Ben Casley

• Lead coverage of Real Estate, Infrastructure and Energy sectors.
• Sits on investment committee. Involved in portfolio construction and risk management of 2 concentrated Australian equity portfolios

Key Responsibilities

• Write fundamental research reports, including investment thesis, company valuations and investment recommendation.
• Assisted in preparation of presentations, data tables and other documents for investor meetings
• Researched macroeconomic, industry and company-specific data to inform investment decisions
• Created and maintained precise and accurate models, charts and reports

Achievements

• Top quartile fund performance over rolling 5 year period, of which I am lead analyst on 10 of the 45 portfolio holdings.
• Developed a Sustainable Investment framework that has been widely adopted by over 300 advisors and investment team, resulting in a more consistent and impactful approach to sustainable investing.
• Implemented a Research Management and Custom Data Management solution using Bloomberg software, consolidating our research and automating the report writing process, resulting in hours saved per report written and improved decision-making

• Collaborated with Portfolio Managers to provide tailored portfolio solutions for high net worth clients.
• Prepared materials for meetings, executed portfolio rebalances, and implemented client accounts.

Key responsibilities

• Conducted analysis of tax implications related to individual client portfolios.
• Created option pricing assumption models for the covered call strategy.
• Cultivated strong client and stakeholder relationships by regularly communicating with clients through meetings, follow-up calls, and emails.

Achievements

• Developed excel model to facilitate client portfolio rebalancing which eliminated trading errors and improved time taken to trade by 50%.
• Development of option pricing income model used for cash flow forecasting which improved cash flow forecasting reliability by 35%.
• Skilled at working independently and collaboratively in a team environment

• Co Operative Program Rotation at, Worked in the Holden Finance team, in the Accounts Payable, Operations Analysis and Company Vehicle Operations teams

Key responsibilities

• 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
• Working in the finance department of Holden Vehicle Operations team, involved in fleet management and leasing, producing monthly financial accounts used for management decision making

Achievements

• One of two co-operatives to be offered a full-time position, from the 12 in the original co-operative program
• Developed new processes and excel models, including cash flow reconciliation in the Operations Analysis team and Used Car pricing model using auction data in the Vehicle Operations team, saving up to a full day of work per month.