Senior Data Specialist (Migration & Reporting)

• Jul 2022 - Present

Data Specialist (Migration & Reporting)

• Dec 2021 - Jul 2022

Consultant

• Feb 2020 - Jul 2021

- Consulted with clients on investments, superannuation and pensions - Generated customised in-depth investment reports with transactions, asset performance and layered tax implications - Facilitated complex share trading, margin loans, and asset transfers while conducting investment portfolio templating and rebalancing - Provided expert help on managed and exchange traded funds, term deposits and online banking - Engaged with stakeholders and built strong relationships with business partners including financial advisers, solicitors & corporate firms Show less

Investment Analyst

• Jan 2018 - Jun 2018

- Solicited and created investment opportunities (Deal sourcing) - Met, interviewed and conferred with startup founders and CEO's - Comprehensively evaluated companies (via Pitch Decks, Market research, Financial analysis and Industry analysis) - Forecasted company pre-money and post-money valuation - Produced full-length due diligence reports and presentations - Negotiated the terms of investments (Funding vs. Equity) - Solicited and created investment opportunities (Deal sourcing) - Met, interviewed and conferred with startup founders and CEO's - Comprehensively evaluated companies (via Pitch Decks, Market research, Financial analysis and Industry analysis) - Forecasted company pre-money and post-money valuation - Produced full-length due diligence reports and presentations - Negotiated the terms of investments (Funding vs. Equity)

FOH Team Member

• Feb 2016 - Jan 2018

- Performed and undertook all wait staff and bartending duties ranging from floor/section management, serving, running, cleaning, opening and closing - Achieved employee of the month award 3 times following superior customer service performance and customer feedback - Trained 12 new FOH staff - Built and maintained friendly relationships with several patrons - Performed and undertook all wait staff and bartending duties ranging from floor/section management, serving, running, cleaning, opening and closing - Achieved employee of the month award 3 times following superior customer service performance and customer feedback - Trained 12 new FOH staff - Built and maintained friendly relationships with several patrons

Marketing Communications

• Sep 2014 - Oct 2014

- Developed and delivered a marketing campaign with a reach of 1,500 people - Created and edited scripts/storyboards for promotional plans - Attracted 106 new micro-finance applications, a 12% increase from the previous quarter - Produced and presented 1-hour long business presentations - Developed and delivered a marketing campaign with a reach of 1,500 people - Created and edited scripts/storyboards for promotional plans - Attracted 106 new micro-finance applications, a 12% increase from the previous quarter - Produced and presented 1-hour long business presentations