Summary
Overview
Work History
Education
Skills
Websites
Hobbies and Interests
Timeline
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JAMES MCGREAL

Cork

Summary

I am a highly motivated First-Class Honour's Commerce student at University College Cork, known for my strong work ethic, adaptability, and leadership skills. My ambition is to build a successful career in the finance industry, leveraging my academic background and practical experience. I am particularly interested in exploring opportunities within the banking sector through spring week placements and summer internships in 2025.

Overview

Work History

Equity Research Analyst

UCC Student Managed Fund
Cork
10.2024 - Current
  • In charge of researching equities in the Industrials and Energy sector
  • Working in a group of 8 students to create an investment strategy that will compete with SMF's across the country

Research Analyst

Alpha Wealth
Cork
06.2024 - 08.2024
  • Company Overview: Alpha Wealth is a financial advisory firm with over 4000 clients and €250+ million in assets under management
  • Anti-Money Laundering (AML) Compliance: Completed AML forms to ensure regulatory compliance
  • Risk Assessment: Assessed potential clients' risk appetites, aiding in the customisation of financial plans tailored to individual needs
  • Account Setup: Set up pension, savings, and investment accounts, facilitating smooth onboarding for new clients with Zurich
  • Meeting Participation: Actively participated in numerous client meetings alongside financial advisors, gaining first hand experience in client interaction and advisory processes
  • Financial Planning: Discussed recommendations on managing uninvested cash, addressing outstanding loans, setting up child savings plans and advised clients on pension contributions and fund selection
  • Business News: Monitored daily business news, condensing relevant information into concise reports for financial advisors, ensuring they were informed of market trends and news
  • Deposit Account Research: Conducted thorough research on online deposit accounts, evaluating interest rates, fees, and security features, leading to informed recommendations that enhanced clients' savings strategies
  • Investment Due Diligence: Performed detailed due diligence on potential investments for the Employment and Incentive Investment Scheme (EIIS), providing critical insights that supported informed investment decisions

Education

Bachelor of Science - Business Economics

University College Cork
06-2027

Leaving Certificate -

Christian Brothers College
Cork, Ireland
06-2023

Skills

  • Analytical Proficiency
  • Effective Communication
  • Leadership and Teamwork
  • Statistics
  • Advanced MS Word
  • PowerPoint

Hobbies and Interests

  • Soccer: Awarded U17 Manager's Player of the Year for leadership and commitment
  • Gym: Enjoy maintaining discipline and focus through regular exercise
  • Investing: Actively research financial markets, read the Wall Street Journal daily, and be inspired by 'One Up on Wall Street' by Peter Lynch

Timeline

Equity Research Analyst

UCC Student Managed Fund
10.2024 - Current

Research Analyst

Alpha Wealth
06.2024 - 08.2024

Bachelor of Science - Business Economics

University College Cork

Leaving Certificate -

Christian Brothers College

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JAMES MCGREAL