Alex D.
Mid-Level Financial Analyst
Open to offersNew to PlatformAbout
Alex D. is a seasoned Finance Professional known for his expertise in derivatives trading, market risk management, investment operations, and fund accounting. His tenure in the finance sector spans roles at prestigious firms such as Fidelity Investments, AVA Trade, and SEI Investments, where he honed his abilities in managing high-net-worth client accounts and executing intricate trade strategies. Notably, at AVA Trade, Alex managed currency, equity, and commodity exposure while employing advanced tools like the Bloomberg Terminal and MT4/MT5 platforms. His analytical skills and problem-solving capabilities were instrumental in optimizing trading desk operations through spreadsheet developments. Alex’s educational foundation in Accountancy and Finance was established at Dublin Business School, supporting his substantial understanding of financial markets. His responsibilities have included conducting net asset valuations, processing fund movements, and maintaining investor relations in private equity, positioning him as a versatile and proficient figure in the capital markets landscape.
Experience
Logistics and collections driver
Henderson foods · 2025 — 2026Operated company vehicles to deliver food products to retail and commercial clients, ensuring timely delivery and adherence to customer service standards. Managed delivery schedules and verified product quantities during loading and unloading, while upholding hygiene and safety protocols.Money brokerage Asset & Money Movement
Fidelity Investments · 2023 — 2025Managed account re-registrations and maintenance for high-net-worth clients while establishing trust fund accounts according to US regulations. Produced net asset valuations for deceased clients and verified legal documentation. Oversaw transfers of funds between Fidelity and non-Fidelity accounts, including facilitating transfers on death payouts and account changes due to divorce.Logistics and collections driver
Vision Ireland · 2025 — 2025Delivered furniture and charity clothing to various Vision Ireland retail shops and collected unsold items for return to the central warehouse. Maintained accurate delivery records and ensured safe transport, representing the organization's charitable mission.Treasury Dealer
AVA Trade · 2022 — 2023Engaged in hedging currency, equity, and commodity exposure utilizing Spot, Future, and Option markets. Analyzed company VaR and market fluctuations to maintain risk levels, while supervising leveraged derivative trades to optimize market efficiency. Developed spreadsheets to enhance desk operations and executed trades for clients in a professional manner.Fund accounting Analyst
SEI Investments · 2022 — 2022Calculated and reported Funds NAV, alongside determining funds expenses and entering security trades. Identified issues in fund valuations and ensured timely completion of Fund reporting deadlines, utilizing Bloomberg, Investran, and Investone for analysis.Private equity analyst
Prime advantage Capital Partners · 2021 — 2022Accelerated fundraising efforts targeting UHNW and VC investors for early-stage ventures in Mobility, Consumer, Financial Services, and Energy sectors. Constructed email campaigns using Zoho CRM, monitored open rates, and maintained comprehensive campaign schedules for clients.
Skills & Expertise
Education
- Bachelor of Arts (Hons) in Accountancy and FinanceDublin Business School · 2019 — 2020
- Bachelor's degree in Business and AccountingDublin · 2016 — 2019
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