Experience

Mint Asset Management

• New Zealand
• Financial Services
• 1 - 100 Employee

• Analyst and portfolio manager

  • Mar 2018 - Present



ANZ Investments

• Auckland, New Zealand

• Head of Australasian Equity Research

  • Oct 2014 - Mar 2018

  Financial analysis and thematic research on Australian and New Zealand equities together with the training and management of the Australian and New Zealand fund management research teams. Financial analysis and thematic research on Australian and New Zealand equities together with the training and management of the Australian and New Zealand fund management research teams.



AMP Capital

• Australia
• Investment Management
• 500 - 600 Employee

• Senior Analyst

  • Jun 2013 - Oct 2014

  Financial analysis and thematic research on a number of sectors within the New Zealand market including: healthcare, industrials, media, retail and technology companies. Financial analysis and thematic research on a number of sectors within the New Zealand market including: healthcare, industrials, media, retail and technology companies.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Stockbroker - Head of European Aerospace and Defence Research

  • Nov 2009 - Aug 2012

  Financial and thematic analysis of companies within and issues impacting aerospace and defence industry globally. Lead analyst in team and principal marketeer. Financial modelling and analysis of individual companies within the aerospace and defence / industrials sector and industry trends focusing on main macro (defence budgets, GDP, US$ etc) and micro (oil price, new product development etc) drivers as well as stock specific issues (strategy, balance sheet etc). I have received a number of awards for the accuracy of my forecasting.Writing of company specific reports (initiations, IPOs and thought pieces) for large cap, mid cap and small capitalisation companies as well as sector research. Involved in most major transactions in industry over last decade - Lead analyst on numerous IPOs (MTU, QinetiQ, Thielert completed, others pulled) in which JPMC was main book runner. Marketing of product and companies with major institutions throughout UK, Europe and in the US. Strong relationships with buy side institutions. Highly ranked in firm’s surveys – ranked top 10 in II surveys as team of one (Top 5 in UK and US) with strong recognition from major long and hedge funds in internal surveys. Strong relationships with UK corporate clients (Chemring, QinetiQ, Smiths Group and Ultra Electronics); undertook marketing for above as well as BAE Systems, Safran and EADS. Show less

• Stock Broker - Head of European Aerospace and Defence sector research

  • Apr 2005 - Nov 2009

  Head of European Aerospace and Defence research



ABN AMRO Bank N.V.

• Netherlands
• Banking
• 700 & Above Employee

• Stockbroker - Research analyst

  • Oct 1999 - Mar 2005

  Financial and thematic analysis of companies within and issues impacting European listed companies, in a supporting role for Aerospace and Defence and Industrial sectors (including support services). Best achievement was the Extel No1 award in 2001 for Packaging sector, but regularly ranked top 5 as part of Aerospace and Defence team. Sell side analyst covering numerous sectors (paper and packaging, support services, capital goods and aerospace and defence) – again writing reports and marketing research in Europe and the US. Corporate broker to BAE Systems, Rolls-Royce, (Alvis, Kidde, VT Group all subsequently acquired) and Rexam – where we regularly supplied advise on transactions, undertook equity placings and supported in hostile bid situations. Asked on a number of occasions to present to senior management of Rexam. Active part in successful IPO of Snecma. Show less



Benedict School

• Saint Petersburg, Russian Federation

• English teacher

  • 1995 - 1996

  teacher of TEFL English to children and adults teacher of TEFL English to children and adults