Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$500,000.00Target Investment:
$300,000.00
Skills
Education
Lists including Adam
Work Experience
2022
Head of Fixed Interest Investor Sales
2022
Director
2022 - 2022
2019
Co-Founder
2019
2018 - 2022
Director
2021 - 2022
Vice President
2018 - 2021
2016 - 2018
Vice President
2016 - 2018
Market risk analyst, risk manager for European interest rate swaps, STIRT and repo desks, as well as global interest rate and CCBS, ICBS and repo monitoring
2010 - 2016
Associate
2013 - 2016
Moved internally to the flow rates trading desk in HK, team of 3 for global coverage of AUD and NZD linear rates and fx product. Key responsibilities included: Assisting the senior trader pricing client flow and managing risk on the AUD medium term IRS, cross currency and tenor basis books in Sydney hours. Coverage of pricing, risk management and book ownership in the NZD IRS and xccy book. Pricing/hedging the non-core risks in the book in G10 rates and fx, as well as managing the cross gamma positions resulting from multiple collaterals and seasoned trades. Worked closely with desk strats to develop scenario analysis and cross correlations setups to better manage risk across G10 rates. Priced and hedged larger RM and global HF flows in London hours for 6 months as sole coverage, diverse range of enquiry but larger than the typical Sydney flow.
Analyst
2013 - 2013
Shifted roles into Interest rates trading in Sydney at MS. Primary products include Aussie bonds, IRS, CCS and swaptions.
Analyst
2010 - 2013
Analyst working on the fixed income sales desk at Morgan Stanley Sydney- primarily credit, rates and SPG sales to both onshore and offshore clients- hedge funds, insurance companies, sovereign wealth funds and local institutional money managers. Also involved in development of our Australian retail business with MS Smith Barney
2009 - 2010
Trustee and coordinator
2009 - 2010
Actively took part in the establishment of a charitable trust, recruiting mentors and appointing 2 regional managers Currently, we have an organisation of close to 150 people in Auckland, Waikato and Christchurch, comprised of university students and young professionals My role is mostly as a facilitator and point of reference, however, establishing this charity has given me organisational experience, some experience in website design, and also the management of a relatively large organisation
2009 - 2009
Research Assistant
2009 - 2009