Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- LT
Lists including Tyssen
Work Experience
2015
Investment Associate
2022
Investment Analyst
2019 - 2022
Portfolio Management of Global and Australian Equities
Manager, Investment Products
2019 - 2019
Product Lead
2017 - 2018
Global fund manager, in Melbourne as Product Lead in the Investor Services Group dealing across Infrastructure, Debt Investments, Indexed Equities, Active Equities, Hedge Funds and Private Capital. - Project Management - Research - External stakeholder engagement - Financial modelling - Fees - Strategy - Offer documents
Product Analyst
2015 - 2017
I currently work at IFM Investors, a global fund manager, in Melbourne previously as an investment product analyst dealing across a broad range of asset classes, namely: Infrastructure, Debt Investments, Listed Equities and Private Capital.
2012 - 2014
Investment Writer
2012 - 2014
- Writing; Writing investment content for the asset-management industry (i.e. asset allocation updates, publications, fund reports, research papers, sales documents) in the areas of equities, bonds and alternative investments. - Editing; Editing investment content for the asset-management industry (i.e. publications, fund reports, research papers, sales documents) in the areas of equities, bonds and alternative investments. - Reports creation; Creating customised reports for large institutional clients as well as middle-sized banks and family offices (includes generating performance figures through Bloomberg and FactSet, graphs and written content). - Data analysis; Analysing performance / attribution figures (relative and absolute) as well as fund positioning and weightings (i.e. sector / country) obtained from Bloomberg, Pecunia (internal database) and excel to include in reports and commentaries. - Liaising with clients and professionals; In my current role I am required to be in direct contact with clients and experienced professionals such as lead economists, heads of departments, portfolio managers and the chief-executive officer. - Planning; A very deadline-oriented role which requires exemplary planning and organisational skills to simultaneously balance multiple tasks. - Publications editor; Leading the production of Bank Vontobel’s monthly “Investors‘ Outlook“ publication, which includes overseeing and coordinating the entire process from input delivery and texts, to layout and distribution (examples available on request). - Hosting conferences and calls; Hosting Harcourt’s monthly “Commodity Call“ with the Head of Commodities (available at: http://www.harcourt.ch/EN/Commodities-Harcourt-Commodity-Call).
Investment Communication Specialist
2011 - 2012
- Reports creation; Writing and creating customised reports for large institutional clients (incl. Generating performance figures, graphs and written content). - Client requests; Liaising with clients to meet their standard or non-standard reporting needs. - Writing (English / German); Writing investment content (i.e. publications, websites, research papers, sales documents) in the area of alternative investments – primarily commodities and hedge funds. - Editing (English / German); Editing investment content (i.e. publications, websites, fund reports, research papers, sales documents) for the alternative investments asset class.
2010 - 2011
Customer Advisor
2010 - 2011
I served customers face to face, dealing in transactional banking in order to learn how a bank operates at the retail level.