Experience

Hobson Wealth
• New Zealand
• Financial Services
• 1 - 100 Employee
• Manager Adviser Support

  • Jun 2021 - Present


ASB Bank

• New Zealand
• Banking
• 700 & Above Employee

• Manager Settlements & Clearing

  • Nov 2017 - Jun 2021

  I managed a team of four that was responsible for the financial and stock settlement of all ASB Securities client trades and non-trade transactions across all markets. Other aspects of my role are as below:- Leading, developing and motivating Settlement and Clearing team- Promoting a risk management culture within the team to ensure ASB Securities adheres to all relevant regulation, policies and rules, in particular NZX Settlement and Clearing and Depository Rules- Engaging with NZX Clearing representatives as Settlement and Clearing contact for NZX onsite audits- Providing business support for ASB Securities’ financial and reporting matters- Completed NZX Diploma Paper 405N & 508N- Member of NZX Clearing User Group- ASB Securities Responsible Person Show less

• Senior Settlement Specialist

  • May 2017 - Nov 2017

  I was given the opportunity to step into a more senior role within the team which meant I was the escalation point for any issues arising in our day to day roles. I was tasked with ensuring the team ran in an efficient manner, that all of our Settlement and Clearing obligations were met and any exceptions were dealt with immediately. - Member of Private Banking, Wealth and Insurance Future Leaders programme

• Settlement Specialist

  • Nov 2015 - May 2017

  I was responsible for dealing FX currencies, auctioning journals in NOVA, compiling, reconciling and transacting cash requirements, identifying and resolving problems in the share trade cycle and working with other teams in Securities to resolve trade settlement issues.



ETOS Limited

• New Zealand
• Financial Services
• 1 - 100 Employee

• Treasury Client Services

  • Jun 2015 - Nov 2015

  Upon arriving back to New Zealand from the UK I was re-hired at ETOS in a more senior capacity being one of the two dealers employed at the company. This allowed me to excel at maintaining healthy relationships with both key clients (Contact Energy, Meridian Energy, Turners & Growers) and bank contacts. I was actively involved in helping to on-board T&G from one Treasury Management System to another and was their point of contact during this process ensuring deadlines were met and client requests actioned promptly. Show less



ICAP

• Nepal
• Non-profit Organizations

• Treasury Analyst

  • Mar 2014 - Apr 2015

  I worked within the Treasury Operations team managing the daily cash flows for over 150+ accounts. This included creation and authorisation of internal and external payments, position reporting, gain / loss calculations and creation of documentation for general bank account maintenance. I was also entrusted to manage the process of any intercompany loans, bonds, US Private Placement credit facilities and other margin lending requirements. I worked within the Treasury Operations team managing the daily cash flows for over 150+ accounts. This included creation and authorisation of internal and external payments, position reporting, gain / loss calculations and creation of documentation for general bank account maintenance. I was also entrusted to manage the process of any intercompany loans, bonds, US Private Placement credit facilities and other margin lending requirements.



Orwell Group

• Australia
• Construction
• 1 - 100 Employee

• Operations Associate - Reconciliations

  • Oct 2013 - Mar 2014

  I worked mainly as a Reconciliations expert ensuring all the Agent Pools and bank accounts were reconciled on a daily and monthly basis. Due to the start-up nature of the business I had to document and introduce new procedures/processes for the reconciling of these Agent Pools. I worked mainly as a Reconciliations expert ensuring all the Agent Pools and bank accounts were reconciled on a daily and monthly basis. Due to the start-up nature of the business I had to document and introduce new procedures/processes for the reconciling of these Agent Pools.

• Treasury Client Services

  • Aug 2011 - Mar 2013

  I worked co-currently with treasury teams in a number of large New Zealand organisations to complete their daily treasury requirements. This included providing recommendations and processing client instructions on foreign exchange, money market and interest rate derivatives. I worked co-currently with treasury teams in a number of large New Zealand organisations to complete their daily treasury requirements. This included providing recommendations and processing client instructions on foreign exchange, money market and interest rate derivatives.