Annika Moss

Annika Moss

Followers of Annika Moss855 followers
location of Annika MossSydney, New South Wales, Australia

Connect with Annika Moss to Send Message

Connect

Connect with Annika Moss to Send Message

Connect
  • Timeline

  • About me

    Director - Asset Management | expertise in Real Estate, Real Estate Credit, Private Credit investment

  • Education

    • Property Council Australia

      2006 - 2006
      Diploma Property Investment & Finance
    • Institute of Chartered Accountants Australia

      2003 - 2005
      CA Accounting

      Qualified Chartered Accountant

    • The University of Queensland

      1998 - 2002
      Bachelor of Commerce and Bachelor of Business Management Accounting, Finance & International Business
  • Experience

    • Macquarie Bank

      Feb 2002 - Dec 2008
      • Senior Manager

        Oct 2004 - Dec 2008
      • Executive - Operational Risk Management

        Feb 2002 - Oct 2004
    • MGPA (now BlackRock)

      Mar 2009 - Sept 2010
      • Product Development Manager

        Apr 2010 - Sept 2010
      • Client Services Manager (Investor Relations)

        Mar 2009 - Mar 2010
    • ROM Capital (Asset Management) Limited

      Sept 2010 - Dec 2010
      Transactions & Business Development Director (contract)

      Responsible for all new real estate business, product and fund documentation. Oversaw the equity capital raising process and closely involved in the debt funding process.• Supported transactions and asset classes ranging from UK commercial real estate funds and equity clubs to developments and land purchases in the Caribbean.

    • RBS Global Banking & Markets

      Mar 2011 - Jul 2011
      Senior Real Estate Portfolio Officer (contract)

      Oversaw credit risk oversight and transaction support to debt portfolio restructures and disposals.• Key role in the structured disposal of a £1.6bn portfolio of loans secured against UK commercial real estate. This included: risk assessment; data room preparation; legal review and collaborating with front office, back office support and compliance teams to form operational transition plan.

    • LaSalle Investment Management

      Jul 2011 - Dec 2012
      Execution Manager (Contract)

      Managed debt finance transactions on behalf of Special Situations Fund and Core Mezzanine Programme separate account clients. Responsible for negotiating and drafting finance agreements, managing legal counsel, corporate, tax and financial due diligence.• Oversaw the successful execution of almost £125m worth of mezzanine finance deals.

    • DRC Capital LLP

      Jan 2013 - Jun 2014
      Deal Manager / Investor Relations Manager (contract)

      Led due diligence and fundraising for new investors, investor communications and reporting for existing investors (Fund I & II) and maintained marketing materials. Structured, negotiated, documented and facilitated the execution of mezzanine debt finance transactions. • Oversaw the successful execution of €51M worth of mezzanine finance deals.• Raised £487m for Fund II, exceeded target £400M. Achieved through target market assessment and feasibility study. Collaborated with principals to design the product specifications, managed the legal counsel, reviewed legal documents, drafted and reviewed marketing materials (PPM and pitchbook) and collaborated with sales team for product distribution. Show less

    • Free Spirit Yoga Fitness Ltd

      Oct 2013 - Jan 2016
      Freelance Yoga Teacher

      Teaching Yoga classes and various yoga related receptionist and management roles.

    • M&G Real Estate

      Sept 2015 - Oct 2021
      Director - Head of Real Estate Product Development & Management

      Managed the design, development and implementation of commercial real estate product initiatives across the UK, Europe and Asia. Sat on a number of governance committees and supported compliance and change management projects. • Led the development and successful launch of several new funds for M&G Real Estate, including: the innovative Shared Ownership fund; as well as M&G RE's first closed end, value-add fund which enhanced the group's core fund offering; and a core UK-focused fund for an internal client.• Supported distribution into new international markets and ensured products were fit for target markets and investors. • Implemented a new entry/exit pricing mechanism for investors to purchase and redeem shares from the flagship M&G Asia Property Fund. This ensured the Fund remained competitive in an increasingly crowded market. Show less

    • MA Financial Group

      Apr 2022 - now
      Director - Asset Management

      Institutional business client service, business development and the design, development and implementation of new product initiatives, mandates and strategies. Particular focus on real estate, real estate credit and private credit.

  • Licenses & Certifications

    • Chartered Accountant

      Institute of Chartered Accountants Australia
      Jan 2005