Christopher Doncel
Sydney,NSW
Summary
Experienced professional having worked with Goodbody Stockbrokers the oldest and largest stockbroker in Ireland for just under 3 years. I have a master's Degree in Finance (Asset Management) & Bachelor of Business Degree. I would welcome the opportunity to discuss my background and this job role.
Overview
6
6
years of professional experience
Work History
Portfolio Construction Analyst
Goodbody Stockbrokers
03.2023 - 01.2024
- Review of accounts determining past performance for requested time periods and individual stock performance.
- Maintenance of client accounts including: trade recommendations, equity lookthroughs, cash drawdown recommendations, realignment of accounts according to risk profile.
- Creation and presentation of documents outlining investment strategy.
- Validated fund Nav’s daily, watched cash levels and reported to head of investment analytics if cash levels were breached.
- Quarterly reports for super high net worth clients including attribution to explain performance.
- Prepared quarterly reports for the head of investment selection, about Goodbody funds’ performance in the previous quarter. He would then present this report to the ICAV board for regulation.
- Completed the calculations for monthly factsheets and reviewed performances for the Goodbody Funds.
Client Experience Executive
Goodbody Stockbrokers
06.2021 - 03.2023
- Liaising directly with clients and their accountants to address account balances, stock holdings, portfolio valuations, and other financial matters arising.
- Providing high-quality customer experience and building strong working relationships with clients and colleagues.
- Assisted with the running of the Goodbody EIIS 2022 fund. Collecting application forms and processing. Keeping master excel file up to date. Reaching out to clients and liaising with Portfolio managers to collect information from clients.
Fund Accounting Intern
State Street International
01.2018 - 09.2018
- Pulled Historical prices from the Bloomberg terminal and exported to macro to make Nav
- Liaised with Vice President in State Street Poland, training and upskilling the workers in this location
Education
Master of Science - Finance (Asset Management) 2. 1 Honours Degree
University College Cork
Ireland09.2021
Bachelor of Business - 2. 2 Second Class Honours
University of Limerick
Ireland09.2019
Skills
- QFA (Qualified Financial Advisor)
- Proficient in Excel, PowerPoint & Word
- Proficient in Bloomberg Terminal
- Highly detailed orientated
- Financial document creation
- Experienced in portfolio performance analysis
- Experience dealing with large volume of clients
Accomplishments
Qualified Financial Advisor (QFA - Ireland)
Stockbroking Certificate
Timeline
Portfolio Construction Analyst
Goodbody Stockbrokers
03.2023 - 01.2024
Client Experience Executive
Goodbody Stockbrokers
06.2021 - 03.2023
Fund Accounting Intern
State Street International
01.2018 - 09.2018
Master of Science - Finance (Asset Management) 2. 1 Honours Degree
University College Cork
Bachelor of Business - 2. 2 Second Class Honours
University of Limerick
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