Summary
Overview
Work History
Education
Skills
Certification
Affiliations
References
Timeline
Generic

Alexander Fisher

Sydney,Australia

Summary

Dynamic finance professional with extensive experience at AUSIEX, excelling in financial modeling and client relationship management. Proven track record in enhancing trade execution efficiency and fostering strong client connections, leading to increased retention. Adept at communicating complex financial concepts clearly, driving informed investment decisions, and delivering impactful performance reports.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Senior Equities Associate

AUSIEX
Sydney, Australia
04.2024 - Current
  • Created detailed reports summarizing performance metrics of current holdings and proposed investments.
  • Executed trades across multiple asset classes including equities, fixed income securities, derivatives.
  • Facilitated communication between investors and clients and internal teams regarding investment decisions.
  • Participated in conference calls with senior management teams from various companies to better understand business operations and future prospects.

Equities Associate

AUSIEX
Sydney, Australia
05.2023 - 04.2024
  • In this role, I assisted clients with their trading of both domestic and internationally listed equities.
  • Streamlined processes for trade execution, reducing errors, and enhancing overall efficiency.
  • Developed strong relationships with clients, resulting in increased retention and repeat business.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.

Bartender

The Union Hotel
North Sydney, Australia
01.2021 - 05.2023
  • Supported special events through attentive service, adapting quickly to the varying needs of guests or clients.
  • Followed alcohol awareness procedures for preventing excessive guest intoxication.
  • Built relationships with vendors to manage orders and negotiate costs.
  • Mix unique and interesting cocktails for customers, including bar specials.
  • Contributed to a positive work environment through effective teamwork and communication with colleagues.

Bartender

The Woolwhich Pier Hotel
Woolwich, Australia
02.2019 - 11.2022
  • Set up and maintained appropriate stock levels for bar.
  • Cleaned, organized, and replenished supplies to maintain bar appearance.
  • Demonstrated knowledge of responsible alcohol service practices by adhering to local laws and regulations.

Finance Intern

Angus Knight Group
Sydney, Australia
02.2021 - 09.2021
  • Collaborated with accounting team to ensure accurate financial data entry.
  • Adhered to regulatory policies and procedures to maintain compliance and reduce corporate risk.
  • Conducted research on industry trends to better understand market conditions.
  • Created visual aids such as charts or graphs to communicate complex financial concepts clearly.
  • Updated financial databases, ensuring all information was current and accurate.

Education

Financial Modelling & Valuations Analyst - Finance

Corporate Finance Institute
Sydney, NSW
08-2025

Course: Financial Modelling - The Complete Guide - Finance -

The University of Sydney
Sydney, NSW
05.2025

Bachelor of Business - Finance & Management

University of Technology Sydney
Sydney, NSW
06.2022

High School Diploma -

Sydney Church of England Grammar School
Sydney, NSW
11.2018

Skills

  • Financial modeling
  • Valuation analysis
  • Client relationship management
  • Communication skills
  • Microsoft Excel proficiency
  • Financial statement analysis

Certification

  • Stockbrokers and Investment Advisors Association - Core1, Securities and Managed Investments
  • Ada1 - Accredited Derivatives Advisor Level 1
  • First Aid Certificate – Red Cross, Sydney
  • Qualified swimming instructor - AUSTSWIM
  • WWC - Working with Children
  • RSA - Responsible Service of Alcohol
  • RSG - Responsible Service of Gambling

Affiliations

  • Martial Arts (Muay Thai & Boxing) Intermediate - SGC MMA

References

References available upon request.

Timeline

Senior Equities Associate

AUSIEX
04.2024 - Current

Equities Associate

AUSIEX
05.2023 - 04.2024

Finance Intern

Angus Knight Group
02.2021 - 09.2021

Bartender

The Union Hotel
01.2021 - 05.2023

Bartender

The Woolwhich Pier Hotel
02.2019 - 11.2022

Financial Modelling & Valuations Analyst - Finance

Corporate Finance Institute

Course: Financial Modelling - The Complete Guide - Finance -

The University of Sydney

Bachelor of Business - Finance & Management

University of Technology Sydney

High School Diploma -

Sydney Church of England Grammar School

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Alexander Fisher