Experience

• 

  PMG Funds

  • New Zealand
  • Investment Management
  • 1 - 100 Employee

  • Investor Relationship Manager - Upper North Island

    • Sep 2020 - Present

  • Business Development & Investor Relations

    • Nov 2019 - Aug 2020

• 

  LDC

  • London, United Kingdom

  • Data Migration Analyst

    • Jul 2018 - Apr 2019
    • London, United Kingdom

    LDC is the private equity arm of Lloyds Banking Group, with a focus on investment throughout the UK mid-market. Working alongside the Finance team, I was responsible for the planning and execution of 18 years of investment and fund performance data being transferred from legacy systems into theInvestran software suite. Key aspects of the project included:• Establish project plan and scope, broken down into implementation phases• Identification of LDC bespoke requirements and proposal of solutions to Investran technical team• Data collection, cleansing and mapping to Investran UAT environment using advanced excel tools• Data integrity testing and reconciliations to ensure accurate capture of investment data

• 

  Ares Management Corporation

  • London, United Kingdom

  • Fund Accountant

    • Jun 2017 - May 2018
    • London, United Kingdom

    Ares Management is a global alternative asset management firm headquartered in Los Angeles, with approximately $112 billion of assets under management. As a Fund Accountant in the European Real Estate Equity team, my primary responsibilities were:• Manage quarterly reporting process for two legacy funds and three co-invest entities• Manage IRR projection, FMV and Waterfall financial models• Aggregation of Funds’ Tracking – a roll-up of all Fund IRRs with supportive cashflows• Prepare capital call and distribution notices• Monthly NAV movement assessment and commentary• SEC reporting to Head Office on AUM, Fee Earning AUM and forecast management fees• Cash/treasury management – review of cashbooks prepared by staff in India• Preparation of quarterly and annual financial statements, along with investor capital statements• Quarterly investor questionnaires and calls with key investors to update fund performance• Completion of due diligence questionnaires for potential investors through capital raising process

• 

  Bank of New Zealand

  • Tauranga

  • Senior Associate

    • Mar 2014 - Mar 2017
    • Tauranga

    BNZ Partners is the commercial banking division of the Bank of New Zealand. BNZ Partners offers tailored banking solutions to help fund and grow customer businesses.The primary purpose of the Senior Associate role was as a credit writer - conducting financial analysis of SME businesses, which were looking to grow via debt funding. I would then prepare a business case outlining the strength of the business and it’s ability to repay the proposed new debt based on historical and forecast financial performance.Key responsibilities:• Financial analysis of company financial statements and forecasts: Key metrics – revenue growth, gross margin, opex and capex vs. forecast, interest cover, debt repayment period, liquidity & solvency tests, net cash flow after operations and ROI.• Business case preparation for internal credit authorities: A written report detailing the explanation of the transaction, debt structure in terms pricing and amortization, results of financial modeling and sensitivity analysis to support strength of financial performance, business/industry risks and mitigating factors, benefits for both the customer and the bank in terms of ROI.• Cash flow lending analysis for unsecured debt. Identifying opportunities for customers to free up balance sheet assets from their security profile when stable and consistent cash flows are present.• Portfolio risk management and mitigation. Monitoring changes to the risk profile of customers and their respective industries.• Working capital solutions. Providing suitable products and facilities to assist with the cash management of businesses such as Trade and Debtor Finance.• Identifying new business and referral opportunities.• Customer account management.Industry exposure:I worked with a wide variety of clients across a number of industries including: Agribusiness, Construction, Energy, Financial Services, Legal, Media, Sport, Transport and Technology.

• 

  KPMG New Zealand

  • Auditor

    • Mar 2012 - Feb 2014

    Providing audit and assurance services to firms across New Zealand and abroad.As an auditor with KPMG, both in the Auckland and Tauranga offices, I was involved with a variety of audits (including due diligence and specialised engagements) across a number of industries. As the in-charge on a number of engagements, I had responsibility over small teams of staff members, and was tasked with the delivery of the audit from the perspective of planning, execution and completion. Industry exposure included: - Manufacturing - Automotive/Transport - Financial services - Agribusiness - Government Departments - IT - Retail - Tourism - NPO's / Charities

• 

  Fonterra

  • Machine Operator

    • Nov 2011 - Feb 2012

• 

  KPMG

  • Intern

    • Nov 2010 - Feb 2011