Experience

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  EverBlu Capital

  • Sydney, New South Wales, Australia

  • Senior Corporate Analyst

    • Jul 2023 - Nov 2023
    • Sydney, New South Wales, Australia

    ● Preparing weekly round-ups for clients, including desk notes.● Scanning market sources (Iress, publications, other) for potential deal flow opportunities.● Analysing financial statements of ASX listed companies.● Creating Term Sheets, including proposal and pitch documents.● Creating and managing transactions in Complii.● Analysing existing convertible notes and similar funding facilities in place, and monitoring for debt deal flow opportunities.● Setting up alerts and watchlists in Iress for major announcements and other market movements.● Providing ongoing customer service to existing clients as required.

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  Shaw and Partners

  • Sydney, New South Wales, Australia

  • Bookings and settlements officer

    • Oct 2021 - Jul 2023
    • Sydney, New South Wales, Australia

    ● Booking and allocation of Equity Capital Market / ECM Corporate transactions.● Working with ECM transaction lead on mandate details and deal execution.● Booking bucket / bulk trade allocations for institutional desks and retail clients.● Monitoring of control reports, such as price variance and unbooked holdings.● Management of static client data relating to STP (straight through process) bookings and allocations.

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  OpenMarkets Group

  • Australia

  • Corporate Action Specialist

    • Mar 2021 - Sep 2021
    • Australia

    ● Key contact for ECM / Equity Capital Market offers, liaising with Corporate Advisors and relevant Company Executives. ● Setting up and liaising with ASX and company registry representatives for inclusion, allocation and settlement of the ECM transaction.● Processing all Domestic corporate action events including reconciliation of positions.● Part of the working group for a key settlement and onboarding system migration from a testing, training and key stake holder sign off.● Creation of procedure documentations for, Corporate actions, Equity Settlements and Sponsorship related task’s.● Training of the current domestic settlement team in the new software systems.

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  CMC Markets

  • Sydney, Australia

  • scrip settlements administrator

    • Feb 2019 - Mar 2021
    • Sydney, Australia

    ● Staff cross training across domestic and international tasks● Liaising with our client service team on any issues or knowledge gaps.● Initial escalation point and point of ongoing training for new staff, senior staff and internal departments. ● Processing and reconciling all Domestic and International Corporate action events across the firm.● Processing international settlements and liaising with counterparties on settlement and booking issues, with a focus on fail mitigation and buy in risk management.● Processing all types of holdings transfers for Domestic and international shares.● Position Reconciliation's and remediation for both International custodial holdings and Domestic Holdings.

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  The Citco Group of Companies

  • Sydney, Australia

  • Fund Analyst

    • Jun 2018 - Dec 2018
    • Sydney, Australia

    ● NAV Calculations for a book of funds on daily and monthly basis in line with SLA's at both master feeder fund level and fund level for Australian mutual funds and offshore funds (both leveraged and unleveraged).● General Accounting functions for funds.● Payment of invoices for fund level expenses (ie, Management performance fees, as well other service provider fee's).● Booking of trades from fund managers into accounting systems for a range of vanilla and exotic asset classes including equities and derivatives.● Liaising with brokers and custodians for trade breaks and Corporate actions, as well as FX breaks.● Calculating performance fee's and management fee's for different share classes and special purpose vehicles within the fund.

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  Macquarie Group

  • Australia
  • Financial Services
  • 700 & Above Employee

  • wrap advisor consultant

    • Feb 2017 - Jun 2018

    ● Client service for Cash Management Account related queries overflow.● Client service for Home loan related queries overflow.● Client service to advisers and clients for Wrap platform related tasks and queries. ● Subject matter expert / SME for Corporate action related training and escalations.

  • Client Service Advisor

    • Nov 2016 - Feb 2017

    ● Client service for Cash Management Account related queries.● Client service for Home loan related queries.

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  Hawthorn Cricket Centre

  • Hawthorn east

  • Coaching Assistant / Personal Instructor / Customer Service / Administration at Hawthorn Cricket

    • Jan 2005 - Oct 2016
    • Hawthorn east