Investment Specialist

• Jul 2022 - Present

Investment Specialist

• Apr 2021 - Jul 2022

Research Relationships Manager

• Jul 2019 - Apr 2021

Analyst

• Jun 2018 - Jul 2019

Associate - Institutional

• Sep 2017 - Jun 2018

International transfer from London, U.K. to Sydney, Australia.

Associate - Institutional

• Jun 2016 - Aug 2017

Client Service Associate

• Nov 2015 - Jun 2016

• Exceeding consumers’ expectations in relation to service. Success defined through the receipt of gifts and thank you cards from grateful customers. • Successfully up selling and cross-selling clients into further investment products, which lead to an increase in firm AUM. • Leading the team as a senior member and guiding colleagues through deal execution as well as assisting in more difficult and complex client issues. • Providing leadership, training and guidance through call calibration sessions, which were then used to provide feedback and recommendations to management. Show less

Investment Analyst

• Mar 2015 - Nov 2015

• Creating the firm’s first due diligence process for M&A transactions. • Involved in all stages of the deal process, from origination to execution and performance analysis. • Communicating to the French-based board of directors the nuances of the Australian market in which the acquisition target operated in. • Creating the firm’s first due diligence process for M&A transactions. • Involved in all stages of the deal process, from origination to execution and performance analysis. • Communicating to the French-based board of directors the nuances of the Australian market in which the acquisition target operated in.

Accounting Cadetship

• Jan 2011 - Apr 2011

I was awarded a cadetship with the accounting firm Camphin Boston, commencing in my first year out of high school. This position was achieved through a competitive process for a limited 4 positions. I was awarded a cadetship with the accounting firm Camphin Boston, commencing in my first year out of high school. This position was achieved through a competitive process for a limited 4 positions.