Greater Melbourne Area
Passionate about the finance industry, with strong financial knowledge, coding expertise, and excellent communication skills. Open-minded and eager to embrace new ideas, technologies, and challenges.
· Supported preparation and ongoing improvement of investment reports for a portfolio of ETFs, ensuring accuracy, consistency and timely delivery of daily and weekly BAU reporting outputs. · Collaborated with cross-functional stakeholders to understand reporting requirements, delivering clear investment data analysis and ad hoc analytical support across portfolio and fund data. · Assisted in documenting and standardising existing BAU reporting processes, improving repeatability and team coverage; contributed to identifying data quality issues and reporting workflow inefficiencies.
· Engineered scalable data pipelines to process large-volume financial datasets, streamlining complex ETL workflows and ensuring robust data integrity for downstream reporting. · Developed a dynamic, data-driven investment tool integrating cash-flow modelling, rental forecasts, and scenario analysis, significantly enhancing targeting accuracy and empowering strategic decisions. · Integrated machine learning algorithms into forecasting workflows to identify market anomalies and hidden historical trends, further refining the predictive accuracy of investment models. · Leveraged Generative AI and Large Language Models (LLMs) to automate the extraction and summarization of key metrics from unstructured financial documents, reducing manual research time by 30%.
· Authored comprehensive daily market reports covering major currency pairs and key commodities, delivering actionable insights to support high-stakes trading decisions and client engagement. · Contributed to the optimization of internal risk management frameworks, strategically proposing automated workflows and AI-integrated methodologies to enhance risk detection efficiency. · Analyzed complex regulatory frameworks and industry standards, ensuring all risk protocols and daily operations strictly complied with diverse financial licensing requirements (e.g., ASIC).
Successfully listed 20 properties and leased 40 properties at Fortune Connex Pty Ltd, showcasing strong communication skills and business generation abilities.