Lead Portfolio Manager, Equities

• Sep 2021 - Present

I manage a small team of analysts in Oracle's investment team, directing the research of Oracle's equities portfolios comprising over $350 million in funds under management. Oracle manages 5 equities portfolios, including:- Australian Equities Portfolio- Emerging Companies Portfolio- Global Equities Portfolio- Property Securities Portfolio- Ethical Balanced PortfolioCombining fundamental company research and an internally developed macroeconomic framework I oversee the construction of these portfolios and work with our analysts to make recommendations to the investment committee.

Australian Equities Portfolio Manager

• Jul 2019 - Aug 2021

Responsible for managing Oracle's large cap Australian equity managed portfolio and Ethical Balanced Portfolio with over $100 million invested. Using fundamental company research with a tilt towards quality growth companies and a focus on valuation I constructed and managed a portfolio from the ASX200 universe.

Equity Research Analyst

• Jun 2015 - Jun 2019

Responsible for company research on ASX-listed companies focusing on industrials, information technology, healthcare, and retail. Supported decision making of senior analysts and portfolio managers with written research reports, financial modelling and valuation.Member of the investment committees for Australian Equities, Emerging Companies and Global Equities Portfolios.

Support Consultant

• Apr 2013 - May 2015

BusinessCraft is an accounting and ERP software package that targets the engineering and home building industries in Australia. This role required a robust understanding in accounting, and its application within software. This was the launchpad for my renewed fascination with numbers, data, and technology that continues to develop in my current role as an equity analyst. The role involved: • Responding in a timely manner to client queries to assist with product questions • Providing tailored advice to finance and accounts teams on how to use the software most efficiently • Providing implementations for new clients to transition large datasets from prior software to that of BusinessCraft. • Assist clients with annual payroll roll over at end of financial year.

Disability Support Worker - Integrated Services Program

• May 2012 - Apr 2013

• Utilisation of leadership skills and initiative to guide and assist clients with a mental disability to undertake daily tasks. • Follow direction, protocol and policy to provide a therapeutic environment for service users. • Utilisation of leadership skills and initiative to guide and assist clients with a mental disability to undertake daily tasks. • Follow direction, protocol and policy to provide a therapeutic environment for service users.

Youth Worker

• Mar 2011 - May 2012

Accountant

• Nov 2006 - Jul 2009

Tasks included • Efficiently completing personal and company income tax returns • Accurately compiling Company/Trust/Superannuation Fund financial statements • Liaising with clients through email, telephone and face-to-face meetings • Conducting on site company audits • General accounting work for small businesses and trusts • Completing and lodging Business Activity Statements • Researching, preparing and presenting topics for monthly staff training meetings Tasks included • Efficiently completing personal and company income tax returns • Accurately compiling Company/Trust/Superannuation Fund financial statements • Liaising with clients through email, telephone and face-to-face meetings • Conducting on site company audits • General accounting work for small businesses and trusts • Completing and lodging Business Activity Statements • Researching, preparing and presenting topics for monthly staff training meetings