James Corlett
Hillarys,WA
Summary
Results-driven financial professional with a solid foundation in accounting and finance with a strong desire to transition into asset management. Adept at analyzing financial data, optimizing client portfolios, and providing strategic advice to meet financial goals. Seeking to leverage my analytical skills and accounting expertise to excel in asset management.
Overview
5
5
years of professional experience
Work History
Associate
Integro Private Wealth (formerly BDO)
08.2023 - 08.2024
- Enhanced client satisfaction by effectively resolving complex portfolio and investment-related issues regarding appropriate investment selection and portfolio diversification.
- Contributed to the development and implementation of a quantitative screening process to optimize the rebalancing and investment selection of client stocks within their SMAs.
- Prepared and reconciled quarterly whole-of-wealth investment portfolio reports for high-net-worth clients, ensuring accuracy and alignment with financial objectives.
- Assisted in the interpretation and analysis of financial models to assess client capital adequacy for various investment types
Accountant
DFK Gooding Partners
02.2021 - 07.2023
- Derived valuations and reconciled client investments for year end financial statement preparation.
- Documented and reconciled transactions for cash, credit, fixed assets, accrued expenses, and line of credit, and prepared detailed schedules for each.
- Gathered financial information through public and private avenues for reconciliation of client investments and taxes.
- Collaborated with external auditors of client pension funds during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
Golf Course Assistant
Lake Karrinyup Country Club
03.2019 - 01.2021
- Assisted club members in preparation for their golf rounds
Education
No Degree - Chartered Financial Analyst
CFA Level 1 (August 2024 Exam, Result Pending)
Chartered Accountant - Accounting
Chartered Accountants Australia And New Zealand
03.2024
Bachelor of Commerce - Accounting And Finance
University of Western Australia
06.2020
Skills
- Performance reporting
- Stock market understanding
- Investment Management
- Cash Flow analysis
- Asset Allocation
- Portfolio Performance Analysis
- Global Investment Outlook
- Investment strategies
- Financial Modelling
- Microsoft Excel
Sport (Rugby)
I played at a high level as a junior in Perth and have captained multiple teams over the years. I no longer play, however am still a passionate supporter. I enjoy exercising to maintain my health and fitness
Timeline
Associate
Integro Private Wealth (formerly BDO)
08.2023 - 08.2024
Accountant
DFK Gooding Partners
02.2021 - 07.2023
Golf Course Assistant
Lake Karrinyup Country Club
03.2019 - 01.2021
No Degree - Chartered Financial Analyst
CFA Level 1 (August 2024 Exam, Result Pending)
Chartered Accountant - Accounting
Chartered Accountants Australia And New Zealand
Bachelor of Commerce - Accounting And Finance
University of Western Australia
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