Client Workflow Redesign
Bloomberg LP
Led a full revamp of a client's daily equity analysis process. Reduced time spent from 3–4 hours per day to approximately 10 minutes, achieving a ~95% effici...
Core Skills
Bloomberg Terminal
PlatformsBloomberg API & BQL
TechnicalEquity Workflow Consulting
DomainClient Training & Delivery
SoftProcess Improvement
TechnicalStakeholder Collaboration
SoftRFP & Sales Support
DomainFinancial Statements & Estimates
DomainExcel (Advanced)
TechnicalCustomer Service
SoftCareer Timeline
2026-10
BSc (Hons) Finance and Investment Management
London Institute of Banking and Finance — 2:1
2023-09
Equity Specialist, Analytics
Bloomberg LP, London
2023-01
Started BSc Finance and Investment Management
London Institute of Banking and Finance (LIBF)
2022-09
CAMS Specialist
Bloomberg LP, London
Key Projects
RFP Sales Support Programme
Bloomberg LP
Supported the sales team on over 10 revenue-generating RFPs, including projects valued as high as £400k. Coordinated cross-team responses and kept high-value...
Equity Training Programme
Bloomberg LP
Delivered regular in-person and virtual training sessions to equity clients, improving their proficiency and adoption of Bloomberg Terminal tools and workflo...
Duke of Edinburgh's Award — Gold
DofE
Completed the Gold Duke of Edinburgh's Award, demonstrating commitment, resilience, teamwork, and leadership over an extended programme of volunteering, phys...