Benjamin Whiteford

Experience

• 

  Victoria University of Wellington

  Jan 2011 - Dec 2011

  Research Assistant
• 

  Victoria University of Wellington

  Jul 2013 - Nov 2014

  I worked 3 years part time for the Victoria University Student Services office.As an administration assistant my responsibilities included making course changes, preparing spreadsheet reports, maintaining filing systems and review of course documents. During enrolment periods I was also involved in a frontline role responding to student questions and helping them prepare for their study. As a tutor for ECON130 I would help guide students through the course and prepare them for their final examinations. My responsibilities included preparing lesson material, running a class of 15 to 20 students and ensuring students remained engaged and devleoped an understanding of the course material.

  • Administration/Enrolment Assistant

    Jan 2012 - Nov 2014

  • Tutor

    Jul 2013 - Jun 2014
• 

  ANZ

  Feb 2015 - Mar 2018

  - Supported two commercial banking managers with total funds under management greater than $100 million.- Helped achieve financial KPIs for the Sep 2017 FY with highlights being growth in new customers (9 customer groups onboarded), net increase in lending under management (+5.3%) net increase in deposits under management (+7.2%) and growth in average return on capital (+1.1%).- Prepared credit memorandum for prospective commercial lending. Included analysis of budgets and projections, creation of proforma financial statements and sensitivity analysis. Also involved developing a thorough understanding of the clients business and industry, including identification of key strengths, weaknessess and risks.- Completed annual reviews on a rolling basis of approximately 80 existing client groups. Required a refreshed credit analysis and checks to ensure file compliance with both internal bank standards and external regulations.- Managed the onboarding process for new to bank clients.- Lead project to create financial benchmarks for local industries which were used to prepare comparative analysis presentations for clients.- Assisted with training of new staff and graduates. Show less In the ANZ graduate programme I had the opportunity to work with several different business units and be involved with a variety of projects. For the first 6 months I worked the Commercial banking team in Christchurch. My responsibilities included assisting with credit writing, risk assessing potential customers, reviewing customers annual performance and attending customer meetings.I was also worked on a team project focused on ANZ's Super Regional strategy. The project involved carrying out research, interviewing staff and customers and presenting our findings back to senior leaders in our organisation. Show less

  • Associate - Commercial Banking

    Jul 2016 - Mar 2018

  • Graduate

    Feb 2015 - Jul 2016
• 

  Citi

  Dec 2018 - Nov 2020

  Associate Banker - Private Banking

  - Supported the Private Banking team in their day-to-day management of client needs.- Reviewed existing client relationships on a rolling basis to ensure compliance with internal and external KYC standards and regulations. - Completed independent research to verify clients’ source of wealth generation and assess potential adverse media in relation to prospective clients and their businesses.- Managed the onboarding process for new to bank clients and completed required due diligence and KYC checks.- Lead projects throughout 2020 to assist in preparing for upcoming global audit Show less

• 

  KPMG New Zealand

  May 2021 - now

  • Senior Manager

    Apr 2024 - now

  • Manager, Deal Advisory

    Apr 2022 - Mar 2024

  • Senior Analyst, Deal Advisory

    May 2021 - Mar 2022