Brayden Hawkins

• Completing equity and listed fixed interest trades.
• Conducting market and stock specific research.
• Communication of research findings to advisers and clients.
• Monitor market trends and news to identify emerging opportunities.
• Implementation and management of client liaison matters – including creation and application of records of advice and trade implementation strategy
• Management and communication of Corporate Actions
• Developing and generating comprehensive reports on portfolio performance and risk assessment.
• Preparation of presentations, data and documentation for client meetings.
• Establishing, maintaining and updating client profiles and portfolios

Completing the following operational responsibilities for both custody and non-custody clients ranging from companies, foundations, trusts, self-managed super funds, and high net worth individuals:

• Completing fund application and managed fund transactions
• Maintaining and reconciling client portfolio information
• Processing and reconciling equity transactions
• Processing and maintaining corporate action transactions – including managed fund distributions and equity dividends
• Create, maintain, and ensure adherence to Investment Operations procedures and documents that meet the business needs in relation to efficiency, accuracy, service, compliance, and risk management
• Assistance in the day-to-day management and reconciliation processes including distribution, year-end processes, and regulatory reporting requirements.

• Corporate and Individual Tax
• Financial Statement Creation
• Reconciliation

• Project lead for e-commerce venture,
• Organise, conduct and lead meetings
• Establish economies of scale and cost efficiencies amongst multiple key portfolio brands
• Conduct official tender and e-auction for warehousing and fulfillment services
• Project lead for research into the monetization of existing assets