Experience

Melior Investment Management

• Australia
• Investment Management
• 1 - 100 Employee

• Deputy Portfolio Manager

  • Aug 2022 - Present

• Senior Investment Analyst

  • May 2021 - Aug 2022



Ellerston Capital

• Investment Management
• 1 - 100 Employee

• Senior Investment Analyst

  • Jan 2018 - May 2021



AMP Capital

• Australia
• Investment Management
• 500 - 600 Employee

• Senior Portfolio Manager/Analyst

  • Mar 2016 - Oct 2017

  Part of 10 person team managing more than A$12 billion in Australian equities. Mandates managed under core, sustainable, income, long/short, concentrated, enhanced index and small cap investment styles. Primary role, from June 2015 - October 2017, was portfolio manager for Australian Equity Core Fund (FUM A$4 billion) plus ongoing stock analysis responsibilities. Previously portfolio manager for Australian Equity Growth Fund from November 2014 - May 2015 (FUM A$500m). Stock analysis sector responsibilities included building materials, chemicals, steel, gaming, transport, media (traditional and digital), utilities, consumer staples, financials, small industrials. Strong Environmental Social & Governance (ESG) pedigree as a result of back up portfolio manager responsibilities on the Sustainable fund and ESG stock analysis.

• Portfolio Manager/Analyst

  • May 2010 - Mar 2016

  Part of 9 person team managing more than A$12 billion in Australian equities mandates. The mandates are managed under core, sustainable, income, long/short, concentrated, enhanced index and small cap investment styles. Primary role, since June 2015, is portfolio manager for Australian Equity Core Fund (FUM A$4 billion) plus ongoing stock analysis responsibilities. Previously portfolio manager for Australian Equity Growth Fund from November 2014 - May 2015 (FUM $500m). Stock analysis sector responsibilities (past and present) include building materials, chemicals, steel, gaming, transport, media (traditional and digital), utilities, consumer staples, financials, small industrials.



CSR Limited

• Australia
• Wholesale Building Materials
• 700 & Above Employee

• Senior Analyst - Strategy & Sustainability

  • 2008 - 2010

  Responsibilities included strategic planning, sugar division demerger team, carbon price planning, M&A assessment, board presentations, financial modelling/forecasting. Responsibilities included strategic planning, sugar division demerger team, carbon price planning, M&A assessment, board presentations, financial modelling/forecasting.



CommSec

• Australia
• Financial Services
• 400 - 500 Employee

• Senior Analyst - Banking, Insurance and Diversified Financials

  • 2002 - 2008

  Development and preparation of stock and sector research ideas/reports for Australian bank, insurance and diversified financial stocks, presentation of stock ideas and research to institutional clients, managed two associates in the team, live and recorded media interviews. Development and preparation of stock and sector research ideas/reports for Australian bank, insurance and diversified financial stocks, presentation of stock ideas and research to institutional clients, managed two associates in the team, live and recorded media interviews.