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Paul Davey

Mortgage Broker at Lendi Group
Intro Book
Seasoned finance expert with extensive experience in fixed income, portfolio management, and derivatives.
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Location
Maroochydore, Queensland, Australia, AU
Skills
  • Fixed Income
  • Portfolio Management
  • Derivatives
  • Capital Markets
  • Risk Management
  • Show all
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Bio

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Paul Davey is a seasoned finance professional with extensive experience in fixed income, portfolio management, and derivatives. He has held various roles in investment management, including Senior Portfolio Manager, Investment Manager, and Mortgage Broker. Paul holds a Bachelor of Commerce degree from the University of Otago.

Experience

  • Lendi Group
    • Queensland, Australia
    • Mortgage Broker
      • Jan 2023 - Present
      • Queensland, Australia

  • Squirrel Financial Services
    • Waikato, New Zealand
    • Financial Adviser and Business Development Manager
      • Aug 2015 - Dec 2022
      • Waikato, New Zealand

      Expert lending and property advice. Funding structures. Investment property consulting. Construction finance. Rental portfolio structuring.

  • Tuaropaki Trust
    • New Zealand
    • Senior Business and Financial Analyst
      • Apr 2012 - Aug 2015
      • New Zealand

      Business Investigations, Treasury Management, TechnologyOne System Administrator

  • New Zealand Funds Management Ltd, Auckland
    • Senior Portfolio Manager, Income Funds
      • Jun 2005 - Dec 2007

      Responsible for superior return and capital stability of fixed income assets.Overall responsibility for investment analysis, transaction management and hedging.Managerial responsibility for credit analysis team.Regular interaction with the advisory network on matters of performance, strategy and economic opinion.Chair of NZ Funds' Credit Committee. Member of Senior Business Development Team.

  • Lombard Odier Darier Hentsch
    • Senior Portfolio Manager
      • Sep 2003 - Jun 2005

      Responsible for value enhancing management of pension fund assets.Analyse and trade European Debt Capital Markets.Investor relations management, including economic analysis and opinion. Construction of external mandate pitches and business development.

  • Edinburgh Fund Managers plc
    • Investment Manager
      • May 2000 - Sep 2003

      Responsible for the management, analysis and trading of European interest rate and credit markets. Awarded number one Corporate Bond Fund, 2003 Lipper - All Stars awards.Actively involved with client relationship management, reporting and insight.

  • Financial Security Assurance UK Ltd
    • London, United Kingdom
    • Assistant Vice President
      • Jun 1999 - May 2000
      • London, United Kingdom

      Responsible for management of FSA's Medium Term Note funding programme.

  • Westpac Banking Corporation
    • Senior Treasury Analyst
      • Jan 1997 - Apr 1999

      Developed and maintained liquidity policies and practices.Regular ALCO reporting and participation.Assisted with management of Funding Programmes, including the establishment of offshore funding vehicles.

  • Solid Energy, NZ
    • Risk Manager
      • May 1996 - Jan 1997

  • SBC Warburg, London
    • Rates Analyst
      • May 1995 - Oct 1995

  • Tokai Capital Markets, London
    • Treasury Analyst
      • Nov 1994 - May 1995

  • BZW, London
    • Money Market Analyst
      • Apr 1994 - Nov 1994

  • West Merchant Bank, London
    • Capital Markets Analyst
      • Dec 1993 - Apr 1994

      *Contract positions whilst on working holiday in the United Kingdom.Analysed trading activities (broad range of cash and derivative products and markets).

  • Deloitte, Papua New Guinea
    • Consultant
      • Oct 1992 - Apr 1993

  • Deloitte, NZ
    • Graduate Programme - Audit
      • Feb 1990 - Oct 1992

      Developed audit plans and methodologies for a varied client base.Completed statutory and service audits.Performed business system effectiveness / efficiency reviews.

Education

  • 1987 - 1990
    University of Otago
    Bachelor of Commerce (B.Com.), Finance and Economics
  • Otago Boys High School

Suggested Services

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Industry Focus. “Financial Services”

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