Senior Associate - Beckenham, Greater London, UK
Rupert is a freelance strategy and financial consultant. A chartered accountant, Rupert has worked as an equity analyst at a large US investment banks and at a boutique media & telecoms strategy house
| Rating: | Unrated (New) |
| Hourly Rate: | £125.00 |
| Available From: | Now | Seller ID: | 252115 |
CV
Employment History
(Jan 2006 to Sep 2007)
Senior Associate
LondonStrategy consultant role, working mainly on board-level corporate strategy pieces and private equity commercial due diligences. Varied project experience to date, across the media and telecoms industries.
Role involves writing and presentation of strategy pieces/pitch books, financial modelling, news flow and market trend analysis, proposal writing and internal training (finance and telecom sector).
Key projects to date:
Private equity due diligence support:
Permira (target: UK independent production group)
Blackstone (target: German and Austrian broadcasters)
Baker Capital (target: DTT network proposition)
Babcock and Brown (IPTV commercial due diligence)
Telecom sector:
Advised a potential purchaser of the Indian mobile company Hutchison Essar by providing a review of the target business through public and data room information to obtain a valuation and analysis of the appropriate bid strategy
International telecom equipment vendor UK entry strategy
Review of incumbent’s 3G “beauty contest” licence bid
Corporate strategy piece for international bandwidth provider (including pricing and volume forecasts)
Advising on the bid strategy for a set of Middle Eastern FWA licenses
Due diligence of a Croatian ISP and Fibre to the Home provider
Media sector:
Scoping and development of regulator’s internal database
Analysis of Swedish and Finnish DTT propositions
Review of UK TV and independent production sector
Provided support in the development of a business plan for a new Pay TV service for South Africa's incumbent Telecoms operator
(Dec 2004 to Jan 2006)
Equity analyst - European Telecom Equipment
LondonRole involves financial modelling, presentation of investment ideas to internal/external clients, writing and marketing of research, sales force priming and informing, and news flow analysis.
Key duties
• Coverage of Nokia, Ericsson and Alcatel
• Running team contribution to technology sales morning call
• Writing of thematic and stock specific research
• Primary point of contact for sales force
• Responsibility for team modelling
• Directed research calls to clients
• Liaison with strategy, economic and accounting teams
• Financial analysis and corporate strategy evaluation.
Industry Focus:
Handset, Wireless and Wireline Infrastructure Markets – including device convergence, subscriber trends, migration to next generation technologies and telecoms market dynamics.
Professional Qualifications
Qualified Chartered Accountant (ICAEW), Securities Institute Qualified (Level 1&2)
Education
(Oct 1998 to Jul 2001)
Oxford University (St Edmund Hall)
MA Experimental Psychology: Upper Second Class
Open Exhibitoner: St Edmund Hall
(Sep 1993 to Jul 1998)
Harrow School
A levels: 3 As
GSCEs: 5 A*s, 5 As
Full CV
Work experience:
January 2006 - September 2007 Spectrum Strategy Consultants – Senior Associate
Strategy consultant role, working mainly on board-level corporate strategy pieces and private equity commercial due diligences. Varied project experience to date, across the media and telecoms industries.
Role involves writing and presentation of strategy pieces/pitch books, financial modelling, news flow and market trend analysis, proposal writing and internal training (finance and telecom sector).
Key projects to date:
• Private equity due diligence support:
o Permira (target: UK independent production group)
o Blackstone (target: German and Austrian broadcasters)
o Baker Capital (target: DTT network proposition)
o Babcock and Brown (IPTV commercial due diligence)
• Telecom sector:
o Advised a potential purchaser of the Indian mobile company Hutchison Essar by providing a review of the target business through public and data room information to obtain a valuation and analysis of the appropriate bid strategy
o International telecom equipment vendor UK entry strategy
o Review of incumbent’s 3G “beauty contest” licence bid
o Corporate strategy piece for international bandwidth provider (including pricing and volume forecasts)
o Advising on the bid strategy for a set of Middle Eastern FWA licenses
o Due diligence of a Croatian ISP and Fibre to the Home provider
• Media sector:
o Scoping and development of regulator’s internal database
o Analysis of Swedish and Finnish DTT propositions
o Review of UK TV and independent production sector
o Provided support in the development of a business plan for a new Pay TV service for South Africa's incumbent Telecoms operator
December 2004 – January 2006 Morgan Stanley International - Associate
Equity Research – European Telecom Equipment
Role involves financial modelling, presentation of investment ideas to internal/external clients, writing and marketing of research, sales force priming and informing, and news flow analysis.
Key duties
• Coverage of Nokia, Ericsson and Alcatel
• Running team contribution to technology sales morning call
• Writing of thematic and stock specific research
• Primary point of contact for sales force
• Responsibility for team modelling
• Directed research calls to clients
• Liaison with strategy, economic and accounting teams
• Financial analysis and corporate strategy evaluation.
Industry Focus:
Handset, Wireless and Wireline Infrastructure Markets – including device convergence, subscriber trends, migration to next generation technologies and telecoms market dynamics.
August 2002 – December 2004 Deloitte and Touche LLP
Multinational corporations tax – Assistant Manager
Duties involved the carrying out and day to day management of bespoke tax consultancy and compliance processes for large multinationals. Daily activities included client management and correspondence, compliance reviews, financial model reviews and Inland Revenue correspondence.
October 2001 – August 2002 Andersen – Analyst
Joined on the graduate trainee scheme in Global Corporate Tax department. Duties included preparation of corporation tax computations and tax account estimates for statutory filing purposes.
