
Robert Beattie, CFA
Financial Consultant

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About me
Vice President at AlixPartners | Turnaround & Restructuring
Education

University of Otago
2012 - 2015Bachelor’s Degree Finance & EconomicsActivities and Societies: Otago Commerce Society, Otago Dive Club Major in finance with a minor in economics.

University of Canterbury
2016 - 2017Master’s Degree Applied Finance & EconomicsActivities and Societies: UC Commerce Society, UC Investment Society, UC Ski Club Taken postgraduate papers in econometrics, financial economics, monetary & macroeconomics, healthcare economics, international trade, asset pricing and advanced corporate finance.Alongside these courses I completed a project based internship for World Vision's Christchurch branch. The aim of the project was to build an interactive predictions model World Vision can use to aid their fundraising efforts for the nationwide 40 hour famine initiative.The program concluded with a… Show more Taken postgraduate papers in econometrics, financial economics, monetary & macroeconomics, healthcare economics, international trade, asset pricing and advanced corporate finance.Alongside these courses I completed a project based internship for World Vision's Christchurch branch. The aim of the project was to build an interactive predictions model World Vision can use to aid their fundraising efforts for the nationwide 40 hour famine initiative.The program concluded with a capstone course over the summer months based on applied work in the fields of economics and finance. This consisted of four modules in time-series forecasting, portfolio management, cost-benefit analysis and corporate finance decision making. Show less
Experience

Beattie Insulators Ltd
Feb 2017 - Apr 2017Financial Consultant
BDO in New Zealand
Jul 2017 - Mar 2021Corporate Finance Analyst
Synlait Milk Limited
Aug 2018 - Nov 2018Portfolio AnalystSeconded to Synlait from BDO Christchurch - this role offered great learning opportunities and corporate exposure at an exciting time of rapid growth in the company.

Lyne Davis Opinion
Apr 2021 - Jun 2022Senior Analyst
McGrathNicol
Sept 2022 - Jul 2024Manager
Apr 2023 - Jul 2024Assistant Manager
Sept 2022 - Mar 2023

AlixPartners
Sept 2024 - nowVice President - Turnaround & Restructuring
Licenses & Certifications
- View certificate
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Sustainability and Climate Risk Certificate
Global Association of Risk Professionals (GARP)Oct 2023 - View certificate

Bloomberg Market Concepts
Bloomberg LP - View certificate

Chartered Financial Analyst® (CFA) Charterholder
CFA InstituteSept 2022
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