Experience

JBWere New Zealand

• New Zealand
• Financial Services
• 1 - 100 Employee

• Investment Services Analyst

  • Jan 2023 - Present

  Responsibilities:Manage the asset database including setup and maintenance of Equity, Fixed Income, Private Equity, Managed Fund securities to enable portfolio trading and reporting of accurate tax classification.Monitor asset pricing and resolve any pricing issues to ensure accuracy of performance valuation reporting.Complete holdings & valuation reconciliation tasks which includes routinely communicating with third party providers.Manage client reporting, including generation, reviewing, and reconciliation of monthly reports.Ensure any unusual returns, transactions, valuations are investigated and tasks meet compliance and NZX regulations. Show less

• Client Services Representative

  • Oct 2021 - Dec 2022

  Asset Data & Reporting Analyst



ANZ

• Australia
• Banking
• 700 & Above Employee

• Wealth Client Service Representative

  • Dec 2017 - Aug 2021

  Responsibilities: Assist customers with queries regarding their KiwiSaver and/or Managed Fund investments. High quality customer service. Clear communication skills. Sound decision making and a demonstrated history in both conflict resolution and problem solving. During my time in this role I was a Subject Matter Expert (SME) to new staff and assisting them in answering customer queries and navigating internal systems. Responsibilities: Assist customers with queries regarding their KiwiSaver and/or Managed Fund investments. High quality customer service. Clear communication skills. Sound decision making and a demonstrated history in both conflict resolution and problem solving. During my time in this role I was a Subject Matter Expert (SME) to new staff and assisting them in answering customer queries and navigating internal systems.



National Research Bureau (NRB)

• New Zealand
• Research Services
• 1 - 100 Employee

• Interviewer

  • Apr 2017 - Sep 2017



The University of Auckland

• New Zealand
• Higher Education
• 700 & Above Employee

• Peer Mentor

  • Feb 2012 - Dec 2016

• Maori Ambassador

  • Feb 2011 - Dec 2016

• MANAfika Secretary

  • Feb 2012 - Feb 2013

  Maori and Pacific Business Students Association



Auckland Transport

• New Zealand
• Government Administration
• 700 & Above Employee

• AT Ambassador

  • Mar 2011 - Mar 2012