Investments Policy Analyst
NSW - Sydney Metro
Specialties
Analyst - Commercial Sales and InvestmentsAnalyst - Commercial Sales and Investments
Financial Investment Advisor
Corporate Finance
Business Analyst

I am a motivated, pro-active, logical thinker experienced in investment management, research, valuations, accounting and administration.

Summary

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Career

National Australia Bank - Investments Policy Analyst
Banking & Financial Services - Accounting, Finance, Banking & Insurance
NSW, Australia
Specialties
Analyst - Commercial Sales and InvestmentsAnalyst - Commercial Sales and Investments
Responsibilities
  • Providing research support, assistance including producing, presenting reports, conducting data, and research analysis. Interpreting investment data and research and drafting recommendations for the Investment Committee. Responsible for investment governance across all managed funds, LIC’s, Equities and ETF’s on the MLC / Navigator Wrap Platforms and the Approved Investment Lists for aligned Advisers with a Combined FUM of $AUD31billion.Monitoring of existing underlying research providers in line with ASIC’s RG79 guidelines and recommending to the Investments Committee. Ongoing monitoring of corporate actions, significant events and any other trading issues affecting all investments on menus and giving recommendations as required. Engaging and communicating with key stakeholders including advisers. Produce insightful investment education reports for both advisers and their clients. Contribute towards best practice investment research service at NAB.
Zimnat Asset Management Company Pvt Ltd - Investment Analyst / Portfolio Manager
Banking & Financial Services - Accounting, Finance, Banking & Insurance
Australia
Specialties
Financial Investment Advisor
Corporate Finance
Business Analyst
Responsibilities
  • Prepared and circulated detailed industry research reports. Forecasting profitability of companies in the long run, use of Excel based financial modeling techniques to determine equity valuations. Microsoft Office, Sage Accpac,
Achievements
  • Fund Manager of the Year 2008. Grew FUM achieving an average annual growth rate of 23.43% in the period ***, on the back of strong equities research. Personally garnered $3.2 million in 2012-13 in new business.
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Zimnat Asset Management Pvt Ltd - Assistant Accountant
Banking & Financial Services - Accounting, Finance, Banking & Insurance
Australia
Specialties
Assistant Accountant
Accounts Payable
Clerical Officer
Responsibilities
  • Preparing month-end accounts for Unit Trust funds, bank reconciliations, of fixed-asset ledgers, maintenance
Achievements
  • -
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Education and Qualifications

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Year Qualifications Level Institution
2016 CFA Program Candidate Postgraduate Degree CFA Institute No
2014 Diploma in Financial Planning Diploma Monarch Institute No
2006 Bachelor Degree in Commerce Honours Degree National University of Science and Technology Yes

Achievements Summary

Grew funds under management in the period ***, achieving an average annual growth rate of 23.43%, on the back of strong equities research. Managed a portfolio of 54 Fund Accounts, which included Pension Funds, Medical Aid Funds, and Unit Trusts. Personally garnered $3.2 million in fixed income and equity portfolio accounts, 2012-13 from Institutional channels and HNW Clients. Past President of the NUST Finance Students Society 2004/5.

IT Skills

Software Skills

  • Word (Advanced)
  • Excel (Advanced)
  • Power Point (Advanced)
  • Access (Intermediate)
  • OneNote (Basic)
  • Acrobat Pro (Advanced)
  • SAP (Advanced)

System Skills

  • SAGE Accpac (Advanced)
  • Sun (Basic)
  • Asset management systems (Advanced)