Jean-Claude Perrottet
Sydney
Summary
Dynamic professional with a diverse background spanning policy analysis in education, financial advisory services, business development, governmental policy advising, and sales. Adept at synthesizing complex information, identifying strategic opportunities, and implementing solutions to drive organizational growth and success. Proven ability to navigate multifaceted environments, collaborate effectively across teams, and deliver results that align with both short-term objectives and long-term strategic visions. Excels in leveraging analytical skills, industry expertise, and interpersonal acumen to tackle challenges and achieve desired outcomes in dynamic, high-pressure settings.
Overview
8
8
years of professional experience
Work History
Business and Policy Analyst
Catholic Schools NSW
05.2023 - Current
- Develop an in-depth understanding of key policy developments and resource trends regarding the education sector through research and analysis, using this expertise to provide strong intellectual input into high quality advice to the company and beyond
- Monitor and develop policy and published strategies on the performance of schools within the Catholic Education sector
- Support and manage strategic projects to improve approaches, to: delivery performance; assessing reform options or proposals; and implementing major financial management or other improvement initiatives.
- Developed data-driven policy recommendations for better decision-making and resource allocation.
- Participated in industry conferences and workshops as a subject matter expert to stay current on emerging trends in public policy analysis.
- Improved policy effectiveness by conducting comprehensive research and analysis on various issues.
- Developed policy briefs that summarized key findings from research activities, highlighting implications for future action and providing actionable recommendations for decision makers.
- Drafted and presented reports outlining policy actions.
Adviser
Medallion Financial
12.2021 - 01.2023
- Built and maintained relationships with clients to provide ongoing support.
- Providing accurate investment client advice; offering access to domestic and international equities; direct investments in high yield and investment grade bonds and fixed income securities
- Discussing clients’ current market exposure and delivering investment strategies based on market conditions that exceed client expectations
- Managing clients’ investment portfolios; executing trades; providing regular updates regarding the status of clients’ investment portfolios and informing them of new investment opportunities within the stock market and pre-IPO
- Facilitated communication and collaboration between departments to help business function smoothly.
- Planned, developed, and implemented strategies to convey information with key decision makers.
- Maintained up-to-date knowledge on industry trends, ensuring accurate advice was provided to clients at all times.
- Assisted in the development of training materials for new advisors, improving overall team performance.
- Trained new and existing employees on customer service best practices to improve overall customer handling skills.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Contributed insights during team meetings aimed at optimizing firm-wide processes and procedures for increased efficiency.
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
Analyst and Business Development Associate
Medallion Financial
01.2020 - 12.2021
- Managing the sales team; lead reporting, meetings, training and development
- Validated results and performed quality assurance to assess accuracy of data.
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Accurately evaluating financial reports
- Sourcing new clients through networking and cold calling
- Staying abreast with the latest financial news and literature
- Answering client enquiries proactively and in a professional manner
- Maintaining and building positive working relationships with intermediaries
- Identifying cross-sell opportunities regarding existing products.
Parliamentary Liaison and Policy Adviser
NSW Department of Premier and Cabinet
03.2019 - 12.2019
- Lead Political Strategist and Coordinator
- Finding pathways for Legislative Council endorsement of policy ideas or bills
- Working with other parliamentary offices and members to achieve ministerial goals
- Negotiating with opposing party members and cross-bencher's on behalf of the Minster around contentious amendments or Legislative Council bills
- Policy advice for small businesses and liaising with the Small Business Commissioner and the Department
- Researching policy data; briefing the Minister on the specifics of each program within the portfolio
- Stakeholder engagement including coordinating with industry representatives in policy changes and funding opportunities
- Parliamentary speech writing for the Minister of Finance as well as advising the Minister on political content for speeches and strategy for effective communication on the floor.
- Collaborated closely with department heads to identify opportunities for process improvement initiatives.
- Served as the primary point of contact, fostering strong relationships between internal teams and external partners.
Office Manager
Parliament of New South Wales
09.2018 - 03.2019
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained computer and physical filing systems.
- Managed office operations while scheduling appointments for department managers.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Coordinated special projects and managed schedules.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
Electoral Officer
Parliament of New South Wales
03.2018 - 09.2018
- Lead Political Strategist and Coordinator
- Finding pathways for Legislative Council endorsement of policy ideas or bills
- Working with other parliamentary offices and members to achieve ministerial goals
- Negotiating with opposing party members and cross-benchers on behalf of the Minster around contentious amendments or Legislative Council bills
- Policy advice for small businesses and liaising with the Small Business Commissioner and the Department
- Researching policy data; briefing the Minister on the specifics of each program within the portfolio
- Stakeholder engagement including coordinating with industry representatives in policy changes and funding opportunities
- Parliamentary speech writing for the Minister of Finance as well as advising the Minister on political content for speeches and strategy for effective communication on the floor.
Sales Agent and Trainer
One Contact
07.2016 - 01.2018
- Cold and warm calling for a range of charities; persuading individuals to donate to a range of charities on each phone call
- This role gave me the skills to actively listen to find objections and quickly work to solve those concerns
- Training new employees and providing constant continuous support
- This role included training new and struggling employees on how to become more persuasive in selling on the phone
- Liaising with team leaders and client representatives
- This role involved meeting with the charity representatives and updating them on the issues found in the day-to-day sales
- As well as working on scripts to help new employees increase their sales
- Developed strong relationships with clients through excellent customer service and regular followups.
- Assisted call-in customers with questions and orders.
- Increased sales and customer satisfaction through personalized servicing.
- Achieved top performer status within the company due to consistent high sales numbers.
- Leveraged CRM software to efficiently track leads, manage contacts, and monitor progress toward goals.
Education
Bachelor of Commerce - Finance
University of New South Wales - Sydney
12.2019
Certificate of Completion - Summer Course: Classical Tradition and Philosophy
Princeton University
Certificate of Completion -
Kaplan Professional
High School Diploma -
The Heights School
Maryland, United States05.2015
Skills
- Quantitative Analysis
- Government Expearience
- Policy compliance understanding
- Policy evaluation
- Qualitative Analysis
- Economic Analysis
- Policy analysis
- Database Management
Community Service
Service Project in Vietnam
- Built toilet blocks, renovated remote schools and family shelters.
St. Vincent De Paul’s ‘Vinnies Van’ Volunteer
- Feeding the poor and homeless.
Volunteering at Westmead Children’s Hospital, Bupa Aged Care Facility and ManorCare
Volunteer Farm Hand
- Spent a week in Griffith assisting understaffed farmers during harvest season.
Saint Vincent De Paul and Red Shield Appeal
Publications
- The Bull - 18 Share Tips, 12/19/22
- The Bull - 18 Share Tips, 09/26/22
- The Bull - 18 Share Tips, 04/25/22
- The Bull - 18 Share Tips, 05/30/22
References
Upon Request
Timeline
Business and Policy Analyst
Catholic Schools NSW
05.2023 - Current
Adviser
Medallion Financial
12.2021 - 01.2023
Analyst and Business Development Associate
Medallion Financial
01.2020 - 12.2021
Parliamentary Liaison and Policy Adviser
NSW Department of Premier and Cabinet
03.2019 - 12.2019
Office Manager
Parliament of New South Wales
09.2018 - 03.2019
Electoral Officer
Parliament of New South Wales
03.2018 - 09.2018
Sales Agent and Trainer
One Contact
07.2016 - 01.2018
Bachelor of Commerce - Finance
University of New South Wales - Sydney
Certificate of Completion - Summer Course: Classical Tradition and Philosophy
Princeton University
Certificate of Completion -
Kaplan Professional
High School Diploma -
The Heights School
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