Ben Casley, CFA

Experience

• 

  GM Holden

  Dec 2013 - Apr 2016

  Leading Accounts Payable function within GM Holden, ensuring all invoices are paid on time, working with the treasury function and leading a remote working team. Reconciliation of Holden accounts payable with invoices and budgeted expenses.Monthly consolidation of financial accountings into management financial statements, including rolling budget and annual budget reconciliation to actuals.

  • Financial Analyst - Accounts Payable

    Nov 2015 - Apr 2016

  • Operations Analysis Co-operative

    Jan 2015 - Nov 2015

  • Company Vehicle Operations Finance Co-Op

    Dec 2013 - Jan 2015
• 

  Viridian Financial Group

  May 2016 - Jul 2018

  Associate Portfolio Manager

  Collaborated with Portfolio Managers to provide tailored portfolio solutions for high net worth clients.Executed portfolio rebalances and implemented client accounts.

• 

  Infinity Asset Management

  Jul 2018 - Nov 2023

  Lead coverage of Real Estate, Infrastructure and Energy sectors.Investment Committee Member. Involved in Portfolio Construction and Risk Management of two Concentrated Australian Equity portfolios. Investment Analysis for diversified portfolio construction, including fund manager research and equity analysis for fundamental portfolio construction for high net worth families and individuals.

  • Senior Equity Research Analyst

    May 2021 - Nov 2023

  • Investment Analyst

    Jul 2018 - May 2021
• 

  Development Victoria

  Jan 2025 - now

  Senior Analyst - Investment Strategy