Pria Nelson
Financial Services And Education
London
Summary
Dedicated professional with experience in the Financial Services and Education sectors. Competent in meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
11
11
years of professional experience
4
4
years of post-secondary education
Work History
Business English Teacher & Content Writer
Cercle Des Langues
2021.09 - Current
- Writing engaging and productive educational material for adult learners.
- Prepared and implemented lesson plans for corporations and individuals covering industry relevant course topics.
- Administered assessments and standardized tests to evaluate student progress.
- Explored and implemented innovative use of technology in language education.
Client Relationship Manager
NASDAQ - eVestment
London
2019.07 - 2021.09
- Project management of data distribution for institutional clients including assisting with oversight of proprietary investment manager information submitted to and distributed to various consultant databases.
- Built partnerships with diverse internal teams and sales, finance and operations departments to streamline processes. Identifying potential issues and coordinating their resolution.
- Retained updated knowledge of financial markets and technical services.
Senior Investment Operations Associate
Cambridge Associates
London
2018.06 - 2019.06
- Utilise trade order management software to monitor for investment instructions, trade-flow and transaction status. Ensure the accurate completion of subscription, redemption and transfer documentation relating to investment decisions..
- Proactively support investment team objectives for portfolio implementation, maintaining an awareness of current investment themes and client interests.
- Collect, organize and interpret information relating to clients, their investing entities and their portfolios. Prepare liquidity and audit support reports for clients.
Investment Analyst
Mercer
London
2012.10 - 2018.10
- Research, project management and implementation of investment solutions for institutional clients including Equity, Fixed income, Alternatives and LDI strategies.
- Producing investment monitoring reports and updating clients on any relevant developments in the industry and macroeconomic environment that could affect their investment portfolio.
- Financial management of client base including coordinating budgets and the processing of monthly billing, invoices and expenses.
Education
Bachelor of Arts - English Literature With French
Birkbeck, University of London
2017.05 - 2021.05
NVQ Higher Apprenticeship in Investment Operations - Financial Services
Bromley College
2001.04 -
Investment Management Certificate - Investments And Securities
CFA Institute
2001.04 -
CISI Investment Operations Certificate - Investments And Securities
Chartered Institute of Securities And Investments
2001.04 -
Skills
Quality education
Timeline
Business English Teacher & Content Writer
Cercle Des Langues
2021.09 - Current
Client Relationship Manager
NASDAQ - eVestment
2019.07 - 2021.09
Senior Investment Operations Associate
Cambridge Associates
2018.06 - 2019.06
Bachelor of Arts - English Literature With French
Birkbeck, University of London
2017.05 - 2021.05
Investment Analyst
Mercer
2012.10 - 2018.10
NVQ Higher Apprenticeship in Investment Operations - Financial Services
Bromley College
2001.04 -
Investment Management Certificate - Investments And Securities
CFA Institute
2001.04 -
CISI Investment Operations Certificate - Investments And Securities
Chartered Institute of Securities And Investments
2001.04 -
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