Greater Sydney Area
Finance and investment professional with extensive experience across investment research, manager due diligence, institutional markets, prudential regulation and commercial investment activity. I work in investment manager research, assessing managed funds, ETFs and managed accounts across equities, fixed income, real assets, alternatives and multi‑asset strategies. I bring a rigorous blend of qualitative and quantitative analysis, with strong capability in manager due diligence, portfolio assessment, governance and risk review, and professional‑grade research writing. Most recently a Senior Investment Analyst in Manager Research at SQM Research, with lead responsibility for ratings and research on more than 100 managed funds and managed accounts. Engaging regularly with portfolio managers, CIOs and executive teams throughout the due diligence and ratings process, and contributing market and industry commentary to monthly publications. My background spans senior investment research roles, front‑office institutional markets experience at Barclays Capital, banking supervision with the Reserve Bank of Australia / APRA, and long‑standing university teaching in finance disciplines. I have also founded and managed a privately funded residential property development business, deploying personal capital across multiple Sydney projects, which has strengthened my commercial perspective on capital allocation, execution and risk management. Key interests: investment research and manager selection, asset allocation and portfolio construction, governance and risk, financial markets and macroeconomic trends. I invite you to connect.
• Lead analyst responsible for ratings and research on 100+ managed funds and managed accounts across equities, fixed income, real assets, multi asset and alternative strategies. • Conducted qualitative and quantitative analysis of investment managers covering investment process, portfolio construction, governance, performance and risk. • Engaged directly with portfolio managers, CIOs and executive teams throughout the due diligence and ratings process. • Prepared adviser facing research reports and contributed market and industry commentary to monthly publication.
• Established and managed a privately funded residential property development business deploying personal capital across Sydney inner west projects. • Completed nine residential developments including detached homes, semi detached dwellings and boutique apartment projects. • Conducted acquisition analysis, feasibility modelling, financing assessments and market research. • Managed lenders, consultants, contractors and council stakeholders across the full project lifecycle. • Developed strong capability in capital allocation, negotiation, execution and risk management.
• Provided research support across regulatory, legislative and policy issues impacting financial services. • Monitored developments affecting superannuation funds, asset managers and financial institutions. • Produced briefing notes, analytical commentary and reports for stakeholder engagement.
• Delivered tutorials across Applied Corporate Finance, Venture Capital, Business Finance and Behavioural Finance. • Appointed Tutor in Charge for multiple subjects with responsibility for coordination and teaching quality. • Designed teaching materials, presentations and assessments and communicated complex financial concepts to diverse audiences. • Also engaged by Central Queensland University (Sydney campus)
• Conducted manager research and due diligence across Australian and global equities, multi asset strategies and commodities. • Produced investment reports, fund ratings and asset class recommendations. • Held primary responsibility for research coverage of the Blueprint International Equities Fund.