Australia
Securitisation | Group Treasury | Balance Sheet Management & Funding - Managed trust activities for RMBS, ABS, and Covered Bonds programs, ensuring compliance with risk exposures and due diligence requirements. - Coordinated monthly BAU distributions and reports, supporting the smooth operation of funding and securitisation functions. - Monitored and assessed triggers, exposures, and compliance requirements to mitigate risk. - Collaborated with internal and external stakeholders, including liquidity team, finance team, rating agencies, and trustees. - Supported the monthly distribution automation program, including model testing and process updates. - Assisted with new deal settlement. - Maintained and updated procedures to ensure accuracy and compliance.
- Conducted client meetings to assess financial needs, providing personalised investment advice and recommendations. - Assisted in building, managing, and rebalancing client portfolios to meet specific financial goals. Authored 10+ comprehensive stock analysis reports, focusing on fundamental and technical aspects of market trends. - Contributed to over 50 thematic market review videos to educate clients and the public on market movements and opportunities. - Led training sessions for 10+ interns, helping them to understand key financial concepts and strategies.
- Analysed trends and product developments in the Foreign Exchange (Forex) market and delivered insights through presentations. - Provided educational sessions on Forex market fundamentals and technical analysis, including candlestick patterns and key technical indicators. - Achieved “Successful Completion of High Standard Training Program” recognition.
- Developed tailored lesson plans for high school students in Chemistry, Physics, Mathematics Extension 1 & 2. - Utilized innovative teaching methods to engage students and meet their individual learning goals.