Experience

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  Jcp investment partners

  Oct 2009 - Nov 2009

  Work experience

  Tasks: • Completed full time work experience• Active involvement in research meetings and company presentations• Trading desk and morning meeting participation through UBSAchievements• Active involvement in significant research projects and financial model developmento Collated and analyzed data from financial statements to develop valuationso Collated, modified and inputted lode specific data from mining company to develop valuation

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  Bell potter securities

  Mar 2010 - Apr 2015

  Responsibilities & Tasks as Research Analyst:• Adapt and develop financial models to replicate financial metrics• Data mining project accumulating employment data and converting them into relevant, insightful and understandable graphs for inclusion in the sector report, ‘Payslip – Labour Force Sector’.• Preparation of draft report of industry background data for the Point‐of‐Sale Finance industry, including market share, competitors and market growth• Preparation and development of Emerging Growth Weekly publicationResponsibilities & Tasks as Corporate Analyst:• Data analysis and production of succinct marketing materials for corporate presentations and client target audience• Help prepare and create company deal pitches• Transaction execution and settlement• Company research, comparison and financial modelling• Drafting mandates and legal documents• Due diligence Show less Responsibilities:• Placing orders on international markets, maintenance of outstanding orders and reporting executions to advisers• Preparing trade bookings and daily settlements• Arrange the execution of FX for relevant international market currency• Address international related queries from the Bell Potter network in an efficient and accurate manner• Assist with the clearance of stock certificates, maintenance of required client international market documentation and the creation of new client accounts• Assist with the identification and reconciling of foreign currency bank account movements to ensure timely settlement of trades• Assist with the reconciliation of holdings against international broker holdings to ensure active complianceAchievements:• Point of escalation with international brokers and Bell Potter Night-desk team after business hours to ensure the timely execution and resolution of all trade related matters during live international markets• Successfully manage trade-related disputes between international brokers, advisors and Bell Potter clients• Utilize extensive acquired knowledge of international markets and financial products to help guide advisors to achieve investment and trade related goals Show less

  • Equities Deal Desk Analyst

    Jan 2015 - Apr 2015

  • Equities Research Associate Analyst

    Jan 2012 - Jan 2015

  • Institutional Graduate Program - Research/Corporate

    Jul 2011 - Jan 2012

  • International Equtities Operator

    Mar 2010 - Jul 2011
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  Commonwealth bank

  Apr 2015 - Apr 2017

  Corporate analyst - corporate financial services

  - Research and analysis of portfolio of corporates, not for profits and education clients with all funding needs and identifying new to bank opportunities including cash flow lending, transaction banking and CAPEX support.- Advanced financial analysis skills exhibited through financial modeling, valuation, forecasting, working capital and cash-flow analysis- Responsibilities include preparation and submission of credit papers, assisting with deal structuring and execution, management of the end-to-end process for transactions including facility documentation- Credit risk assessment and management, including an understanding of key industry risks - Day to day maintenance of a portfolio, including ongoing management of existing customers, periodic customer reviews, and compliance monitoring- Collaborative relationships with product partners, credit risk and operations colleagues to ensure execution of customer requirements in a timely manner- Understanding of key products utilised by customer set, including markets (FX, interest rates), trade and supply chain, cash management and loan products Show less

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  Transurban

  Apr 2017 - now

  • Senior Manager Corporate Finance

    Apr 2024 - now

  • Corporate Finance Manager

    Jul 2021 - Apr 2024

  • Corporate Finance Associate

    Apr 2018 - Jun 2021

  • Corporate Finance Analyst

    Apr 2017 - Apr 2018