Experience

Vanguard | UK & Europe

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Product Review Department (PRD) - Equity Specialist

  • Sep 2023 - Present

  London, England, United Kingdom This rotation sits within the Equity Specialists team (which covers passive and active mutual funds and ETFs) in PRD and includes some project and collaboration work in the other two units, research and enablement. Working closely with a Senior Equity Specialist, and collaboratively with the broader PRD team, the responsibilities include: • Production of Vanguard Fund and ETF competitive analysis and support of Fund Health reviews. • Preparing presentations for internal and… Show more This rotation sits within the Equity Specialists team (which covers passive and active mutual funds and ETFs) in PRD and includes some project and collaboration work in the other two units, research and enablement. Working closely with a Senior Equity Specialist, and collaboratively with the broader PRD team, the responsibilities include: • Production of Vanguard Fund and ETF competitive analysis and support of Fund Health reviews. • Preparing presentations for internal and external client meetings, webinars, and ad hoc client collateral. • Supporting the development and production of thought leadership pieces (e.g., response to market events, index rebalances, competitor landscape summaries). • Shadowing and then taking responsibility for responding to client product queries as part of managing the PRD database. • Supporting and contributing to existing or new in-flight projects, including equity index and ETF focused projects run out of our research function. Through this rotation I am learning to build product, ESG and investment knowledge, enhance my analytical skills and insights into product management capabilities, learn to use third party fintech platforms (i.e., Bloomberg terminal, Factset, Morningstar) for analysis and develop key relationships across the organisation.

• Emerging Leader Rotational Program, Senior Associate

  • Feb 2023 - Present

  London, England, United Kingdom The Emerging Leader Development Program (ELDP) is a rotational program designed to attract and develop future leaders of Vanguard. It seeks to attract diverse talent, offer compelling and rigorous development, accelerate crew into broad leadership roles in an increasingly complex environment, and most importantly, produce talent that meets the evolving needs of the business. The program will focus on general people and business leadership skills.

• The Office of General Counsel (OGC) - Corporate Secretarial Projects

  • Mar 2023 - Aug 2023

  London, England, United Kingdom This rotation under the Emerging Leadership Development Programme (ELDP) was in the Corporate Secretarial function within the Legal team of the OGC. The Corporate Secretarial function supports the boards (and selected committees) of Vanguard’s entities in the UK and Ireland in complying with their statutory and regulatory obligations, and provides governance advice based on applicable regulatory and statutory requirements and best practice guidance. Board and committee activity is continuous… Show more This rotation under the Emerging Leadership Development Programme (ELDP) was in the Corporate Secretarial function within the Legal team of the OGC. The Corporate Secretarial function supports the boards (and selected committees) of Vanguard’s entities in the UK and Ireland in complying with their statutory and regulatory obligations, and provides governance advice based on applicable regulatory and statutory requirements and best practice guidance. Board and committee activity is continuous and high profile, both in terms of senior crew involvement and active regulator scrutiny. In this role I helped with: • Creating a “Sourcebook” for the UK Boards, in the model of the Group Board Sourcebook, to provide an overview of Board duties under applicable laws and regulations. • Enhancing the Governance pages on Sharepoint to add new content, update existing content and improve layout. • Mapping out (and helping implement) the governance of the UK entities following the changes in UK Boards’, and associated committees’, composition which will come into effect in 2023. • Assisting in the design and implementation of a revised operating model for all European boards. This rotation provided valuable exposure to the workings of our European governance structures at the highest level and played a key role in introducing efficiencies in how these structures are advised and supported.

• Client Case Representative Associate

  • Oct 2021 - Jan 2023

  London, England, United Kingdom A client facing role where I was predominantly responsible for managing and resolving client requests, providing accurate and clear solutions for clients and communicating this clearly whilst managing client expectations. All while providing a high level of service to Vanguard clients. I also led and contributed on projects focusing on improving customer experience and processes, increasing the security of the Vanguard platform and supporting my team to ensure deliverables were achieved.



Taupo nui-a-Tia College

• 1 - 100 Employee

• Teacher of Mathematics

  • Jan 2020 - May 2021

  Taupo, Waikato, New Zealand



DPA Limited

• United Kingdom
• Real Estate

• Executive Assistant

  • Sep 2018 - Jan 2020

  Taupo, Waikato, New Zealand



Saint Kentigern

• New Zealand
• Education Administration Programs
• 100 - 200 Employee

• Teacher of Geography & Social Studies

  • Dec 2016 - May 2018

  Auckland, New Zealand



St Cuthbert's College

• New Zealand
• Primary and Secondary Education
• 1 - 100 Employee

• Teacher of Geography, Economics & Social Studies

  • Nov 2015 - Dec 2016

  Auckland, New Zealand



The Co-operative Bank

• New Zealand
• Banking
• 200 - 300 Employee

• Consultant

  • Nov 2013 - Nov 2015

  Taupo, Waikato, New Zealand



Simplicity Life Insurance

• Administration Manager

  • Feb 2013 - Nov 2013

  Hamilton