Samantha Molloy

Junior Dealer at JBWere New Zealand
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Auckland, Auckland, New Zealand, NZ

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Certificate in Advanced Personal Training
    FIT College NZ
    Jan, 2018
    - Sep, 2024

Experience

  • JBWere New Zealand
    • New Zealand
    • Financial Services
    • 1 - 100 Employee
    • Junior Dealer
      • Jul 2021 - Present

      • Best execution management of Fixed Income transactions in the New Zealand market.• Management of client orders through Bloomberg and IRESS Software. • Foreign Exchange facilitation for client-side trades while generating revenue. • Provide Fixed Income recommendations, reviews, and investment strategy to the private wealth management team for new and existing client portfolios. • Preparation of Fixed Income portfolio performance reports. • Point of contact for Private Wealth Management Advisory Team on Marco trends and current market views.

  • The University of Auckland
    • New Zealand
    • Higher Education
    • 700 & Above Employee
    • Undergraduate Student
      • Feb 2018 - Jun 2021

      Studied a Bachelor of Science majoring in Statistics and Psychology. Studied a Bachelor of Science majoring in Statistics and Psychology.

    • Summer Intern
      • Dec 2020 - Mar 2021

      Data and Research Analyst for the JBWere 2021 Cause Report. Responsibilities included: - Data screening and cleansing- Financial analysis and modelling of macro trends in the NZ for purpose sector. - Financial analysis and modelling of individual for purpose sectors.- Written interpretation of all charts and diagrams provided throughout the report. - Exposure to all areas of wealth management services over the course of the internship. 'This report is considered a leading reference resource for Aotearoa New Zealand’s multidimensional charitable and broader for-purpose sector. A link to the report can be found below.

  • St Andrew's College, NZ
    • Student
      • Jan 2015 - Nov 2017

Education

  • The University of Auckland
    Bachelor of Science - BS, Statistics and Psychology
    2018 - 2021
  • FIT College NZ
    Certificate in Advanced Personal Training, Personal Training
    2018 -

Community

You need to have a working account to view this content. Click here to join now