Finance, Portfolio and Market Analyst
Oakwood Fund
September 2026
- Analyst carrying out portfolio analysis, risk analysis and investment research.
- Completed an investment thesis on the AI and robotics tech stack and how it relates to undervalued robotics stocks.
- Used the Bloomberg Terminal, LSEG and FAME to analyse companies, asset classes and international markets, and actively traded on them.
- Completed an industry overview paper on tech stocks with a team.






