Experience

Australian Securities Limited

• Australia
• Financial Services
• 1 - 100 Employee

• Head of Investor Relations

  • Sep 2022 - Present

• Investment Manager

  • Jun 2021 - Sep 2022

• Investment Executive

  • Jan 2021 - Jun 2021



CareSuper

• Australia
• Financial Services
• 100 - 200 Employee

• Investment Operations Analyst

  • Oct 2018 - Jan 2021



U Ethical Investors

• Australia
• Financial Services
• 1 - 100 Employee

• Client Services Officer

  • Jun 2018 - Oct 2018



LGT Crestone Wealth Management Limited

• Australia
• Financial Services
• 200 - 300 Employee

• Associate Operations Analyst

  • Nov 2017 - May 2018



Cheyne Capital

• United Kingdom
• Investment Management
• 100 - 200 Employee

• Assistant Business Manager

  • Jul 2014 - Aug 2017

  • Assist with linking desk and Middle Office : ensuring trades are entered and processed correctly • Assist with new private lending deals: including setting up new bank accounts, KYC, allocation of deals, creating board meeting minutes and ensuring that cash is available upon completion of each deal • Assist with linking with Finance: responsible for pricing, PnL, NAV sign-off across the desk • Assist with the pricing process, including analysis of marks pre and post month end, ensuring the correct prices and production of P&L estimates • Produce monthly fact sheet for listed fund which is released to the London Stock Exchange • Take ownership of some of the files, reports for the listed company • Involved with capital raise for publically listed fund, including creating working capital models, investor prospectus and parts of new prospectus • Monitor desk FX exposure, including analysis of cash balances and cash forecasts, ensuring adequate cash held in required currencies and FX hedging • Answer ad-hoc queries received from internal and external parties



Franklin Templeton

• United States
• Financial Services
• 700 & Above Employee

• Senior Client Dealer Services Representative

  • Aug 2013 - Jul 2014

  • Handling of complaints and taking ownership of complex cases until completion• Providing of training to new members of team• Providing cover and training for our Dubai team as required• Taking ownership of large institutional trades that are to be placed• Sitting in on Sales meeting for updates on potential new business• Reviewing Service Level Agreements for new clients• First point of contact for sales team on escalated queries• Checking daily large trades to check whether dilution levy needs to be applied• Providing daily, weekly and monthly stats to Senior Management• Ensuring all procedures are up-to-date and correct• Quality checking of correspondence from other members of the team

• Client Dealer Services Representative

  • Aug 2011 - Jul 2013

  • Managing a range of investor queries and determining resolutions with an efficient, high quality service either by phone, email or letter• Booking OEIC and SICAV trades on the system on behalf of dealers• Resolving transaction instructions that are not in good order• Contacting clients to chase outstanding payments• Producing weekly and monthly reports for both internal and external clients• Completing of new IFA onboarding – liaising with new agents to ensure correct documentation is received and to ensure the correct terms are set up• Completed a review of our month end procedures and located a number of duplicated tasks which were previously being completed• Involved with Rensburg merger and issues resulting from merger



Fidelity International

• United Kingdom
• Financial Services
• 700 & Above Employee

• Investment Associate

  • Dec 2009 - Aug 2011

  Working as an assistant within the Investment team. Dealing with a range of customer investment queries on a daily basis regarding mutual funds, ISAs and SIPPs Sending out Portfolio Statements Data Input Dealing with client instructions - placing deals for OEICs, ISAs, etc Writing letters, investigating issues for clients and general administration. Working as an assistant within the Investment team. Dealing with a range of customer investment queries on a daily basis regarding mutual funds, ISAs and SIPPs Sending out Portfolio Statements Data Input Dealing with client instructions - placing deals for OEICs, ISAs, etc Writing letters, investigating issues for clients and general administration.