Jagmohan Thami

I am a proactive and assiduous individual pursuing a BSc in Financial Economics with experience in data-driven problem solving, technical analysis and delivering results in fast-paced environments with a keen eye for detail and quality. I have excellent collaboration, problem-solving and communication skills with a strong passion for Business solutions, project management and data analysis. Seeking a challenging and rewarding Business Analyst role.

Wealth Analyst - Citi (Forage)

(2025-10)

• Asset allocation and portfolio management of a liquid $100 million portfolio, aligning client risk tolerance with long-term growth objectives
• Assessing client's financial portfolio and developing tailored investment proposals to balance risk & growth effectively via 2-3 investments in equities, fixed income, commodities, and alternatives
• Understanding client requirements to develop sustainable investment strategy solutions

Finance, Professional Services & Consulting Virtual Internship - IEUK

(2025-06 - 2025-08)

• Insight into financial and consulting sector from Bank of America, HSBC, EY, and Lloyd's banking group
• Investment analysis project – researching, cleaning data and Excel modelling to build a strategy proposal for an emerging drinks brand, following risk objectives
• Developed analytical and commercial awareness skills

Pharmacy assistant - Regent Pharmacy LTD

(2023-06 - 2025-10)

Part-time

• Developed strong client-facing communication & leadership skills in a high-volume environment
• Managed cloud inventory control processes and maintained high attention to detail with safe handling of medications and prescriptions
• Collaborated effectively within a small team to streamline operations in a fast-paced setting, enhancing workflow efficiency and accuracy
• Ensured 100% accuracy in daily financial reconciliations, strengthening financial reporting skills

BSc (Hons) - Financial Economics - University Of Kent (2023-09 - 2026-05)

A Levels - Mathematics, Computer Science and Business - Gravesend Grammar School (2021-08 - 2023-07)

GCSEs and BTEC - Northfleet Technology College (2016-08 - 2021-07)