Overview
Work History
Education
Interests
Timeline
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Jamie Sutherland

Malvern East,VIC

Overview

5
5
years of professional experience

Work History

Vacationer, M&A Transaction Services

PwC Australia
11.2023 - 02.2024
  • Was part of a team preparing a vendor due diligence report for a top 10 AUM private equity client
  • Conducted industry research to understand market trends, competitive landscape, and potential synergies in the context of the deal
  • Communicated professionally with the project team ensuring high quality deliverables were being output in a timely manner
  • Completed extensive online training modules relating to the M&A diligence process
  • Populated slide decks for the vendor due diligence report using company styling
  • Significantly increased efficiency within MS Excel using keyboard shortcuts and equations to save time.

Investment Director

Monash Student Managed Fund
06.2024 - Current
  • Managed two teams of analysts to conduct detailed financial modeling and valuation analyses, facilitating informed decisionmaking.
  • Provide feedback to analysts’ investment thesis and financial models.
  • Ensure teams meet key deliverables.
  • Deliver investment pitch to industry judges.
  • Make key decisions and recommendations throughout the equity research process.

Financial Planning Assistant

Wilson Pateras Accountants & Advisors
03.2023 - Current
  • Prepared client portfolio summaries in excel
  • Drafting and editing business documents such as proposals, correspondence, and contracts
  • Communicated with clients and professionals on behalf of the planners via email and telephone
  • Providing administrative support to accountants and financial planners
  • Preparing ASIC statements and investment strategy documents
  • Scanned documents and saved in database to keep records of essential organisational information.

Retail Assistant & Basketball Referee

Various Employers
06.2019 - 03.2023
  • Managed a two-day basketball tournament with a cash prize
  • Managed high-stress situations using calming techniques with basketball fans
  • Made judgment calls on unsportsmanlike behaviour and other violations.
  • Greeted customers and helped with product questions, selections, and purchases.
  • Built rapport with customers to help provide the best possible customer service experience.

Retail Sales Assistant

Ritchies IGA
03.2021 - 03.2023
  • Greeted customers and helped with product questions, selections, and purchases
  • Used POS system to process sales, returns, online orders, and gift card activations
  • Helped customers complete purchases, locate items, and join reward programs
  • Organised store merchandise shelves and displays to promote and maintain visually appealing environments
  • Increased sales by offering advice on purchases and promoting additional products
  • Opened and closed store independently and prepared nightly bank drop for manager.

Education

Bachelor of Commerce - Economics & Econometrics

Monash University
11.2024

Bachelor of Finance -

Monash University
11.2024

St Kevin's College Toorak
11.2020

Interests

  • Competitive Tennis
  • Travel
  • Mechanical Watches
  • Golf
  • Fitness
  • Technology

Timeline

Investment Director

Monash Student Managed Fund
06.2024 - Current

Vacationer, M&A Transaction Services

PwC Australia
11.2023 - 02.2024

Financial Planning Assistant

Wilson Pateras Accountants & Advisors
03.2023 - Current

Retail Sales Assistant

Ritchies IGA
03.2021 - 03.2023

Retail Assistant & Basketball Referee

Various Employers
06.2019 - 03.2023

Bachelor of Commerce - Economics & Econometrics

Monash University

Bachelor of Finance -

Monash University

St Kevin's College Toorak

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Jamie Sutherland