Katie Forrester
Portfolio Assistant @Fresh Thinking Capital
Leeds, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2024 — Present
Portfolio Assistant @Fresh Thinking Capital
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Leeds, GB
EDUCATION
N/A
AAT
Level 2 Certificate in Accounting , Accounting
2011 — 2014
Coventry University
Bachelor’s Degree, Fine and Studio Arts
SKILLS
MarketingMicrosoft OfficeCustomer ServiceStrategic PlanningInvestmentsManagementMicrosoft ExcelBusiness IntelligenceBusiness DevelopmentWealth Management
ABOUT KATIE FORRESTER
As a Portfolio Assisstant I work across the Capital and Advisory teams on a range of day-to-day tasks, carrying out CDD, writing credit, assessing risk, and ensuring smooth deal delivery. I operate behind the scenes and interact with clients and key stakeholders on a daily basis. I continue to study my AAT L3, after receiving a Distinction on my L2 in Dec 2024.
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