Mete Ezel

Hi there! I'm Mete, and I have a deep-seated passion for investments, research, and analysis. I thrive on diving into financial models and using both bottom-up and top-down approaches to evaluate stocks for Direct Equity Portfolios. My advanced Excel skills allow me to build detailed forecasts, perform rigorous financial analysis, and develop comprehensive DCF models that help in making informed investment recommendations.

Assisting the US Wealth Team with strategic asset allocation has been particularly rewarding. I’ve developed numerous Meeting Packs, reports, and presentations that support Portfolio Managers during client pitches and Annual Review meetings. Providing key insights on shares held within client portfolios is something I excel at, ensuring that each portfolio is performing optimally and meeting client goals.

My experience extends to evaluating portfolio suitability and performance using the Annual Review tool. I take pride in backtesting and comparing client portfolios to benchmark them against those held at other firms, always aiming to optimize our clients' investment strategies.

Researching tax-efficient products for the Wealth Planning team has been another area where I’ve made significant contributions, assessing which products should be included on our panel to maximize client benefits.

I also hold the CFA Investment Foundation Certificate, underscoring my commitment to professional development and look forward to completing all 3 levels of the CFA

Outside of work, I’m an avid sports fan, which involves football, basketball, badmington and tennis.

Thanks for visiting my page and I look forward to connecting with you

• Conducted thorough Fundamental analysis, employing both bottom-up and top-down approaches, to evaluate individual stocks for Direct Equity Portfolios.
• Have built financial models for forecasting company's future financial performance and cash flows, including DCF models.
• Post analysis, making presentations, providing investment recommendations, and answering any questions made by portfolio managers and the Direct Equity team.
• Demonstrated advanced excel skills.
• Assisted the U.S Wealth Team in strategic asset allocation for portfolios, contributing to effective portfolio management.
• Developed numerous Meeting Packs, reports, and PowerPoint presentations to support Portfolio Managers during client pitches and Annual Review meetings.
• Assisted Portfolio Managers by supplying key investment insights on shares held within client portfolios.
• Evaluated portfolio suitability and performance in the Annual Review tool.
• Back tested and compared client portfolios held at other firms to Cazenove portfolios.
• Successfully prepared client documents and onboarded clients within T24.
• Prepared hundreds of constrained holding notes for the SWUSL(US team) and S&CO(UK team).
• Participated within the Compliance which involved screening clients against adverse media and their relationships as it pertains to PEP status.
• Conducted Cash Transaction monitoring on volumes and amounts for trades being made.
• Rotated within the Digital Application Support team, learning and implementing the process for getting clients and web users onto eServices giving me more well-rounded skills as it pertains to T24.
• Conducted research within the Wealth Planning team on tax efficient products and assessed which products should be on panel
• Committed to ongoing professional development, engaging in continuous learning opportunities, and have achieved the CFA – Investment Foundation Certificate

CFA - Investment foundation Certificate