Greater Sydney Area
I currently working in the BlackRock Client Business team supporting our large whole portfolio solutions clients in Australia & New Zealand I have completed my Masters in Commerce and was awarded my CFA designation in 2018.
Head of Strategic Clients Australasia
Employed within the investment management (BT Investment Team) arm of BT to manage stakeholder relationship and SME of the Investment team’s capability. Specifically, my role is to manage the external research house, consulting & strategic partner relationships. In addition to oversight of all investment strategy & product content for the various distribution teams for the BT multi-manager product suite. Asset class coverage across listed & private markets.
Employed within the Wealth Management Division of Commonwealth Bank to service the bank aligned licensees; Commonwealth Financial Planning, Count and Financial Wisdom in managed fund research, asset allocation consultation and portfolio management. Sectors covered: Equities, Rates, Infrastructure, Property & Liquid Alternatives.
Employed within the buy side Investment team of CommSec Wholesale to assist financial advisers in listed investment (Australian Equities, ETP’s & LIC’s) consultation and portfolio management. The team covered the ASX200 but specifically focusing on the larger and mega cap end of the market.
Employed within the Account Management team of CommSec (wholesale), to assist financial advisers and planners in end to end usage of the CommSec wholesale offering. This positioned covered the end to end account management service of equity trading, cash and margin lending product suite. Including supporting sales team, operations and other key stakeholders on matters of product, compliance requirements and general administration.
Employed within the Risk & Dealing team of FP Markets (retail CFD & Equity Broker), to oversee all trade authorisation, block trades, margin call management and short sellable inventory. In this role I was in charge of managing the overall exposure of the house book ensuring appropriate level of hedging and liquidity were maintained. I was also in charge of WebIress platform functionality including beta testing of new features/upgrades. In addition to onboarding and account management of wholesale dealer groups. This role covered equities, foreign exchange and futures markets.
- Authenticate manual “Funds Transfer Via Fax” payments.: verifying signatures, confirming with dealers and communicating with clients to ensure the required information was presented to complete the transfer. - Inward/Outward Payments – I learnt about inward foreign exceptions and repair of inward and outward payments in the bank. Required liasing with FX dealers, Relationship managers and High net worth Retail Banking customers. - CommBiz Risk Approval –This required communicating with relationship managers to help them understand the current financial situation of their clients. This experience enabled me to learn to rapidly and effectively translate the potentially complex risk status into plain language to assist the relationship managers to make the best financial decisions for their clients and the bank.