due Diligence, Performance Attribution

Data & Software: Bloomberg Terminal, Refinitiv Eikon, S&P Capital IQ, Python (Pandas, NumPy), SQL, Advanced Excel, VBA, PowerPoint

Certifications & Languages: CFA Level II Candidate, Fluent English, Conversational French