Experience

MLC Asset Management
• Australia
• Investment Management
• 100 - 200 Employee
• Product Manager

  • May 2017 - Present


Macquarie Group

• Non-profit Organizations
• 1 - 100 Employee

• Product Manager

  • Apr 2015 - Feb 2017

  Asia focused equity funds with US$3 billion in AUMIn my current role, via in-depth discussions with our analysts, industry experts and my own research, I have been able to identify what makes a company a compelling investment and the risks that need to be monitored. I work closely with the various cross-functional internal teams to deliver solutions and thoughtful content to investors. I have crafted many investor letters to clearly and succinctly communicate the investment thesis of fund holdings and market themes. Show less

• Associate Portfolio Manager | Trader

  • Oct 2011 - Apr 2015

  Multi-strategy equity funds with US$15 billion in AUMAs a Portfolio Manager's Assistant, I had the responsibility of the day-to-day management of portfolios, which involved portfolio and trade modeling, within the context of investment strategy objectives, index events, corporate actions, portfolio hedges, cash flow and risk management.I also assisted in the development of analytical models that decomposed portfolio risk and returns, with the purpose of showing the sustainability of the portfolio’s alpha.As a Dealer, I applied critical thinking to discern information from unwilling counterparties. I gathered, analysed and communicated daily market information, including company specific, sector and macro news, and relevant pre-trade analysis to Portfolio Managers with a goal of formulating best execution trading strategies Show less



Mosaic Risk Management

• Derivatives Trader

  • Jan 2008 - Sep 2011

  Mosaic Risk Management was a derivatives trading business that provided deal flow from structured products, conductedproprietary/volatility trading and managed market risk through option market-making on the Australian Securities Exchange (ASX). I formulated trading strategies for the top 20 stocks listed on the ASX that resulted in $5 million of realised returns on $1.5 million ofcapital (~70% IRR). Required assessing overall macro factors as well as company specific fundamental and technical analysis. Trading strategies employed include value arbitrage, delta/gamma hedging and buying/selling volatility. Show less