Experience

Mint Asset Management
• New Zealand
• Financial Services
• 1 - 100 Employee
• Senior Investment Analyst

  • Aug 2023 - Present

Macquarie Group
• Non-profit Organizations
• 1 - 100 Employee
• Senior Research Analyst

  • Jun 2018 - Aug 2023


ACURITY HEALTH GROUP LIMITED

• Business Analyst

  • May 2016 - Jun 2018

  M&A, Commercial finance, Board observer, Financial modelling, Big data/Business intelligence, IT project management, Process improvement, Business operations. M&A, Commercial finance, Board observer, Financial modelling, Big data/Business intelligence, IT project management, Process improvement, Business operations.



Jarden

• New Zealand
• Financial Services
• 400 - 500 Employee

• Assistant Analyst, Equity Research

  • May 2013 - Jul 2015

  - Pre-IPO research (including industry analysis, financial modelling, qualitative analysis and report writing) and marketing (including presentations to wealth management advisors and funds management teams) on Scales (SCL), EROAD (ERD) and the Orion Health (OHE) IPO’s as well as exposure to a number of other proposed listings on the NZ stock exchange.- Secondary coverage of sectors including agriculture, healthcare and technology, including published research on EBOS Group (EBO), EROAD (ERD), Synlait (SML), a2 Milk (ATM), Scales (SCL) and Hellaby (HBY).- Varied quantitative analysis projects for clients including NZ domestic and international financial institutions.- Involvement in construction of “Model Portfolio”, including allocations across industry sectors in the context of a model NZ market equity portfolio while incorporating our in-house global macro outlook.- Extensive use of MS Office product suite, Bloomberg Professional, IRESS, Reuters Eikon and Datastream.- Monitoring of in-house proprietary database and CS database (RAVE). Show less

• Scrip Settlement Officer

  • Feb 2011 - May 2013

  - NZ and global equity and fixed income settlements focused role in a combined back/middle-office function.-Liaised with institutional trading desk and wealth management team to ensure trade smooth settlement.- Monitored and tailored NZX collateral requirements for clearing, settlement and stock lending.- Strong focus on process improvement, working alongside senior operations management team on process refinement across multiple roles within the greater scrip settlement team. Show less