Head of Responsible Investment

• Dec 2022 - Present

Sustainable Investment Analyst

• May 2019 - Dec 2022

Wholesale Associate

• May 2018 - May 2019

Wealth Management Business Support

• Aug 2017 - May 2018

Tax Associate

• Nov 2013 - Sep 2015

Legal Team Member and Administrator • Contributed legal research, problem solving and strategy, and legal expertise to client cases. Work of note: tax due diligence matter resulting in NZD$952m sale of gas transmission and distribution assets to Australian investor; legal dispute with NZ Government Revenue Department requiring collation of 10 years of financials, emails, meeting minutes & sales and purchases for both company and individual, ultimately resulting in personal savings of NZD$1.3m tax effected for client. • Conducted in-depth legal research and analysis on client cases, including the relevant tax laws on each client’s situation and case law supporting or opposing the position, for an average of 10 cases and 20 research hours per week. • As the only junior team member, worked on the majority of clients alongside the team, carried out majority of team administration, and re-established and ran weekly team meetings including system set up to monitor work flows of team members placed around the country. Corporate Tax Team Member • Built and maintained B2B client relationships for annual tax services. Handled face-to-face and phone interactions with clients, providing timely responses to queries, and delivering PwC accounting and tax preparation solutions. Retained working portfolio of 20 clients constantly, facilitated and earned new consulting work from portfolio of c. NZD$5-20k (average one a year per client), commended on interpersonal skills and ability to connect with clients from range of backgrounds. • Delivered work to PwC’s extremely high corporate standards of accuracy and attention to detail. Logical, analytical, step-by-step approach required for problem solving, and constant consults/updates with both senior staff and other teams within PwC. Extensive work in Excel, Word, and PowerPoint. Show less