Greater Melbourne Area
What we can’t do alone, we can achieve together. Senior Associate in Corporate and Institutional Banking, operating in the execution layer of the funds team and responsible for the end-to-end delivery of derivative trading capability for superannuation funds and institutional asset-management clients. My role requires broad, practical expertise across the factors that determine whether a client can trade safely and effectively. This includes regulatory considerations such as CPS 226 liquidity and risk expectations, institutional KYC, fund and trust structures, counterparty credit assessment, and the approval and ongoing maintenance of derivative credit limits. A core part of my work is credit writing and approvals. I draft and progress credit papers and credit limit requests through the bank’s approval process, ensuring submissions are clear, defensible and aligned with the bank’s risk appetite. To support this, I work closely with Markets, Risk, Legal, Operations and Compliance to confirm proposals are operationally workable, with appropriate documentation, system set-up and a clear path to day-one tradable outcomes. Direct client engagement is central to how I execute. I speak with clients regularly to clarify requirements, resolve issues and maintain momentum, and I place strong value on proactive, practical communication to minimise friction, delays and rework. Alongside transaction execution, I contribute to the bank’s broader understanding of the superannuation sector. I am the author of the bank’s annual superannuation thematic review, which I have produced for four consecutive years, providing structured analysis of industry trends, risk themes and emerging issues to support internal decision-making. I am also a recognised AI champion within Corporate and Institutional Banking. I have led the controlled rollout of Copilot and LLM tools by developing structured training materials and delivering practical demonstrations and training sessions to more than 300 colleagues, with a focus on improving quality, consistency and efficiency while maintaining strong governance and control standards.
- Execute onboarding and derivative trading set-up for superannuation funds and institutional asset managers, covering institutional KYC, credit approval, operational readiness and go-live coordination. - Draft and progress credit papers and credit limit requests, assessing fund credit risk based on portfolio composition, asset allocation, liquidity, leverage and concentration, and supporting approvals within the bank’s risk appetite. - Coordinate with Markets, Risk, Legal, Operations and Compliance to ensure credit proposals and onboarding outcomes are operationally executable, including documentation readiness, system configuration and ongoing support processes. - Apply regulatory and control expectations, including CPS 226 liquidity and risk considerations, when structuring and maintaining client trading arrangements. - Maintain regular, direct client engagement to clarify requirements, resolve execution issues and progress outcomes, with a strong emphasis on timely and practical communication. - Contribute to the bank’s industry analysis through authorship of the annual superannuation thematic review, providing insight on sector trends, emerging risks and structural developments. - Work closely with transformation and technology teams to support migration to new systems and processes within the funds business, ensuring execution, risk and control requirements are appropriately embedded. - Act as a subject-matter expert on funds execution processes and systems, supporting continuous improvement initiatives and operational resilience. - Lead adoption of Copilot and LLM tools within Corporate and Institutional Banking, developing training materials and delivering practical demonstrations to more than 300 colleagues, focused on improving quality, consistency and efficiency within governance controls.
NAB’s Interest Rate Derivative Operations was rated #1 in Australia in the 2016 Peter Lee survey. My team was primarily responsible for domestic and international cash settlements for interest rate derivative products. I developed a strong understanding of the products and their related processes while working in the NAB team. The complex nature of this role allowed me to collaborate daily with a wide array of teams and develop my analytical skills.
As a customer advisor, I was responsible for providing professional and courteous service to customers at one of NAB’s busiest branches. Integral to my role was the identification and pursuing customer leads that would benefit both the customer and the bank. I also developed many strong and long-lasting relationships within the local community.