Jeffrey B.

Experience

• 

  Manly Council

  Jan 2013 - Aug 2015

  Volunteer Assistant - Manly Library

  Managing sections of the Manly Library, ensuring the safety, comfort and access to information for the public. Training and supporting young volunteers to excel as new assistants and feel comfortable in a new workplace environment. Communicating with both young and elderly visitors: providing services to locate books, providing assistance for library visitors.

• 

  PTW

  Jun 2013 - Jun 2014

  Strategic Consulting, Accounting and Administration

  Restructuring and assisting in the maintenance of accounting records at a prominent multi-national architecture firm. As part of my early working experience, I helped sort and organise records & job contracts dating back several years, all within the Sydney Office.

• 

  Australian Science Innovations

  Jan 2016 - Jul 2022

  National Ambassador for Australia & Ambassador for the International Olympiads, forming strategic international partnerships to continue the development of global scientific innovation. Assisted in training 2 International Gold Medallists, 4 Silver Medallists and 2 Bronze Medallists across 2 years of coaching. Lecturing nationally selected students and teaching content in preparation for the International Earth Science Olympiads in France 2017 and Thailand 2018. International Bronze Medallist, 2016International Citizenship Award, 2016

  • International Olympiad Ambassador

    Jan 2019 - Jul 2022

  • Australia Staff - Senior Tutor & Lecturer

    Jan 2017 - Dec 2018

  • Australia Olympiad Team

    Jan 2016 - Dec 2016
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  UBS

  Jan 2017 - Jul 2022

  Management of credit investments in USD/AUD/EUR/CHF across public and private, including the UBS ESG sustainable funds. Lead analyst for various corporates, transportation, infrastructure, industrials, TMT, consumer, financials, utilities and private-public consortiums & distressed calls across A&NZ, Asia-Pacific (APAC) and Global Emerging Markets (GEM).Project work included global leadership in industry financial models, UBS sustainable investment strategy & process, M&A modelling, covenant optimisation, loan terms, investment process optimisation, ESG modelling & credit strategy across the capital structure. Show less Management of operational relationships for ECM; working directly with synthetic and swaps traders to manage long-short equity books and assisted in domestic and international corporate actions, rights issues, ANREOs and RAPIDs.Awarded employee of October 2017 for the UBS Australia Group; Operations and Middle Office. In September 2017, 6 months into my role, I was awarded business change agent of the month, based on successes in significant work in business efficiency. In July 2018, I presented to 270 global directors on the inaugural 'Sydney Secrets' UBS TV live stream. Detailing the successes of our Australian franchise and outlining our work on operational optimisation along with collaborative projects. Show less

  • Associate - Global Credit Investments

    Nov 2019 - Jul 2022

  • OTC Derivatives & Co-Lead of A&NZ Operational Innovation (UBS Cadet)

    Dec 2017 - Nov 2019

  • Swaps, Corporate Actions & Business Innovation (UBS Cadet)

    Jan 2017 - Dec 2017
• 

  AIESEC Australia

  Jun 2017 - Feb 2018

  International Relations Manager

  Managing and coordinating partnerships with Universities across the world. Ensuring customer flow and demand was met with exchange options for USYD students and building strong relationships with a range of overseas AIESEC entities and further organisations.

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  Beta Alpha Psi - International Honours Organisation

  Sept 2017 - Jun 2022

  Board member and co-chair, with key organisational oversight and reporting. Responsibilities continue to include US-Australia coordination on major projects and ongoing talent acquisition. Leading and facilitating a range of events for Sydney network & continuing strong ties with our US based honours organisation. My role involved helping foster all-round skills and understandings of the importance of coordination between the financial world and society. I helped strengthen our impact for the wider community & have sustained partnerships with the Cancer Council of Australia & further community outreach programs - to help us all see the value of working together on major issues, from a young age.

  • Co-Chair & Industry Rep

    Jul 2019 - Jun 2022

  • President

    Aug 2018 - Jul 2019

  • Director of Marketing

    Sept 2017 - Aug 2018
• 

  USYD Student Managed Investment Fund

  Jan 2020 - Dec 2020

  Portfolio Manager & Equity Analyst

  Portfolio manager & equity analyst for ~$300k investment fund with core coverage of global healthcare during COVID-19 impacted markets, achieving CY20 +8.2% outperformance above benchmark.Co-coverage of industrials, financials, transportation and infrastructure.

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  PM Capital

  Jul 2022 - now

  Global Investment Analyst

  Part of the core investment team with primary responsibility for global and domestic opportunities in the Enhanced Yield Fund in addition to investment generation across our international equity long / short portfolios.PM Capital manages ~$2.7bn AUD FUM across our long / short equity and credit portfolios: Global Companies Fund, Australian Companies Fund and Enhanced Yield Fund.