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Nathan K.

Nathan K.

SEEK Mentor

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location of Nathan K.Brisbane, Queensland, Australia

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  • Timeline

  • About me

    Manager - Reporting & Analytics | CPA Candidate

  • Education

    • University of Rochester

      2011 - 2015
      Bachelor of Arts (B.A.) Economics

      Activities and Societies: University of Rochester Rugby Club, Renaissance & Global Scholar Program Alan and Jane Handler Scholarship Recipient - premier scholarship at the University of Rochester, New York

    • Hawaii Preparatory Academy

      2008 - 2010
      High School Diploma

      Activities and Societies: Varsity Soccer, Varsity Volleyball Attended the Hawaii Preparatory Academy on a full merit scholarship.

  • Experience

    • National Society of Black Engineers

      Jul 2014 - Aug 2014
      SEEK Mentor

      • Taught general math and science concepts to students.• Worked as a team to teach and supervised a classroom of students.• Educated students about various engineering toys.• Managed student behavior. Employed discipline techniques as needed.• Actively participated in group meetings with other mentors.• Proactively planned lessons for a classroom of 20 elementary students.

    • Nasfund

      Apr 2016 - Aug 2021

      I am primarily responsible for the provision of investment analytics and to monitor different aspects of portfolio performance as well as:  Monitor investment portfolio and ensure accurate record keeping of all Fund investments that will pass regulatory review.  Assist with regular reporting on all investment activities involved in, being responsible for their monitoring and performance.  Implement investment decisions of the Board/CEO in line with investment and operational objectives.  Assist (where needed) with asset allocation and liquidity monitoring and portfolio rebalancing.  Assist with the review of policies for Board approval in line with the Board’s Investment Objective and Risk management profile. Seek and analyze investment opportunities to match SAA and conduct the due diligence & assessment. Ensure all manager documentation and agreements are kept up to date and complete.  Ensure compliance with regulations including Prudential Standards on Investments PS 1/2014. Ensure information systems accurately reflect all investments by way of statutory, auditing, compliance and Board requirements for timely reporting. Work with the CIO and Finance Department to ensure effective cash management and maintain sufficient liquidity.  Maintain stable working relationship with Investment Managers, BPNG and all key investment partners. Maintain and update record keeping relating to all investments. Show less

      • Senior Investment Analyst

        Aug 2020 - Aug 2021

      • Acting Manager Investments

        Jan 2020 - Aug 2020

      • Investment Analyst

        Apr 2016 - Aug 2020

    • BSP Financial Group Limited

      Aug 2021 - Dec 2021
      Senior Relationship Manager

    • Nasfund

      Mar 2022 - Jan 2025

      *Developed and designed 2024 annual report*Ensure that the data used and referenced in the text are consistent with the data in the respective tables, figures, charts and maps, as well as with the indicator tables*Create infographics

      • Annual Report Consultant

        Dec 2024 - Jan 2025

      • Manager - Reporting & Analytics

        Jan 2024 - Dec 2024

      • Financial Analyst

        Mar 2022 - Dec 2023

  • Licenses & Certifications

    • 2023 General Management Program

      Canvas Credentials (Badgr)
      Jul 2023
      View certificate certificate

    • Accounting Fundamentals (FMVA Program Prerequisite)

      Corporate Finance Institute® (CFI)
      Jun 2020

  • Honors & Awards

    • Awarded to Nathan K.
      Renaissance & Global Scholar Program University of Rochester Aug 2011 "The Renaissance & Global Scholarship is a four-year merit scholarship to the University of Rochester. The group’s two pillars of “Academic Curiosity and Excellence” and “Social Awareness and Involvement” provide the foundation that guides these exceptional Scholars. In turn, by focusing on these two pillars, students engage in activities that allow them to become leaders in their academic fields and campus organizations." … Show more "The Renaissance & Global Scholarship is a four-year merit scholarship to the University of Rochester. The group’s two pillars of “Academic Curiosity and Excellence” and “Social Awareness and Involvement” provide the foundation that guides these exceptional Scholars. In turn, by focusing on these two pillars, students engage in activities that allow them to become leaders in their academic fields and campus organizations." http://enrollment.rochester.edu/admissions/publications/pubs/aca/rens/rens.pdf Show less