Andrew Dewar, CFA

Experience

• 

  Industrial Research Ltd

  Nov 2009 - Sept 2010

  Jr Human Resources Advisor (fixed-term)
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  Hay Group

  Sept 2010 - Mar 2012

  Information Analyst

  Serviced private sector clients in Wellington, lower North Island, South Island and FijiCollected, analysed and interpreting remuneration data Managed and produced remuneration surveys and reportsRelationship management, via phone, email and regular contact with clientsTrained clients, one-on-one or in seminars on how to use Hay Group’s online databaseInterpreted remuneration data and consulted with clients Business development through networking with existing client base and cold calling Show less

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  Westpac New Zealand Limited

  Jul 2012 - Oct 2015

  Provided financial advice to customers covering retirement planning, investment planning, insurance and estate planning.Determined strategic asset allocations for clients through in depth needs analysis and based on their personal situation.Wrote detailed financial plans for customers recommending investment and risk solutions based on their needs.Led an employment action group which focused on youth financial capability. In this project we created a board game and launched it nationwide as well creating a webpage focused on helping teachers with financial capability resources.Held seminars on investments for staff to educate around the basics of investing and methods used to analyse companies. Show less Created performance reporting for frontline staff and senior management, primarily using Microsoft Excel, Access, CRM Systems, and SQL based programs such as SAS and Toad for Oracle.Provided analysis on the performance of the Private Banking, Wealth Management, Investment and Insurance divisions of the bank as well as the overall Business Bank and Wealth Business unit.Attended, and often chaired, the weekly Private Wealth Management Leadership team meetings. Prepared various one off and regular presentation packs for the General Manager of Business Bank & Wealth which he presented to the Westpac New Zealand and Westpac Group Board of Directors, CEO, and the other Westpac executive team members. These packs looked at the performance of his business unit as well as strategic insights projects such as methods to improve cross-sell within the bank. Show less

  • Financial Adviser

    Feb 2015 - Oct 2015

  • Business Performance Analyst

    Feb 2013 - Feb 2015

  • Private Bank Consultant

    Jul 2012 - Feb 2013
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  GAM Investments

  Feb 2016 - Sept 2022

  Portfolio construction, implementation, and ongoing management of credit portfolios and bespoke client mandates.Global coverage of the corporate credit market across the rating spectrum (IG/HY). Active portfolio risk management through derivatives such as Treasury futures and FX forwards.Active contribution to the global fixed-income investment process, including bi-weekly strategic meetings with the group CIO.ESG representative for the corporate credit team. Member of GAM’s responsible investment committee and the climate change working group. Show less Conducted fundamental credit research on new and existing positions. Attended roadshows as well as 1-2-1’s with corporations. Analysed company financials, bond covenants, capital structure, industry, and market factors to provide recommendations to the portfolio managers. Maintained and monitored client portfolios. Covered any news and rating changes, ensuring asset allocations remain within tolerable range and flag any specific credit deterioration. Built investment tools to aid Investment Managers – such as a calculator to determine the FX hedged yield of bonds, a model to determine the amount of futures needed to buy/sell to hedge a portfolio's duration, and various market monitors. Show less Built forecast and budgeting models for the business with the ability to analyse different scenarios due to changes in the key drivers of the business.Developed and produced Investment Manager dashboard reporting looking at assets under management, operating margin, contribution margin and other fund manager KPIs.Developed a Margin analysis database for the firm which goes to a fund and share class level.Consolidated various data sources into a single source to enable efficient group level reporting. Show less

  • Investment Manager

    Mar 2020 - Sept 2022

  • Investment Analyst

    Aug 2017 - Mar 2020

  • Finance Business Partner

    Aug 2016 - Aug 2017

  • Business Finance Data Analyst - Contractor Fixed Term

    Feb 2016 - Aug 2016
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  Columbia Threadneedle Investments EMEA APAC

  Nov 2022 - now

  Portfolio Manager