Grace McIvor
Sydney,NSW
Summary
I am currently working as an Analyst at Goldman Sachs in the Asset and Wealth Management Private ANZ Division. I have 3 years experience in the financial industry specialising in high net-worth clients. I am a detail-oriented team player with versatile financial expertise. I have the ability to apply financial and business skills to real-world problems in complex global environments. My firm is also supportive of me completing my CFA and I am up for my promotion to Associate at the end of this year,
Overview
3
3
years of professional experience
Work History
Investment Analyst
Goldman Sachs
06.2023 - Current
- Create and maintain precise and accurate models, charts and reports.
- Enhanced portfolio performance by conducting thorough investment research and analysis.
- Reduced risk exposure through diligent monitoring of market trends and economic indicators.
- Develop financial projections and forecasts to guide investment decisions.
- Mentored junior analysts, enhancing their skill sets and contributing to overall team success.
- Utilised financial strategies to optimize portfolio performance and reduce risk.
- Monitor market trends and news to identify emerging opportunities.
NSW Young Property Professional Committee
Australian Property Institution
11.2022 - Current
Investment Analyst
151 Property - Blackstone Portfolio Company
08.2021 - 06.2023
- Developed spreadsheet models for diverse projects and analysis.
- Conducted detailed investment analysis, calculations and reports.
- Reviewed weekly and monthly budget performance reports, ensuring departments and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies.
- Monitored and analysed financial, statistical and operational data trends.
Intern to Director and Financial Planner
Axiom Capital Management
12.2020 - 07.2021
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Answered clients' questions about purposes and details of financial plans and strategies.
Education
High School Diploma -
Geelong Grammar School
GeelongSCEGGS Darlinghurst
SydneyReferences Available On Request.
Bachelor of Commerce, Bachelor of Psychology
Macquarie University
Sydney11.2024
Skills
- Asset Allocation
- Portfolio Management
- Wealth Management
- Investment strategies
- Active Listening Skills
Accomplishments
- Swam The English Channel at age 16
- Bachelor of Commerce and Bachelor of Psychology
- Women's NSW Cricket Representative
- Open Age Swimming Champion at Geelong Grammar, 2016
- Swimming Captain of Geelong Grammar, 2016
- Participated in the 'Walk for Kidney Health Australia',
- Ran Timbertop Marathon at age 14
Timeline
Investment Analyst
Goldman Sachs
06.2023 - Current
NSW Young Property Professional Committee
Australian Property Institution
11.2022 - Current
Investment Analyst
151 Property - Blackstone Portfolio Company
08.2021 - 06.2023
Intern to Director and Financial Planner
Axiom Capital Management
12.2020 - 07.2021
High School Diploma -
Geelong Grammar School
SCEGGS Darlinghurst
References Available On Request.
Bachelor of Commerce, Bachelor of Psychology
Macquarie University
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