Jade Newman
Brisbane
Summary
Results-driven professional with over four years in portfolio management and market analysis. Expertise in problem-solving and attention to detail has led to successful investment strategies and strong client relationships. Committed to maximising client satisfaction through strategic financial planning.
Overview
7
7
years of professional experience
Work History
Senior Portfolio Manager
McGrath
New Farm, QLD
07.2025 - Current
- Managed investment portfolios, ensuring alignment with client financial goals and enhancing client satisfaction.
- Met regularly with clients to discuss market trends, portfolio adjustments, and performance details, fostering strong client relationships.
- Collaborated with clients to develop tailored investment strategies.
- Analyzed market trends to inform strategic investment decisions.
- Coordinated with brokers, custodians, analysts, and auditors to streamline investment processes and ensure compliance.
- Participated in industry events such as conferences or seminars in order to stay up-to-date on latest developments in the field.
Property Manager
Ray White Wynnum/Manly
Wynnum, QLD
08.2021 - 09.2024
- Managed tenant relations, promptly resolving issues to enhance tenant satisfaction.
- Resolved tenant complaints efficiently, fostering positive relationships and maintaining high levels of tenant satisfaction.
- Coordinated property maintenance and repairs with service providers, ensuring timely resolution and optimal property condition.
- Conducted regular property inspections to ensure compliance and safety.
- Prepared and maintained accurate lease agreements and documentation.
- Implemented marketing strategies to attract potential tenants effectively.
- Trained new staff on property management policies and procedures.
Switchboard Operator
Queensland Health
Townsville, QLD
08.2019 - 09.2020
- Operated multi-line phone system, efficiently handling incoming and outgoing calls.
- Directed calls to appropriate departments and personnel efficiently.
- Delivered accurate information to callers about health services, enhancing caller experience.
- Managed high call volumes during peak hours, ensuring professionalism and timely assistance.
- Assisted with patient inquiries and directed them to relevant resources.
- Maintained confidentiality while handling sensitive information.
- Utilized electronic systems to log call details and track messages.
Education
Real Estate License
Validum Institute
Skills
- Portfolio management
- Investment strategy
- Market analysis
- Risk assessment
- Financial reporting
- Client relationship management
- Problem solving
- Attention to detail
Timeline
Senior Portfolio Manager
McGrath
07.2025 - Current
Property Manager
Ray White Wynnum/Manly
08.2021 - 09.2024
Switchboard Operator
Queensland Health
08.2019 - 09.2020
Real Estate License
Validum Institute