Sharon Smart

Sharon Smart

Economic Research Analyst

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location of Sharon SmartSydney, New South Wales, Australia

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  • Timeline

  • About me

    Director, Financial Institutions Sales

  • Education

    • Securities Institute of Australia (SIA)

      -
      Graduate Diploma Securities and Investments

      SIA now know as Kaplan Professional

    • Macquarie University

      -
      Master of Applied Finance
    • University of Newcastle

      -
      Bachelor of Economics
  • Experience

    • Joint Coal Board NSW (now known as Coal Services Pty Ltd)

      May 1989 - Nov 1992
      Economic Research Analyst

      - Collecting, collating, analysing and reporting NSW coal industry statistics- Represent Joint Coal Board at various industry committees & working party groups- Developed a framework to monitor and analyse cost centre budgeting and performance for OH&S department

    • St.George Bank

      Dec 1992 - Nov 2008

      - Manage Debt Syndicate for St.George Bank senior unsecured and Crusade RMBS transactions- Fixed Income Sales coverage of key domestic (Brisb, Melb, Syd) and international (Asia/Eur) institutional investors- Liaise with trading, securitisation & capital markets stakeholders providing feedback on market opportunities and investor appetite. - Fixed Income Sales to large domestic institutional investors- Money Market Sales to large domestic institutional investors, providing wholesale short term funding to the balance sheet- Management and execution of euro commercial paper programme- Manage issuer relationships for commercial paper programmes- Liaise with trading, securitisation & capital markets stakeholders providing feedback on market opportunities and investor appetite. - Money Market Sales to large domestic institutional investors, providing wholesale short term funding to the balance sheet- Monitor and provide market information on market trends and projections- Marketing and lead generation to expand customer base- cold calling, customer presentations - Support Dealers and Senior Managers in the dealing room- Researching opportunities for existing and potential clients- Prepare presentation materials- Maintain customer information management systems- Quality Assurance - review and development of Treasury Policy and Procedures, identify and implement improvement opportunities

      • Manager DCM Syndicate & Institutional Fixed Income Sales

        Jun 2003 - Nov 2008
      • Senior Dealer, Institutional Fixed Income Sales

        Jan 1997 - May 2003
      • Dealer, Money Market Sales

        May 1995 - Dec 1996
      • Analyst, Financial Markets

        Dec 1992 - Apr 1995
    • Westpac

      Dec 2008 - Mar 2009
      Manager Syndicate, DCM

      (Secondment to Westpac transition role post St.George Bank merger)- Manage Debt Syndicate process for securitised transactions.- Provide pricing guidelines for Coverage and Origination teams.- Provide market activity details and colour to credit trading and credit sales team

    • Lloyds Bank

      Oct 2010 - Mar 2014
      Senior Manager, Financial Institutions

      - Senior member of the Financial Markets and Group Corporate Treasury teams at Lloyds Bank plc Australian branch. - Funding and Liquidity management through co-ordination and achievement local funding plan, resulting in the balance sheet meeting key liquidity ratios and being predominately locally funded through successful execution of AUD funding strategies including money market, medium term funding and securitisation programmes.- Manage key institutional relationships and local investor relations to ensure market access for wholesale short and long term funding across the Asia Pacific region and improve investor diversity. This included the coordination of AUD debt capital market activities in line with the broader Group’s strategic plans in identifying, managing and executing senior unsecured, secured debt issuance and liability management exercises for the Australian Balance Sheet. - Member of Asset and Liabilities Committee, contributing to the reporting and governance of the Funding and Liquidity Policy framework.- Participate in local management committees to develop, drive and support the Financial Institution strategy Show less

    • ANZ

      Apr 2014 - now
      Director, Institutional Fixed Income Sales

      Fixed Income Investor Sales - Credit and RatesWealth Sales

  • Licenses & Certifications

    • NFA Swaps Proficiency Requirements (Long Track)

      National Futures Association
      Jan 2021
    • AFMA Accredited Individual

      Australian Financial Markets Association
    • Professionalism: Conduct & Ethics

      Australian Financial Markets Association
      Sept 2021
    • RG146 Compliant

      ASIC