charles davis

1. Oct 2026 - Present

   UK Investment Competition

   Portfolio Manager

   Leading a team of 3 to research and execute an investment thesis on a 40/40/20 split across Healthcare, Infrastructure and Upstream AI. Actively managing allocations throughout the competition.

   Team Management / Valuation / Research

   01

2. Nov 2026

   WHACK Hackathon

   Capital One Sponsor Track

   Worked as a team of 2, across 24 hours, to develop a mobile web app with an integrated desktop Chrome extension to help users manage credit spending and understand how credit works, placing 3rd in the track.

   Credit / Time-management / Presentation

   02

3. Oct 2026

   AmplifyME Finance Accelerator

   AmplifyME x CFA Experience

   Worked as both an Investment Banker and an Asset Manager in a fast paced environment. Improved on my 2025 score, placing top 10 in IB with a total commission of $191k.

   IB / Asset Management / Risk Management

   03

4. Sep 2026

   Personal Project

   Portfolio Optimiser Tool

   Full-stack web application with Python/React/Vite to execute Markowitz Mean-Variance Optimisation, plot an interactive Efficient Frontier and calculate "optimal" weights of an input set of portfolios, fetching data from LSEG.

   Portfolio Management / Optimisation / API

   04

5. Aug 2026

   PwC

   Valuations Placement

   Valued a £4bn private credit facility, £50m in interest rate swaps, and a £5bn equity. Reconciled a £300k lease schedule discrepancy and wrote a 2-month private credit market report.

   Valuation / Private Credit / Derivatives

   05

6. Jun - Aug 2026

   Personal Project

   Automated Equity Valuation Model

   Built an Excel/Python/VBA valuation tool to fetch financial statements and comparables from LSEG, populating the model automatically. Implements a 10-year DCF, reverse DCF, comparable company analysis, and precedent transactions with configurable assumptions.

   Equity / Valuation / API

   06

7. Jun 2026

   IEUK Finance

   Internship Experience

   Analysed viability of an AI credit lending model. Benchmarked a £150m model against a £200m model and identified key risks in AI credit modelling.

   AI / Credit Risk / Modelling

   07

8. Jun 2026

   Citi

   Wealth Job Simulation

   Developed and communicated an investment strategy using asset allocation and selection principles, emphasising tax efficiency and moderate risk tolerance.

   Investment Strategy / Asset Allocation

   08

9. Jun 2026

   JPMorgan

   Investment Banking Job Simulation

   Identified an ideal M&A target for a client. Constructed a DCF to value the target, adjusting for a competitor bid and a supply chain interruption, and summarised the recommendation in a two-page memo.

   M&A / DCF / Valuation

   09

10. Feb - Apr 2026

    M&A Competition

    Team Leader & M&A Analyst

    Led a small team to make an acquisition recommendation for Shell of Kosmos Energy. Built DCF and CCA valuation models, calculated synergy ramps and pro forma accretion, and made a complete presentation summarising our research.

    M&A / Valuation / Leadership

    10

11. Mar 2026

    UBS

    Business Insight Programme

    Developed an assessment for managing a £100m UHNW client portfolio with a small team. Learned about how UBS global markets, wealth maagement and asset management divisions operate and integrate into the industry.

    Portfolio Management / Division Insight

    11

12. Feb 2026

    HACKLDN Hackathon

    Knowunity Sponsor Track

    Co-led a team of 4 to develop an application in 24 hours to help students. Efficiently planned, programmed, and presented a working prototype to judges, receiving positive feedback.

    Teamwork / Efficiency / Presentation

    12

13. Jan - Feb 2026

    Stock Pitch Competition

    Equity Analyst

    Worked in a team of 4 to research, value and present a mid cap company as an investment recommendaiton. Recommended Balfour Beatty as a 2 year long position, built DCF, CCA models and a pitch deck summarising our research.

    Equity / Valuation / Teamwork

    13

14. Jan - Feb 2026

    Warick Game Jam

    Game Developer

    Worked as a team of 2 over two weeks to make a 2D platformer with procedurally generated infinite levels, presenting the final version alongside peers submissions.

    Teamwork / Time Management

    14

15. Oct - Dec 2025

    UK Investment Competition

    Portfolio Manager

    Developed an investment thesis, researching individual investment picks and implementing the thesis across a 3 month competition. Presented the strategy to a pannel of judges, placing top 10 at Warwick.

    Portfolio Management / Presentation

    15

16. Oct 2025

    WHACK Hackathon

    Brevan Howard Sponsor Track

    Co-led a team of 4 to build an application in 24 hours to help understand information accuracy. Planned, programmed, and presented a working prototype to judges.

    Teamwork / Presentation / Hedge Fund

    16

17. Oct 2025

    AmplifyME Finance Accelerator

    Morgan Stanley x UBS Experience

    Worked in the buy and sell side, as an asset manager and investment banker, in a high intensity trading environment to maximise PnL and commissions.

    High-intensity / Asset Management / IB

    17

18. Jul 2023 - Jan 2025

    Millets Farm Centre

    Weekend Leisure Assistant

    Served 500+ daily visitors, recieved repeated management recognition. Trained 4 staff members and implemented setup improvements to reduce changover time.

    Communication / Efficiency

    18

19. Aug - Sep 2024

    NERC

    Consultancy Intern

    Developed an automated scoring model to rank 160 net-zero projects competing for a £37m funding pool. Designed and presented an assessment framework for the projects.

    Project Assessment / Data Analysis

    19

20. Aug 2024

    UKCEH

    Insight Week

    Evaluated data cleaning, cloud migration and public data representation implementation plans, covering 300 years of hydrology data. Attended integrated program management and change control meetings.

    Digital Infrastructure / Change Management

    20

21. Jul - Aug 2024

    McLaren Racing

    Insight Week

    Analysed 500m+ wind-tunnel pressure-sensor data. Reconfigured the 60% scale model's suspension assembly and brake drum shrouds for wind tunnel testing. Attended Hungarian GP data debrief.

    Data Analysis / Motorsport Engineering

    21

22. Jul 2024

    Createc

    Research Intern

    Researched precision agriculture technologies to reduce fertiliser usage by 50%. Presented 2 fertilisation methods in a bid meeting, assessing cost and environmental impacts.

    Research / Presentation / Innovation

    22

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