Kaan Thomas Sima

• Conducted comprehensive research and analysis of companies, industries, and market trends to develop investment recommendations and reports.
• Analyzed financial statements, including income statements, balance sheets, and cash flow statements, to evaluate company performance and financial health.
• Stayed updated with market developments, industry news, and regulatory changes to provide timely insights and recommendations.
• Built financial models and performed valuation analysis using techniques such as discounted cash flow (DCF), relative valuation, and comparable company analysis.
• Monitored and tracked the performance of recommended investments, providing regular updates and reports to clients and stakeholders.
• Developed and maintained research databases, including historical financial data, industry reports, and market analysis, to support research activities.
• Provided a high level of expertise across the industrial sector through in-depth analysis and review of the wider industry, trends, and competitor markets.
• Utilized inherent business aptitude to gather and ascertain data pertaining to current market stance, conditions, competitors, and key customer preferences.
• Devised reports and business presentations based on research findings, utilizing precedents to ensure a uniformed approach.
• Identified and raised potential business opportunities while formulating recommendations for improvement.
• Worked closely in a collaborative manner with teams to provide insight and support across the decision-making process.
• Held meetings with CEOs and senior leaders to gather critical insights, discuss market strategies, and disseminate and understand current market trends.
• Forged an array of strong working partnerships with CEOs, driving collaboration and information sharing within the industry while ensuring long-term relationship retention.
• Utilized and gathered feedback from the CEO to refine research methodologies and enhance data analysis, improving overall research quality.
  

• Assist senior analysts in conducting research and analysis of companies, industries, and market trends to support investment recommendations.
• Proficient in navigating the Bloomberg terminal and utilizing its extensive features.
• Collect and analyse financial data, including financial statements, market data, and economic indicators, to evaluate company performance and industry dynamics.
• Assisting in composing financial models, including discounted cash flow (DCF) models, comparable company analysis, and relative valuation, to assess investment opportunities and risks.
• Perform due diligence on potential investment targets, including reviewing financial statements, conducting competitive analysis, and analyzing industry trends.
• Contribute to the preparation of investment reports, research notes, and presentations for internal and external stakeholders.
• Monitor and track the performance of recommended investments, update financial models, and provide regular reports to clients and stakeholders.
• Stay updated with industry news, regulatory changes, and market developments to provide timely insights and recommendations.
• Conduct ad hoc research projects and data analysis to support investment decision-making and identify emerging opportunities.
• Maintain research databases, organize research materials, and ensure data accuracy and integrity.

• Trade execution support: Assist Advisers in executing trades by entering orders and ensuring accurate trade details.
• Market monitoring: Monitor real-time market data, news, and economic events to keep the trading desk updated on market conditions, and industry trends.
• Trade settlements: Coordinate with operations teams to ensure timely and accurate settlement of trades, including trade confirmation, reconciliation, and documentation.
• Regulatory compliance: Stay informed about relevant regulatory guidelines and compliance requirements to ensure adherence to industry regulations, trading rules, and reporting obligations.
• Trade reconciliations: Conduct regular trade reconciliations to verify trade data, identify discrepancies, and resolve trade breaks in collaboration with the operations team.
• Order management system (OMS) management: Utilise order management systems to input, modify, and manage trade orders, track order status, and generate trade reports.
• Performance reporting: Generate performance reports and analytics to evaluate trading strategies, track investment performance, and support investment decision-making processes.
• Communication and coordination: Maintain effective communication with traders, operations teams, and other stakeholders to ensure smooth trade execution, resolve issues, and provide necessary updates.
• Documentation and record-keeping: Ensure accurate and organized documentation of trade-related activities, including trade tickets, transaction records, and compliance documentation.

• Worked directly with production personnel to resolve production scheduling issues and conflicts.
• Engaged in both long and short-term project planning, strategising for on-time, high-quality deliverables.
• Managed successful day-to-day operations of projects by maximising productivity from available resources.
• Provided specialised financial planning support for clients with diverse portfolios and individual needs.
• Client data gathering: Collaborate with senior financial planners to gather client financial information, including income, expenses, assets, liabilities, and financial goals.
• Financial analysis: Assist in analysing client financial data, assessing their current financial situation, and identifying areas for improvement or potential risks.
• Financial planning: Collaborate with senior financial planners to develop personalised financial plans, considering clients' goals, risk tolerance, time horizons, and investment objectives.
• Investment research: Conduct research on investment options, including stocks, bonds, mutual funds, and other financial instruments, to support investment recommendations and portfolio construction.
• Client communication and relationship management: Assist in preparing client presentations, reports, and documentation, and participate in client meetings to provide support and address client inquiries.

A boutique stockbroking and private wealth firm that is a provider of a variety of equity investment services to a diversified client base in Australia boutique stockbroking and private wealth firm that is a provider of a variety of equity investment services to a diversified client base in Australia

Skills: Investment Strategies · Investor Relations · Portfolio Management · Financial Analysis · Research

Experienced Professional Soccer Player with a proven track record of success and leadership. I have had the privilege of playing for renowned clubs such as PSV Eindhoven, where I served as the team captain. My role as captain allowed me to showcase my leadership skills, adaptability, and ability to inspire and motivate teammates.

Key Skills:

• Leadership: Adept at leading teams both on and off the field, setting a positive example through hard work, dedication, and unwavering commitment to excellence.
• Team Management: Skilled in fostering a cohesive team environment, promoting open communication, and building strong relationships among teammates.
• Communication: Excellent verbal and non-verbal communication abilities, enabling effective collaboration with coaches, teammates, and officials to execute game plans and strategies.
• Decision Making: Proficient in making critical tactical decisions during matches, adjusting game plans based on situational analysis and team dynamics.
• Pressure Handling: Demonstrated resilience and composure under pressure, delivering peak performances during high-stakes games and crucial moments.
• Player Evaluation: Deep understanding of teammates' strengths, weaknesses, and playing styles, allowing me to provide guidance and support for individual and team improvement.

Experienced Professional Soccer Player with a strong passion for the game and a proven ability to excel in new environments. I began my professional career at the age of 15, embarking on my first domestic transfer. This opportunity granted me an exciting new lifestyle and the chance to pursue my dream of playing professional soccer. Within just three months of joining the team, I was honoured to be appointed as the vice-captain.

Highly skilled and versatile Professional Soccer Player with a proven track record in various positions. Contracted for my first amateur professional contract at the age of 15, I received extensive training and exposure to all positions of competitive play. Currently specializing in Striker and Central Attacking Midfielder roles, I bring a range of skills and expertise to enhance team performance.