Image of Robert Melick

Robert Melick

Financial Consultant Trainee @ Convoy Financial Services Limited

Financial Analyst / Consulting / M&A / Advisory Services / Factoring

San Francisco Bay Area

Ranked #913 out of 18,260 for Financial Consultant Trainee in United States

Section title

Robert Melick's Email Addresses & Phone Numbers

Robert Melick's Work Experience

Convoy Financial Services Limited

Financial Consultant Trainee

June 2014 to July 2014

Shenzhen, Guangdong, China

Richmond The American International University in London

Vice President of the Investment and Quants Club

September 2013 to May 2014

London, United Kingdom

Amplify Trading

Workshop

April 2013 to April 2013

London, United Kingdom

Robert Melick's Education

Hult International Business School

Msc in Finance Finance General 3.2/4.0

2014 to 2015

Richmond, The American International University in London

Bachelors of Arts Business Administration; Finance 3.32 / 4.0

2012 to 2014

United International Business School

Bachelor of Arts Business Administration

2011 to 2012

Robert Melick's Professional Skills Radar Chart

Based on our findings, Robert Melick is ...

Energetic
Confident
Engaging

What's on Robert Melick's mind?

Based on our findings, Robert Melick is ...

44% Left Brained
56% Right Brained

Robert Melick's Estimated Salary Range

About Robert Melick's Current Company

Convoy Financial Services Limited

My tasks involved tailoring investment plans suitable to a client's particular needs and financial objectives. I also conducted research about the IFA industry in both China, UK and USA for the purpose of writing a comparative analysis.

Frequently Asked Questions about Robert Melick

What company does Robert Melick work for?

Robert Melick works for Convoy Financial Services Limited


What is Robert Melick's role at Convoy Financial Services Limited?

Robert Melick is Financial Consultant Trainee


What is Robert Melick's personal email address?

Robert Melick's personal email address is r****[email protected]


What is Robert Melick's business email address?

Robert Melick's business email addresses are not available


What is Robert Melick's Phone Number?

Robert Melick's phone (**) *** *** 221


What industry does Robert Melick work in?

Robert Melick works in the Financial Services industry.


Who are Robert Melick's colleagues?

Robert Melick's colleagues are Arthur Wu, Anthony CHUNG, and Jane Chiu


About Robert Melick

📖 Summary

Recent MSc in Finance Graduate, and current FRM Candidate, with relevant experience spanning Europe, Asia and Africa. Previous experience focused on the analysis of financial products across the financial services sector specialising on Retail Banking and non-discretionary Wealth Management. Seeking to build upon this experience by securing a position as an Analyst within a well-established Consulting firm in Transaction Advisory Services/ M&A division. Fluent in French and English. Knowledge & Skills Analysis (Fundamental, Investment, Strategic) - Customer Service - Public Speaking & PresentationFinancial Consultant Trainee @ My tasks involved tailoring investment plans suitable to a client's particular needs and financial objectives. I also conducted research about the IFA industry in both China, UK and USA for the purpose of writing a comparative analysis. From June 2014 to July 2014 (2 months) Shenzhen, Guangdong, ChinaVice President of the Investment and Quants Club @ As a co-founder of the IQ-Club at Richmond, to foster interactions between finance and economics aficionados to engage, and ultimately learn together. My duty is to assist the President, guide members and facilitate the learning process by presenting adequate content focusing on investment and quantitative analysis. The meetings contained various discussions and workshops ranging from news and data analysis to portfolio diversification and behavioural finance. Furthermore, members of the club were encouraged to expand their knowledge on multiple software interfaces widely used in the industry. The club also organised facetiously zealous portfolio management competitions on a regular basis. From September 2013 to May 2014 (9 months) London, United KingdomWorkshop @ Day trading, Commodities and Index -Understanding the importance of risk management and working under pressure -Introduction to the trading software and briefing about information likely to affect the market -Learning about the daily routine of a trader From April 2013 to April 2013 (1 month) London, United KingdomBack Office and Operations Intern @ -Global overview of the various department (Credit Risk Management, Treasury, Operations, Retail Banking, Clearing (Back office), IT and Compliance) -Informing clients about the retail banking division and the various products providing communication and interpersonal skills -Assessing clients creditworthiness required meticulous analysis of their personal information combined with a good understanding of the bank's criteria -Assessing the bank's financial position required a detailed analysis of the bank's financial statement -Contacts with clients and colleagues from various national, social and ethnic backgrounds, developing excellent adaptive and interpersonal skills -Teller duties, including welcoming and serving clients in a friendly, professional manner From December 2012 to January 2013 (2 months) Office Assistant @ -Cash reconciliation and payment handling -Assisting customers in a friendly manner with their forms, requests and questions -Bookkeeping, preparing books before submission to the accountant From January 2007 to August 2008 (1 year 8 months) Msc in Finance, Finance, General, 3.2/4.0 @ Hult International Business School From 2014 to 2015 Bachelors of Arts, Business Administration; Finance, 3.32 / 4.0 @ Richmond, The American International University in London From 2012 to 2014 Bachelor of Arts, Business Administration @ United International Business School From 2011 to 2012 European Baccalaureat, Advanced Mathematics and Sciences @ European School Brussels 3 Robert Melick is skilled in: Teamwork, Economics, Business Strategy, Corporate Finance, Finance, Public Speaking, Microsoft Excel, Financial Analysis, Financial Modeling, Entrepreneurship, Financial Accounting, Econometrics, Analysis, Microsoft Office, Portfolio Management, Data Analysis, Fundamental Analysis, Statistical Data..., Eviews, SPSS, Management, Research, Empirical Research, Accounting, Customer Service, Marketing Communications, Technical Analysis, Python, Global Dexterity, Managerial Economics


Robert Melick’s Personal Email Address, Business Email, and Phone Number

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In a nutshell

Robert Melick's Personality Type

Extraversion (E), Sensing (S), Thinking (T), Perceiving (P)

Average Tenure

0 year(s), 6 month(s)

Robert Melick's Willingness to Change Jobs

Unlikely

Likely

Open to opportunity?

There's 94% chance that Robert Melick is seeking for new opportunities

Robert Melick's Achievements

Dean's list Award

Issued by Richmond, The American International University in London · April 2014

Dean's list

Issued by Richmond, The American International University in London · December 2013

Dean's list

Issued by Richmond, The American International University in London · May 2013

Cum Laude

Issued by United International Business School, Brussels · June 2012

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