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% efficien…
~95% efficiency gain
£400k RFPs supported
96% QC score
4 yrs at Bloomberg
Core Skills
Bloomberg Terminal
Platforms expertBloomberg API & BQL
Technical advancedEquity Workflow Consulting
Domain expertClient Training & Delivery
Soft expertProcess Improvement
Technical advancedRFP & Sales Support
Domain advancedFinancial Statements & Estimates
Domain advancedQuality Control
Technical expertCareer Timeline
Work
2023-09
Equity Specialist, Analytics
Bloomberg LP, London
2022-09
CAMS Specialist
Bloomberg LP, London
Education
2026-10
BSc (Hons) Finance and Investment Management
London Institute of Banking and Finance, 2:1
Achievement
2024
Client Workflow Redesign (95% Efficiency Gain)
Bloomberg LP
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 p…
Equity Training Programme
Bloomberg LP
Delivered regular in-person and virtual training sessions to equity clients. Led an introduction to equities training session for new apprentice hires covering…