Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Work Experience
2015
Vice President - Portfolio Management, Infrastructure
2022
Senior Associate - Portfolio management, Infrastructure
2020 - 2022
Covering both the Global and Australian Infrastructure Fund as part of the Infrastructure Team. Key responsibilities include fund and portfolio forecasting, monitoring of portfolio construction including portfolio optimisation, assessment of fund liquidity and stress testing, foreign exchange risk management, advisory and strategic analysis on new deals such as asset acquisitions/disposals, cash management, and investment fund restructuring.
Associate Director
2017 - 2020
Responsible for the investment accounting, global tax compliance, unit registry management, financial and regulatory reporting and administrative functions covering the infrastructure equity and private capital funds with funds under management of over $80 billion.
Investment Accounting Manager
2015 - 2017
2012 - 2015
Fund Financial Controller
2012 - 2015
- Participated in annual budgets preparation, quarterly forecasts, and strategic plans by constructing different Fund models. Perform NPV analysis for potential assets acquisitions and leasing. - Oversaw the financial functions, reconciliations, treasury management, financial and tax reporting, and policies for six REITs with total assets of around $750 million located in Australia and New Zealand.
2008 - 2012
Manager
2008 - 2012
- Led audit teams of up to 12 staff members to conduct the following engagements in Resources, Construction, Mining, and Investment Management sectors. - Was appointed Champion of Compliance Plan Audit in 2011-2012.
2004 - 2008
Assistant Manager
2004 - 2008
- Planned and supervised of statutory audits for both listed and unlisted companies within Information, Construction and Entertainment sectors. - Participated in an IPO audit assignment for China Construction Bank in Beijing. Obtained a thorough understanding of the organizational structure and operations of a retail and commercial bank. Gained a good understanding of conducting credit reviews of financial institutions.