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Nicholas Umfreville

Nicholas Umfreville

Business Analyst

YODEL | Liverpool

Technologies

My Portfolio Highlights

My New Course

Intermediate Python

Chart Connoisseur & Formula Expert

My Work

Take a look at my latest work.

course

Python Toolbox

course

Introduction to Power BI

course

Intermediate Data Visualization with Seaborn

course

Introduction to Python

My Certifications

These are the industry credentials that I’ve earned.

Other Certificates

CISI Investment Operations Certificate

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

My Work Experience

Where I've interned and worked during my career.

Yodel | Dec 2022 - Present

Commercial Finance Analyst

-Aiding production of weekly short term forecasts and frequently presenting results to a wide variety of internal stakeholders. -Started implementation of python and NeuralProphet in analysing clients with seasonality to enhance / improve forecasts. -Calculation of quarterly commission paid to account directors, this involves meetings to discuss results with regional directors. -Working with the MI team, implementing models computed via Azure into our everyday analysis and forecasting. -Developement and deployment of dashboards for internal stakeholders. -Ad-hoc data queries.
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Rathbones Group Plc | Sep 2018 - Dec 2022

Performance Analyst

- Dealing primarily with unit trusts - computation of MPS performance for strategy documentation - Updating RUTM-wide monthly reports as well as sales aids, peer group analyses, and fund manager presentations. - Checking of prices and dividends held by third parties (Morningstar, Financial Express, and Eikon) - Completing ad-hoc queries for internal stakeholders, this includes custom reports - Aiding in streamlining factsheet and strategy document production with Huguenots - Quarterly fund reports included contribution and attribution data from StatPro - Passed the first exam for the CIPM (pass in level 2 required for full qualification)

Rathbones Group Plc | Jun 2017 - Aug 2018

Account Opening Administrator

Responsible for reviewing and inputting client data in a format specific to the accounts being opened. This meant having a wide knowledge of anti money laundering regulations, system procedures, and having excellent communications skills in order to liaise with multiple teams and various management levels.

Rathbones Group Plc | Jun 2016 - Aug 2016

Middle Offie Administrator

Sending 'Welcome Letters' to fund managers and their secretaries, printing trade contracts, managing incoming cheques, movement out and closure of client accounts, transfers of stock within and out of the firm.

Rathbones Group Plc | Jun 2015 - Sep 2015

Middle Office Administrator

Checking account amendments, this required making sure the right person had authorised the change and the corresponding documentation had been supplied. General filing, occasional archiving.

Rathbones Group Plc | Jul 2014 - Sep 2014

Junior Middle Office Administrator

Printing of trade contracts, managing of cheques that came into the firm from clients, removing passed account amendments from the system, compiling new client booklets

My Education

Take a look at my formal education

Physics in PhysicsUniversity of Liverpool | 2017

About Me

Nicholas Umfreville

I want to expand my skill set and continue learning alongside professional development. I aim to secure a career within the Data Analysis channel, utilising SQL and Python.

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