Mark Boyle

31 year old, male who recently moved from Dublin to a house in Kill Kildare. I love sports & have an outgoing personality. 

I am currently un-employed due to redundancy from Fidelity International based in Dublin & am I am eager to get back into the working world immediately. 

Job: Asset Valuation Senior Analyst – Fidelity International (5years +) Current Role 

From: September 2019 

Duties: 

• Providing administration & the completion of pricing tasks to accurately value all assets held in our funds & accumulate nav prices at both 12:00 & 17:00 valuation points.
•  Daily checking, investigating & correcting of various security prices using vendors such as Bloomberg & Reuters. Asset Valuations are responsible for the daily pricing of all securities ranging from all types of asset classes such as equity, fixed income & derivative instruments. 
• Sign off on securities prices which have exceeded tolerances. 
• Deliver sign off on swing pricing on a weekly basis with approval from swing oversight committee deputies.
• Ensure that the department meets external daily, weekly & ad hoc internal/external deadlines. 
• Sign off on price documentation which will be published to other internal / external departments. 
• Input Data into our pricing system & verify output.
• Prepares weekly & monthly financial metric reports to stakeholders. 
• Oversight into Fair Value decisions on pricing methodologies discussed with committee board. 

Skills & Behaviour: 

• Works steadily & has built up meticulous care for detail in analysing, pricing & reporting on securities effectively throughout the day maintaining good levels of concentration even when unsupervised. 
• Pro-active in addressing tasks at hand & a candidate who truly excels engagement with stakeholders across business, my best attribute with honesty.  Communicate with impact & for purpose consolidating effectiveness & clarity.
• High level knowledge with using Bloomberg Terminal, Morningstar & Thomas Reuters platforms & other market products. 
• Experience in negotiation with vendors on value, cost reduction & justification of pricing, overall, a good team player. 
• Working in high pressured environments with market volatility to ensure sign offs are met on time daily. 

WORK EXPERIENCE

Job: Personal Investing Associate at Fidelity International 

From: September 2018 to 2019 (1 Year).

Duties: 

• Handle Investment Financial Advisor (IFA’s) interaction through a range of channels primarily phone and email and letter, understanding their needs to provide the right solution to them. 
• Take ownership of every customer interaction to ensure issues and enquiries are resolved to the satisfaction of the customer and the business. 
• Quickly and efficiently escalate risk, potential fraud or vulnerable customers ensuring escalation to the appropriate person. 
• Adhere to carrying out transactions for clients, helping with platform queries & any concerns or issues at present. This can range from explaining how funds work, transaction fees, how to set up an online account, products & transferring from accounts etc. 

Skills & Behaviour: 

• Strong verbal communication skills
•  High level understanding of fund ranges across different markets.
• Active Listener 
• Works well in high pressured paced environment with averaging 30+ calls from financial advisors daily within the 1 year as an associate.  Pressure amounts with tax year end averaging 40+ calls a day. 
• Passionate about delivering positive solutions to customers. 

• Higher Diploma in Financial Services Analytics 2:1 (Received through Fidelity International from NCI College)
• Bachelor’s degree of Business (Honours) in Management. 2:2