Bio
Credentials
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Financeable Investment Banking Desk Ready Certification
Financeable TrainingJun, 2024- Apr, 2026
Experience
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Global Investors Pty Ltd
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Sydney, New South Wales, Australia
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Analyst
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Nov 2020 - Present
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Sydney, New South Wales, Australia
Venture capital Internship primarily focused on fin-tech startup investments. Skills developed include; how to analyse financial models and statements, assess investment viability, lead meetings and discussions directly with founders, and discuss implications of macroeconomic trends in venture capital. Furthermore, pivotal experience in creative problem solving for startups issues spanning from cash flow, marketing and raising capital.
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RAX World
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Sydney, New South Wales, Australia
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Marketing Manager
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Nov 2021 - Aug 2023
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Sydney, New South Wales, Australia
Key team member involved in driving RAXworld's growth marketing strategy and execution.Responsibilities:- Agency management- Copywriting- Branding- Social media strategy (Twitter, Instagram, Discord, Telegram)- Content creation- Market research- Influencer & KOL marketing- Creative Design- Project ManagementAchievements:- Engaged in the curation of social media strategy (target market, key channels, segmentation, positioning, messaging) along with audience-facing marketing elements (copywriting, design, management of KOLs, branding) to drive RAXworld's social media growth to 80,000 combined followers between June 2022 and March 2023.
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Fortress Family Office
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Sydney, New South Wales, Australia
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Analyst & Client Administrator
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Feb 2021 - Nov 2021
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Sydney, New South Wales, Australia
Fortress Family Office provide bespoke investment advice and portfolio management services to families and high net worth individuals. At the firm, we set out to provide unique insights into financial markets and in identifying opportunities that provide value to clients over the medium to long term.Responsibilities:- Oversight and management of client corporate actions- Management of client asset transfers- Creation of client accounts including trust funds, investment accounts, superannuation accounts and more- Research and recommend attractive financial assets to the portfolio manager (equities, bonds, hybrids, ETFs and more)- Generation of quarterly reporting for client portfolio performanceAchievements:- Worked closely with the portfolio manager in researching and curating a company benchmark portfolio that included a mixture of equities, funds and debt and equity instruments.This portfolio would then be recommended to the client with appropriate adjustments based on the client's individual profile and circumstances.
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Education
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2021 - 2024UNSW
Bachelor of Commerce - BCom, Financial Technology -
2023 - 2024Meiji University
School of Global Japanese Studies
Suggested Services
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Industry Focus. “Financial Services”
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