Portfolio Analyst - North Shields, Tyne & Wear, UK
Proprietor of a Business Research company, experience of venture capital industry and niche market research and analysis, A Graduate with firm understanding of business information sources.
| Rating: | Unrated (New) |
| Hourly Rate: | £22.22 |
| Available From: | Now | Seller ID: | 252750 |
CV
Experience of researching companies, management teams, shareholders, director details, annual accounts/reports, CCJ’s, industry/market overviews and competitor analysis. Using specialist databases has researched the M&A market for prices, values, exit options, MBOs, who is buying and recent floats of similar companies.
Worked for a venture capital company prior to setting up own business. Experienced in the use of commercial databases such as: Lexis-Nexis, ICC, Factiva, BvD Mint & Zephyr, Corpfin, Thomson Financial and Thomson Research.
Special Areas of expertise:
• Sound research & analytical methodologies
• Direct involvement with venture capital companies
• Advice given is customised to the clients’ specific needs
• Ability to work well with people of all levels and cultures
• Thinking in a structured and logical manner
• Meeting target/deadlines
• Ability to work independently while participating as an active and contributing team member
Employment History
(Jan 2004 to Sep 2007)
Portfolio Analyst
Tyne & WearResearch and analysis on equity portfolio companies and industries, preparation of reports, industry and market overviews. This included analysing political, social and other economic factors to determine trends, business opportunities or highlight current and future risks. Part of the role was to ensure monitoring activities were systematic and targeted at higher risk investees. Using specialist commercial databases researched the M&A market for prices, values, exit options, MBOs, who is buying and recent floats of similar companies.
(May 1990 to Dec 2003)
Clerical Officer/Researcher
Tyne & WearInvolved in three different research projects; Structural Images of the North East (SINE), a lottery funded, digitisation project went on-line in February 2003.
• Set up, maintain office systems, databases, web work, metadata entry
• Coordinating details for and producing reports internally and to the funding body
• Producing and distributing publicity materials
• Organising events, development of a marketing strategy
• Providing support with applications for external funding
Professional Qualifications
Associate Member of the Chartered Management Institute
Education
(Sep 2001 to Jul 2003)
University of Northumbria
BA Business Studies
(Sep 1999 to Jul 2001)
North Tyneside College
HNC in Business
Managing Financial Resources Distinction
Marketing Merit
Human Resource Management Distinction
Organisations, Competition & Environment Distinction
Managing & Developing Self Distinction
Legal & Regulatory Framework Distinction
Quantitative Techniques for Business Merit
Organisations & Behaviour Distinction
Environmental Management Distinction
European Business Merit
Categories & Skills
Administration Support
Categories
Skills
- 1-2-3 (Lotus)
- Access (Microsoft)
- Excel (Microsoft)
- Lotus
- Microsoft
- Outlook (Microsoft)
- PowerPoint (Microsoft)
- Publisher (Microsoft)
- Sage
- Word (Microsoft)
Education and Research
Categories
Skills
- Business (Further Education)
- Business Studies (Further Education)
- Economics (Research)
- Management (Research)
- Research (Research)
- Statistics
Finance & Accounting
Categories
Skills
- Business Disposal (Project Management)
- Business Plan Creation (Financial Consulting)
- Business Services (Accountancy - Sector Experience)
- Cost/Credit Management (Software Experience)
- Dun & Bradstreet (Software Experience - Cost/Credit Management)
- Financial (Accountancy - Reporting)
- Financial Consulting
- Financial Management (Financial Services)
- Financial Planning (Financial Services)
- Portfolio Management (Financial Services)
- Reporting (Accountancy)
- Sector Experience (Accountancy)
- VCTs (Financial Services)
IT & Internet
Categories
Skills
- Accounting (Business Software - Financial)
- Cost/Credit Management (Business Software - Financial)
- Dun & Bradstreet (Business Software - Financial - Cost/Credit Management)
- Financial (Business Software)
- Line 100 (Business Software - Financial - Accounting - Sage)
- Line 50 (Business Software - Financial - Accounting - Sage)
- Sage (Business Software - Financial - Accounting)
- SAP (Business Software - Financial - Accounting)
Management Consultancy
Categories
Skills
- Business Plan Creation (Business Consulting)
- Business Planning (Business Consulting)
- Company Start-up
- Competitive Analysis
- Excel (Microsoft)
- Flotation
- Management Buy Out/In
- Mergers & Acquisitions
- Microsoft
- PowerPoint (Microsoft)
- Risk Analysis
- Small Business Development (Business Consulting)
- Venture Capital
- Word (Microsoft)

