Portfolio
Projects and achievements
Client Workflow Redesign
Bloomberg LP · 2024
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% efficiency gain through Bloomberg Terminal workflow optimisation and Excel automation.
RFP Sales Support Programme
Bloomberg LP · 2023
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 proposals on track.
Equity Training Programme
Bloomberg LP · 2023-2025
Delivered regular in-person and virtual training sessions to equity clients. Led an introduction to equities training session for new apprentice hires covering Bloomberg Terminal equity functions, fundamentals, and estimates.
Bloomberg Apprentice Committee
Bloomberg LP · 2024-2025
Served on the Bloomberg Apprentice Committee, planning social events inside and outside of work. Organised the winter social event with a £10,000 budget — identified venue, worked with HR on pricing, attendees, catering, and allergy requirements.
Early Careers Outreach
Bloomberg LP
Represented Bloomberg at early careers events including Ascot Racecourse and Excel London, speaking to students about the financial services sector and degree apprenticeship routes. Invited back to Kirkham Grammar School to speak to Year 11–13 students.