Rameel A
@rameelamin
Client-focused investment management professional specialising in portfolio management and broadly-syndicated loans.
United KingdomWhat I'm looking for
I am a client-focused investment professional with experience across relationship management, portfolio operations, and syndicated loan markets, having worked at S&P Global, Waverton Investment Management, Goldman Sachs Asset Management and Barclays. I have driven onboarding and client engagement, supported product positioning and delivered operational improvements that contributed to AUM growth and enhanced platform adoption.
I combine technical proficiency in Excel (VBA), Python and SQL with hands-on experience in trade matching (Traiana/ClearPar), fund reporting and reconciliations, and a proven record of partnering with sales, product and trading desks to solve workflow challenges and improve client outcomes.
Experience
Work history, roles, and key accomplishments
Outlier AI - LLM prompt & rubric writing, stress testing and reviewing models for SME clients.
o Oracle status, working on projects in the finance and banking domain improving Claude, Gemini & ChatGPT
analysing weaknesses and limitations of LLM’s in model response production and real-life scenarios.
Supported commercial coverage of buy-side and sell-side clients in the syndicated loan market, driving engagement with lending solutions and improving trade processing and workflow efficiency through ClearPar demonstrations and onboarding support.
Portfolio Associate
Waverton Investment Management
Nov 2023 - Nov 2024 (1 year)
Partnered with portfolio managers and client service teams to prepare proposals, oversee daily trading and reconciliations, and supported AUM growth through client retention and process improvements to front-office systems.
Client & Vendor Relationship Analyst
Goldman Sachs Asset Management
Aug 2022 - Aug 2023 (1 year)
Supported EMEA and APAC sales teams on client acquisition and onboarding, produced fund reporting dashboards, and assisted distributor relationship management to drive fund inflows and operational efficiency.
Loan Closing Analyst
Barclays
Jan 2022 - Aug 2022 (7 months)
Closed primary and secondary broadly syndicated loan trades, managed bookings and amendments onto ACBS and Loan IQ, and performed cash and month-end reconciliations supporting multilateral transactions and agency transfers.
Shadowed teams across investment banking, asset management, and trading, delivered an asset-class growth analysis project to senior staff, and completed M&A case studies including DCF and LBO modelling.
Education
Degrees, certifications, and relevant coursework
University of Bradford
Bachelor of Science (Honours), Accounting & Finance
2018 - 2021
Grade: 2:1
Activities and societies: Dissertation on retail investor market performance
Completed a BSc (Hons) in Accounting & Finance with a dissertation examining retail investor performance relative to market manipulation.
Availability
Location
United KingdomAuthorized to work in
Social media
Job categories
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