Alexander Raso
Investment Associate Operations at Palisade Investment Partners- Claim this Profile
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Bio
Bethel Loh
In the time that I've known Alex, he has been a personable, exceptional and friendly person. For the various projects and units that we have studied together, Alex remains focused on creating bright and innovative solutions to complex and intricate problems. He is a wonderful thinker and would be a delight in any team.
Bethel Loh
In the time that I've known Alex, he has been a personable, exceptional and friendly person. For the various projects and units that we have studied together, Alex remains focused on creating bright and innovative solutions to complex and intricate problems. He is a wonderful thinker and would be a delight in any team.
Bethel Loh
In the time that I've known Alex, he has been a personable, exceptional and friendly person. For the various projects and units that we have studied together, Alex remains focused on creating bright and innovative solutions to complex and intricate problems. He is a wonderful thinker and would be a delight in any team.
Bethel Loh
In the time that I've known Alex, he has been a personable, exceptional and friendly person. For the various projects and units that we have studied together, Alex remains focused on creating bright and innovative solutions to complex and intricate problems. He is a wonderful thinker and would be a delight in any team.
Experience
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Palisade Investment Partners
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Australia
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Investment Management
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1 - 100 Employee
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Investment Associate Operations
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Apr 2022 - Present
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Commonwealth Bank
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Australia
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Financial Services
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700 & Above Employee
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Senior Associate, Global Client Solutions, Institutional Banking & Markets
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Nov 2019 - Apr 2022
Provide execution support for transactions, including preparation of credit submissions, conducting due diligence and financial analysis. Covering the Industrials, Transport and Consumer industries.
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Senior Associate, Loan Management Group, Institutional Banking & Markets
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Feb 2019 - Nov 2019
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Associate, Loan Management Group, Institutional Banking & Markets
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Oct 2017 - Feb 2019
IB&M performs an important internal role for the Group by providing equities, markets, lending and transaction banking execution capabilities to other CBA business units that allows them to capture opportunities with business customers.Institutional Loan Management Group provides institutional loan management and support to internal and external clients.
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Team Leader Advice Assessment, Advice Review & Remediation, Wealth Management
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Apr 2017 - Oct 2017
Responsible for delivering on a number of advice projects as well as leading a team of 11 financial assessment managers addressing ASIC imposed license conditions.
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Assessment Officer, Advice Review Program, Wealth Management
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Mar 2015 - Apr 2017
Business As Usual team addressing ASIC imposed license conditions and ongoing obligations.
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Education
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2018 - 2020
CFA Institute
CFA Level 3 Passed -
2012 - 2014
University of Sydney
Bachelor of Economics, Finance and Economics -
2015 - 2017
Kaplan Professional
Community
