Portfolio Analyst

• Sep 2022 - Present

Associate

• Dec 2021 - Sep 2022

• Researching and producing a case to invest for two unlisted infrastructure managers, including one that specialised in energy efficiency projects. This involved meeting key investment personnel, writing meeting notes and presenting a paper to a decision-making committee. • Researching build-to-rent and digital infrastructure as emerging sectors, including analysing financial models of potential build-to-rent projects. • Writing memos on specialist topics for client consumption, including ESG greenwashing and a proposal to take over management rights of a fund. • Preparation of research presentations for conferences and Frontier’s consulting teams.

Investment Analyst

• Apr 2018 - Nov 2021

• Analysis of property and infrastructure assets to determine their appropriateness for retail investors. • Comparing fund managers and their research processes to rate the quality of different managed funds. • Communicating the rating for a given fund, and the reasons for it, in published research reports. • Analysis of property and infrastructure assets to determine their appropriateness for retail investors. • Comparing fund managers and their research processes to rate the quality of different managed funds. • Communicating the rating for a given fund, and the reasons for it, in published research reports.

Reporting Analyst - Business Cases

• Dec 2017 - Feb 2018

• Ensuring accuracy and consistency of reporting to the Roads Minister. • Evaluating business cases and liaising with VicRoads to ensure that the reports were sufficiently well prepared to be submitted. • Ensuring accuracy and consistency of reporting to the Roads Minister. • Evaluating business cases and liaising with VicRoads to ensure that the reports were sufficiently well prepared to be submitted.

Investment Advisor

• Jun 2016 - Aug 2017

This role chiefly involved project management responsibilities and communicating policy positions related to tolling congested roads in Auckland. More specifically duties included:• enabling internal organisational agreement to be reached, by drafting memos on what positions to take on road pricing.• contributing to timely project delivery through project planning and management support, identifying capability gaps and needs, monitoring project risks, chairing meetings, and delegating project actions.• reaching a consensus on road pricing demonstrations, by negotiating with other central and local government agencies.• providing advice on adapting business processes in order to enable the introduction of the Housing Infrastructure Fund.

Graduate Investment Analyst

• Dec 2013 - May 2016

I assessed and analysed the viability of planned transportation projects in New Zealand. More specifically this included:• ensuring a robust decision-making process for transportation projects by analysing the project from a variety of perspectives including, strategic, economic, financial and feasibility of use. • obtaining insights to solve practical problems, by researching reports, financial statements, industry experts and internal databases.• answering queries from inside the business, by manipulating data using excel.• communicating information in both written and spoken form to experts and non-experts.