EOIN McLAUGHLIN · BSc FINANCE · QUB · CLASS OF 2027 · LONDON

Eoin McLaughlin

Value the business. Verify the data. Automate the routine.

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  • QUB BSc FINANCE73%FIRST
  • ORBIS INVESTMENTSCLIENT REPORTING 15M
  • QSMFCOO
  • WELL—BUY
  • BEST OVERALL
  • DCF / COMPS
  • BLOOMBERG MARKET CONCEPTS
  • EXCEL
  • VBA
  • PYTHON
  • SQL
  • C#

01 — Overview

An all-rounder, drawn to the quantitative side.

I'm a final-year BSc Finance student at Queen's University Belfast. I completed a 12-month placement in Client Reporting at Orbis Investments, extended to 15 months, working across performance, fund and client data and using AI to automate routine processes. At the Queen's Student Managed Fund, I led the Real Estate team's award-winning pitch, built on DCF and comparable company analysis, and have just become COO. I'm an all-rounder with a particular interest in the quantitative side, seeking graduate roles in investment management.

73%

First-class average

15 months

at Orbis Investments

2027

Graduating, June

02 — Track record

Precise with data. Practical with technology.

12-month placement, extended to 15 months. Performance, fund and client data; client reporting; AI-enabled process improvement.

One team, several areas of work. An all-round contributor across all of them, with a particular interest in the quantitative side.

Areas of work · Client Reporting

  • Generated many types of client reports from internal performance, fund and client data, and contributed to PowerPoint decks.
  • Answered client and internal queries, handling ad hoc and recurring requests and due diligence questionnaires (DDQs).
  • Prepared holdings analyses, performance comparisons and bespoke data extracts for institutional clients and consultants.
  • Delivered accurate, consistent and timely client reporting through month-end cycles by verifying large internal datasets.
  • Applied regulatory and labelling guidance to reporting materials with Compliance and investment specialists.
  • Coordinated daily reporting handovers with the Vancouver team; hosted team meetings and mentored new joiners.

Case notes

01

Challenging the default

Questioned decisions and assumptions, tracing their knock-on effects so the team took the right approach.

02

Automating the routine

Used AI to automate everyday internal processes, saving time and making the output more consistent.

03

Knowing the product

Analysed what makes funds, and the share classes within them, different.

  1. Chief Operating Officer

    09/26 — Present
    • Appointed to the executive leadership team overseeing fund-wide operational governance, workflow logistics and data reporting across sector research teams.

  2. Real Estate Senior Analyst

    10/24 — 06/25
    • Led the Real Estate team, delegating tasks so the equity report was completed on time.
    • Authored equity reports on business, industry and financials, building forecasts and valuations with DCF and Comparable Company Analysis.
    • Co-presented the pitch that won "Best Overall" for both report and presentation.
    Read the research note
  • Gained insight into KYC, Compliance, Risk and Legal frameworks through sessions with business leaders.

03 — Investment research

Research is dated. The method carries forward.

Best OverallReport & Presentation

Equity research · Queen's Student Managed Fund

Pitched November 2024 · Views as at the time of the pitch

WELL

Welltower Inc. · NYSE

BUY Healthcare REIT Senior Housing

Methodology

DCF Comparable Company Analysis

Thesis

An ageing population will drive long-term demand for senior housing, and Welltower is positioned to benefit.

Key drivers

  • Growth in older age groups underpins multi-year demand.
  • Needs-based demand is less tied to the economic cycle.
  • Pricing power where demand outpaces new supply.

Risks to the thesis

  • Higher interest rates raise the cost of capital and weigh on REIT valuations.
  • Labour costs and operator performance can compress margins.
  • A rise in new supply could dilute occupancy gains.

Led as Senior Analyst · Real Estate team · Queen's Student Managed Fund

Student research. Views as at the time of the pitch. Not investment advice.

Valuation toolkit

DCF

SMF reports · Coursework · Copenhagen Business School

Comparable companies

SMF reports · Coursework

Forecasting

SMF reports · Coursework

04 — Education

Econometrics, statistics, valuation.

