I am an Investment Operations Apprentice with hands-on experience in reconciliations, cash management, settlements, and asset transfers. I focus on keeping records accurate, resolving breaks quickly, and supporting smooth daily operations in a regulated financial environment.
In my previous apprenticeship, I have worked across cash, stock, and transit reconciliations, prepared MI reports, monitored cash movements, and supported settlement processing. I am comfortable working to deadlines, reprioritising tasks when systems are unavailable, and maintaining audit-ready records.
I have also gained experience with AML checks, client money segregation, payment processing, and transfer case management. These responsibilities have strengthened my attention to detail, my understanding of operational risk, and my ability to work carefully with sensitive financial data.
I am CISI Level 3 certified and continue to build my knowledge through practical experience and professional development. I enjoy learning how investment operations support the wider financial services process and how strong controls help protect clients and firms.
My education includes A-level study in Economics, Sociology, and Religious Studies, along with GCSEs and several virtual work experience programmes in commercial banking, accountancy, and business management. These experiences helped me develop a broader understanding of finance, analysis, and teamwork.
I am reliable, detail-oriented, and motivated to grow within investment operations or a similar financial services role. I am particularly interested in roles where I can continue developing my technical knowledge, contribute to efficient processes, and support high-quality operational outcomes.
Worked in investment operations supporting reconciliations, cash management, settlements, and asset transfers. Performed daily cash, stock, and transit reconciliations across client portfolios, prepared reconciliation reports, monitored cash movements, processed payments, supported AML checks, coordinated settlements, and managed transfer cases while maintaining accurate records and audit trails.
●Completed modules on accounting, credit analysis, and financial modelling using spreadsheets.
●Analysed example financial statements and learned how to build cap tables.
●Explored basic deal structuring and risk assessment concepts through case studies.
●Practised presenting short company overviews and financial forecasts as part of the program.
●Took part in interactive activities introducing core accountancy skills.
●Built understanding of accounting basics and financial statement analysis.
●Used accounting software for sample data analysis and budgeting exercises.
●Worked with other students on group problem-solving tasks.
●Learned about business management through online case studies and simulations.
●Improved problem-solving and teamwork by discussing business challenges in small groups.
●Covered the basics of planning, marketing, finance, and operations.
●Collaborated with peers to develop solutions to simulated business scenarios.
Sixth Form, Economics, Sociology, Religious Studies
Completed A-levels in Economics, Sociology, and Religious Studies.
GCSEs, General Studies
Completed 9 GCSE subjects with an average point score of 5.75, including Maths and English Language.
Certificate in Investment Operations, Investment Operations
Completed CISI Level 3 Certificate in Investment Operations, including securities and investment, UK financial regulation, and platforms, wealth management, and service providers.
This professional hasn’t added portfolio projects yet.
This professional hasn’t listed any services yet.
Juan Pablo Serrano Senior Accounting Analyst | FP&A and Data Analytics Professional 
Eugene Gouws Senior Accountant | Chartered Accountant (CA(SA)) | Financial Reporting Specialist 
Rodrigo Brito Senior Accounting and Accounts Receivable Specialist 
Anton Grin Director of financial company, chief of financial department 
Luis Ayala Senior Operations Consultant | Management Control, Logistics, and Process Audit Specialist 
Cassandra Stevens Financial Services Operations Team Lead 
Walter Chedid Administrative and Accounting Manager 
Braian Ivan Luna Tesorero interno