Professional qualifications: Member of the Institute of Chartered Accountants of England and Wales (ACA)
Education:
University Oxford University – St Edmund Hall (October 1998 – June 2001)
Open Exhibitioner
BA (Hons.) Experimental Psychology (Upper Second class)
• 3 times Half Blue in Men’s Lacrosse
• 3rd XV University Rugby
• Psychological society entertainment officer and committee member
• President of St Edmund Hall Croquet Club (Cocktail society)
School Harrow School (September 1993 – June 1998)
A-levels: Maths A
Physics A
Chemistry A
GCSEs: 5 A* (Maths, English, Chemistry, Physics, Biology)
5 A (English Lit., Latin, History, French, RS)
• Head of the Harrow Rifle Corps
• School monitor
• 1st XV Rugby
• Debating society
Interests: • Rugby
• Travelling (recent visits: Borneo, Honduras, Costa Rica, Guatemala, Belize, Nicaragua, Belize, Thailand, Vietnam, Egypt, Bali, Tanzania, Kenya, Estonia)
• Cinematography
Categories & Skills
Finance & Accounting
Categories
Skills
- Acquisitions & Mergers (Banking)
- Analysis (Finance (Qualified))
- Area of Expertise (Banking)
- Area of Expertise (Financial Services)
- Budgeting (Finance (Qualified))
- Business Advisory (Finance (Qualified))
- Business Plan Creation (Financial Consulting)
- Business Planning (Finance (Qualified))
- Business Services (Accountancy - Sector Experience)
- Business Services (Banking - Sector Experience)
- Business Services (Finance (Qualified) - Sector Experience)
- Business Services (Financial Services - Sector Experience)
- Capital Expenditure Analysis (Accountancy)
- Capital Markets (Banking)
- Cashflow Forecasting (Accountancy)
- Cashflow Management (Accountancy)
- Corporate Finance (Financial Consulting)
- Due Diligence (Banking)
- Equity (Banking - Capital Markets)
- Equity Analysis (Financial Consulting)
- Exit Planning (Finance (Qualified))
- Financial Advice (Financial Services)
- Financial Consultant (Finance (Qualified) - Job Level)
- Financial Consulting
- Financial Management (Financial Services)
- Financial Services (Accountancy - Sector Experience)
- Financial Services (Banking - Sector Experience)
- Financial Services (Finance (Qualified) - Sector Experience)
- Financial Services (Financial Services - Sector Experience)
- Financial Strategy & Planning (Finance (Qualified))
- Flotations (Banking)
- Flotations & IPO (Finance (Qualified) - Funding)
- Forecasting (Finance (Qualified))
- Fund Management (Banking - Area of Expertise)
- Fund Management (Banking)
- Funding (Finance (Qualified))
- Investment (Banking - Area of Expertise)
- Job Level (Finance (Qualified))
- Large Company - UK (Financial Services - Area of Expertise)
- Large Team (10+) (Accountancy - Management Skills)
- Listed Company - Other (Financial Services - Area of Expertise)
- Listed Company - US (Financial Services - Area of Expertise)
- Management Skills (Accountancy)
- Media (Accountancy - Sector Experience)
- Media (Banking - Sector Experience)
- Media (Finance (Qualified) - Sector Experience)
- Media (Financial Services - Sector Experience)
- Medium Sized Team (5-9) (Accountancy - Management Skills)
- Pricing and Profitability (Accountancy)
- Private Equity (Finance (Qualified) - Funding)
- Private Equity Owned (Financial Services - Area of Expertise)
- Project Finance (Banking)
- Raising Finance - Funding (Finance (Qualified) - Funding)
- Sector Experience (Accountancy)
- Sector Experience (Banking)
- Sector Experience (Finance (Qualified))
- Sector Experience (Financial Services)
- Small Team (0-5) (Accountancy - Management Skills)
- Stockbrokers (Banking - Area of Expertise)
- Technology (Accountancy - Sector Experience)
- Technology (Banking - Sector Experience)
- Technology (Finance (Qualified) - Sector Experience)
- Technology (Financial Services - Sector Experience)
- Telecoms (Accountancy - Sector Experience)
- Telecoms (Banking - Sector Experience)
- Telecoms (Finance (Qualified) - Sector Experience)
- Telecoms (Financial Services - Sector Experience)
- Treasury (Banking - Area of Expertise)
- Valuations (Banking)
- Valuations (Financial Consulting)
- Venture Capital (Banking)
- Venture Capital (Finance (Qualified) - Funding)
Management Consultancy
Categories
Skills
- £10M and over (Project Consultancy - Project Value)
- £1M to £5M (Project Consultancy - Project Value)
- £500K to £1M (Project Consultancy - Project Value)
- £5M to £10M (Project Consultancy - Project Value)
- Banking (Project Consultancy)
- Business Development (Business Consulting)
- Business Impact Analysis (Project Consultancy)
- Business Integration (Business Consulting)
- Business Intelligence (Project Consultancy)
- Business Plan Creation (Business Consulting)
- Business Plan Creation (Project Consultancy)
- Business Planning (Business Consulting)
- Business Reengineering (Business Consulting)
- Capital Project Appraisal
- Company Sale
- Company Start-up
- Company Turn-round (Business Consulting)
- Competitive Analysis
- e-Business Development
- Finance (Project Consultancy)
- Financial Services (Project Consultancy)
- Flotation
- Gap Analysis (Business Consulting)
- General Management (Business Consulting)
- Internet (Project Consultancy)
- Investor Relations Management
- Large Company - UK
- Management Buy Out/In
- Media (Project Consultancy)
- Mergers & Acquisitions
- Multinational Organisation (Project Consultancy)
- Multi-National Organisations
- Project Value (Project Consultancy)
- Small Business Development (Business Consulting)
- Strategic Analysis (Business Consulting)
- Telephony (Project Consultancy)
- Up to £500K (Project Consultancy - Project Value)
- Venture Capital

