Greater Melbourne Area
Almost 20 years’ experience in financial services, specializing in investment risk for asset managers and owners. A proven track record of implementing risk management, monitoring and reporting frameworks across a number of geographic regions and asset classes. Analytically minded with detailed knowledge of risk modeling and key risk metrics for equity, fixed income and multi-asset desks. Well versed in communicating with product and investment managers, risk managers, and senior executives and boards.
Responsible for investment risk oversight for offices in America, Brazil and Argentina covering risk profiling, limit setting, monitoring and reporting of all locally managed accounts across the Fixed Income, Equity and Multi-Asset desks. Head of Portfolio Compliance in New York, leading a team of three responsible for coding, monitoring and reporting of portfolio compliance for all locally managed funds and segregated mandates. Chaired regular risk meetings with senior management, including global asset class heads, to review and challenge risk budgets and exposures. Quarterly reporting to the Mutual Fund Board of Trustees focusing on derivative and liquidity risk. Regular and ad-hoc reports to other senior management including COOs, heads of Investment and Credit risk, Group Head of Risk, and Group Risk Committee.