Ed Bodinnar
Sandringham
Summary
With a proven track record at National Australia Bank, I excel in relationship management and financial reporting, enhancing client experiences and streamlining processes. My expertise spans accountancy to investments, with significant achievements in process improvement and client advocacy, demonstrating a robust blend of analytical and interpersonal skills.
Overview
26
26
years of professional experience
Work History
Senior Relationship Manager
National Australia Bank
Melbourne
01.2011 - 02.2025
- Senior Relationship Manager looking after key accounts in NAB Asset Servicing.
- Built strong relationships with my clients to ensure I understood their requirements.
- Strong network of supporters across my organisation and former client base of super funds, fund managers, and government entities.
- Key clients included Australian Ethical, UniSuper, Telstra Super, Equip Super, Brighter Super, Prime Super, and Care Super.
- I advocated for my clients to ensure they received the best possible experience with their custodian.
- Business development activities included being one of two key members of the deal team for NAB Asset Servicing's largest client win in the last 10 years.
- Heavily involved in investment transition activity, including super fund mergers.
- Mentored junior relationship managers and service managers.
Accountant
National Australia Bank
Melbourne
03.2006 - 12.2010
- Led a small team of accountants to produce trial balances, accounting, tax, APRA and ABS reporting.
- Re-engineered the accounting review process and automated quality control checks
- Liaised with clients, external accountants and other service providers to resolve issues
Senior Unit Pricing Analyst
State Street Bank
London
02.2005 - 01.2006
- Daily pricing of complex cash funds, training other staff members and relief supervision of the team
Performance Analyst
BlackRock
Edinburgh
06.2004 - 01.2005
- Produced performance reports for global equity portfolios
Systems Analyst / Portfolio Administrator
Bell Potter Securities
Melbourne
03.2002 - 02.2004
- Produced financial reporting for private clients, liaising with clients and stock brokers, implementation of system interfaces, planning and testing systems
Portfolio Administrator
UBS
Melbourne
12.1998 - 11.2000
- Preparing portfolio reports for high net-worth clients, implementation of new accounting software, resolving investment queries
Education
Certified Practicing Accountant (not currently practicing) -
CPA Australia
Melbourne, VIC12-2007
Graduate Diploma of Applied Finance And Investment -
FINSIA
Melbourne, VIC12-2006
Bachelor of Commerce -
University of Melbourne
Parkville, VIC12-1997
Skills
- Relationship Management
- Negotiating
- Accountancy
- Financial Reporting
- Investments
- Super Fund Mergers
- Banking Services
- Process Improvement
Timeline
Senior Relationship Manager
National Australia Bank
01.2011 - 02.2025
Accountant
National Australia Bank
03.2006 - 12.2010
Senior Unit Pricing Analyst
State Street Bank
02.2005 - 01.2006
Performance Analyst
BlackRock
06.2004 - 01.2005
Systems Analyst / Portfolio Administrator
Bell Potter Securities
03.2002 - 02.2004
Portfolio Administrator
UBS
12.1998 - 11.2000
Certified Practicing Accountant (not currently practicing) -
CPA Australia
Graduate Diploma of Applied Finance And Investment -
FINSIA
Bachelor of Commerce -
University of Melbourne
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