Experience

• 

  Cbus Super Fund

  • Australia
  • Financial Services
  • 700 & Above Employee

  • Senior Middle Office Operations Manager

    • Oct 2022 - Present

  • Middle Office Operations Manager

    • 2015 - Oct 2022

    Responsible for maintaining a robust framework for the operational functions of the Investment Operations area. This includes ensuring the framework is optimised whilst delivering appropriate support to the Investment Management and Investment Strategy functions within the fund. Assisted the Investments team with the coordination of new product launches and process changes.Implemented organisational initiatives which involve the investments area including the introduction of new investment capabilities to support Cbus' internalisation program.

• 

  BlackRock

  • Melbourne, Australia

  • Project Manager and Senior Operational Change Lead

    • 2014 - 2015
    • Melbourne, Australia

    Responsible for facilitating various initiatives that integrate the Australia Shareholder Servicesbusiness into the Global model and completing within agreed timelines. Assist in defining scope and impact of projects, and effectively communicate results to stakeholders and management. Provide regular, thorough, quality status reporting on projects, resourcing and BAU metrics. Plan and co-ordinate training and documentation on new business and system functionality. Assist in ensuring the activities of the business meet the regulators, clients and firms risk & control expectations. Ensure that issues identified are escalated, managed, and resolved within a reasonable timeframe where appropriate. Member of BlackRock Australia Innovation Committee and Business Operations Operational Risk and Leadership teams. Particpated in monthly Change Prioritisation Committee meetings and Steering Committee's for the Echidna and Wombat projects.

• 

  VFMC (Victorian Funds Management Corporation)

  • Australia
  • Investment Management
  • 100 - 200 Employee

  • Middle Office: Investment Administration Manager

    • 2009 - 2013

    Managed the investment administration team within the Middle Office during a period where VFMC were internalising a number of assest classes. Performed an integral role building and maintaining various business functions that support VFMC’s investment activities including leveraging technology to achieve operational excellence across in-house portfolio management. A hands-on leader, motivating the team to deliver exceptional service and building the investment administration function to support the future growth. The priority within the role revolved around working with Business and Technology to drive process improvement that minimised risk and delivered operational efficiency across;* Portfolio management and dealing (positions, trading, compliance and settlement).* Portfolio reporting and reconciliation (cash/securities/futures/fx/swaps etc.)* Custodian interfacing and monitoring including the installation of an automated solution.* Investment data is reconciled daily and delivered in a timely manner.* Investment in new products and instruments

  • Middle Office: Senior Investment Administrator

    • 2008 - 2009

    Supported growth in internal trading, particularly derivatives, structured products, fixed interest & FX. Provided guidance to Investment Administrator(s) within the Middle office team and ensured processes and procedures are in place to ensure the Investment Administrators have the necessary support to perform their roles. Represented the primary link between Portfolio Managers and the Custodian. Supported VFMC’s investment activities including enhancing current processes and procedures.Priorities within the role included;* Developing and maintaining effective working relationships with clients, investment team, counterparties/brokers and our custodian.* Working closely with the investment teams and assisting in various portfolio management activities such as internal trading, portfolio rebalancing, corporate actions etc.* Continually focusing on process improvement and strengthening VFMC's controls and minimising risk.* Assisting in the roll out of systems that streamline manual processes.

• 

  National Australia Bank

  • Melbourne, Australia

  • Debt Market Operations Team Leader

    • 2007 - 2008
    • Melbourne, Australia

    Led the Debt Markets (Futures/Fixed Income/Derivatives) team comprising of 16 FTE, controlled trade processes including the trade capture, documentation and settlement of Debt Market instruments. Introduced and implemented a task matrix that encouraged cross training, increased employee motivation and ensured service levels were maintained above expectations. The task matrix was used as the key tool within nabCapitals "Rotation Program" successfully integrated across operations.

• 

  National Australia Bank

  • Australia
  • Banking
  • 700 & Above Employee

  • Derivatives Senior Supervisor

    • 2004 - 2006

    Controlled processes and procedures and provided guidance to the Vanilla Derivative processing team supporting the sales and dealing desks at NAB Australia and Asia (Hong Kong, Tokyo, Seoul, Singapore) and BNZ. Invited to participate in the Institutional Markets and Services "Talent Program".

  • Derivatives Assistant Supervisor

    • 2003 - 2004

  • Derivatives Senior Advanced Clerk

    • 2003 - 2003

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  Zurich Bank

  • Ireland

  • Settlements Officer

    • 2002 - 2003
    • Ireland

• 

  AMRO Bank

  • London, United Kingdom

  • Derivatives Swap Documentation

    • 2002 - 2002
    • London, United Kingdom

• 

  Bank of America NA

  • London, United Kingdom

  • Derivative Confirmations

    • 2001 - 2002
    • London, United Kingdom

• 

  UBS Warburg

  • Stock Lending Reconciliations

    • 2000 - 2001

  • Brokerage Reconciliations

    • 2000 - 2000

• 

  ANZ Banking Group (NZ) Ltd

  • Trade Finance Officer

    • 1999 - 2000

  • Operations Officer

    • 1999 - 1999

  • Information Officer

    • 1998 - 1999

  • Bank Teller

    • 1998 - 1998

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  Briscoe Group

  • New Zealand

  • Retail: Salesperson

    • 1993 - 1998
    • New Zealand