Experience

Uniting Financial Services
• Australia
• Financial Services
• 1 - 100 Employee
• Senior Quantitative Analyst

  • Nov 2022 - Present

Chartered Management Institute
• United Kingdom
• Professional Training and Coaching
• 300 - 400 Employee
• Analyst

  • Jul 2021 - May 2022


Efficiently.AI

• United Arab Emirates
• Industrial Machinery Manufacturing
• 1 - 100 Employee

• Co-Founder

  • Jan 2021 - Jul 2021

  ● Utilised entrepreneurial skills to develop a brand new business creating new software that significantly improved efficiency, quality and transparency of intra-team communication ● Developed high-quality business strategies ensuring their alignment with short-term and long-term objectives ● Oversaw all operations and business activities to ensure they produced the desired results and were consistent with the overall strategy and mission ● Employed strong communication skills to establish relationships with key stakeholders, such as potential investors and partners Show less

• Investment Analyst

  • Apr 2020 - Jan 2021

  ● Served as trusted advisor to the Chief Investment Officer by implementing processes to drive resource allocation for a £1B portfolio, based on the national and international market growth environment ● Undertook expert and complex analysis to gain insights into markets trends, utilised findings to maximise the ROI of £200M portfolio while remaining within the risk appetite ● Expected Credit loss model for £320M commercial lending portfolio in November 2020 – created a market-linked, data-driven comprehensive model from scratch resulting in a more precise provision while reducing costs by 42% ● Provided expert assistance to support the coordination and alignment of £800M investment portfolio to the United Nation's Sustainable Development goals through cross-functional collaboration. This delivered an 8% uplift in portfolio returns ● Crafted a tailored portfolio performance analytics toolkit, such as key metrics and 50+ dashboards, for governing bodies to drive scalable analysis of business growth drivers and trends while reducing consulting expenses by £250k annually Show less



Digital Density

• North Macedonia
• Advertising Services

• Co-Founder

  • Nov 2019 - Apr 2020

  ● Independently managed a diverse portfolio of clients, utilised expertise and forward-thinking approach to support with financial planning, identified key risks and potential opportunities to expand relationship ● Held regular meetings with clients to put forward financial performance of the overall portfolio, agree on next steps of account evolution ● Conducted deep dive exercise into strategically important plans to forecasting performance ● Independently managed a diverse portfolio of clients, utilised expertise and forward-thinking approach to support with financial planning, identified key risks and potential opportunities to expand relationship ● Held regular meetings with clients to put forward financial performance of the overall portfolio, agree on next steps of account evolution ● Conducted deep dive exercise into strategically important plans to forecasting performance

• Investment Analyst

  • Aug 2018 - Nov 2019

  ● Applied commercial thinking by monitoring market trends with the aim of optimising portfolio performance● Utilised technical skills to design and develop customised portfolio performance reporting, such as business metrics and BI dashboards, for a variety of governing bodies ● Provided expert support to the Chief Investment Officer, with the of driving capital allocation in response to the global market environment● Delivered a significant uplift in revenue by creating a strategic plan to Increase investment return while realigning the business to the expected capital requirements, which delivered a best-in-class sustainable A$50M debt program in Australia enhancing company profits by 10%● Delivered additional revenue by increasing the investment return and complied to strict capital and ethical requirements, which was recognized as being the first of its kind sustainable A$100M debt program in Australia enhancing company revenue by 10%● Facilitated the coordination and alignment of A$1.6B investment portfolio to the United Nation's Sustainable Development goals through providing strategic and operational insights based on financial data boosting portfolio returns by 8%● Created and presented to the investment committee a complex data model used to compare fund performance measures and forecasting potential returns for a A$150M investment ● Managed numerous projects; monitored all project deliverables including timing, scope, and budgets to mitigate any risks. Projects included:● A$130M credit line establishment through one of the major Australian banks in July 2019 – conceptualised and delivered the mid-term re-investment strategy via designing a predictive financial model resulting in value creation of A$500k● A$400M Ethical Diversified Fund launch in Feb 2017 – designed the fund reporting pack aimed at attracting the required seed investment which increased the company's net income by A$5M Show less

• Financial Analyst

  • Aug 2015 - Aug 2018

  ● Led the development and delivery of investment strategy by collating, analysing and interpreting data ● Monitored and manage risk exposures and quantifying impacts of proposed management actions● Developed bespoke analysis and presentations across the market and strategic developments ● Supported with decision making by managing all monthly reporting tasks; prepared accurate management information packs and provided insightful commentary


Responsible Investment Association Australasia
• Australia
• Non-profit Organizations
• 1 - 100 Employee
• Corporate Engagement Working Group

  • Jul 2018 - Nov 2019
• Financial Analyst

  • Sep 2014 - Aug 2015