Queen's University Belfast

2023 — 2027

Programme
BSc Finance with a Year in Industry
Average
73% · First-class
Modules

Semester 1

  • FIN3017Financial Engineering
  • FIN3018Financial Econometrics and Data Science
  • FIN3028Python for Finance

Semester 2

  • FIN3013Equity Research
  • FIN3020Fixed Income Instruments
  • FIN3016Corporate Finance

Copenhagen Business School

2024

Programme
Undergraduate Corporate Finance
Funding
Funded by Queen's University Belfast
Coverage
Financial statement analysis · Valuation · DCF modelling · Cost of capital · Capital structure · Interest rate dynamics · Risk pricing

A-Levels

Lumen Christi College · 2023

Mathematics
A
Software Systems Dev.
A
Physics
B

05 — Toolkit

Evidence, not adjectives.

Each mark shows where a tool was genuinely used. Select a row to see what I did with it in each context.

  • Orbis
    Simplified complex formulas and embedded automated validation checks in core reporting workbooks.
    Student Managed Fund
    Built DCF and comparable company valuations for equity reports.
    University
    FIN2020 Excel and VBA: two individual assignments, below.

    Project note · FIN2020 · Individual assignment

    Mortgage calculator

    Handles fixed- and adjustable-rate periods with a full amortisation schedule, lending-constraint validation, error messages and charts.

    • Amortisation
    • LTV & income multiple
    • Input validation
    • Charts

    Project note · FIN2020 · Individual assignment

    VBA trading-rule selector

    25 moving-average and RSI rules on two years of Bloomberg prices for five S&P 500 stocks; a UserForm selects the best rule by the chosen metric and plots cumulative performance.

    • VBA UserForm
    • RSI / MA rules
    • Sharpe & Sortino
    • Bloomberg data
  • Orbis
    Verified fund and share class data, set up client-specific share classes and resolved missing-price queries.
    University
    Sourced price data for the FIN2020 trading-rule project.
    Certificate
    Bloomberg Market Concepts completed.
  • Orbis
    Verified fund and share class data.
  • Orbis
    Used existing Power BI dashboards.
  • Orbis
    Contributed to client decks and created the deck for the global distributions best-practice rollout.
    Student Managed Fund
    The Welltower pitch presentation.
  • Orbis
    Automated everyday internal processes and presented the improvements to the team.
  • University
    Proficient; currently also taking FIN3028 Python for Finance.
  • University
    Used in Stage 2 for FIN2028 Introduction to Financial Econometrics (coursework below); deepening this semester through FIN3018 Financial Econometrics and Data Science.

    Project note · FIN2028 · Individual assignment

    Profitability and leverage

    Tested the relationship between ROE and financial leverage for a company using Compustat panel data, against industry benchmarks.

    • Hypothesis testing
    • Confidence intervals
    • OLS regression
    • Panel data

    Project note · FIN2028 · Group project

    Pecking order theory

    Tested the pecking order theory of capital structure on US company data (2014–2023), extending to a multivariate model after Frank and Goyal (2003); written up as a research report.

    • OLS regression
    • Joint hypothesis tests
    • Multivariate model
    • Research report
  • A-Level
    Coursework: helped build a company database for staff, client and room-booking data.
  • A-Level
    Built a game, then the following year helped build the coursework company database for staff, client and room-booking data.

06 — Beyond the desk

Team sport, steady habits.

i.

5-a-side football

Captained a university team; play weekly with friends; represented the Orbis corporate team in a local league and an industry charity tournament.

ii.

Health & training

Train at the gym regularly. A healthy, disciplined lifestyle underpins good work.

iii.

Reading

Books and articles on markets, technology and economics.

iv.

Conversations

Speaking with professionals across sectors to understand how their industries work.

Earlier: retail roles at NEXT and The Range (2022–23).

07 — Investor relations

Seeking graduate roles in investment management.

London · Graduating June 2027

Email eoinmclaughlinn@gmail.com LinkedIn in/eoin-mclaughlin