Jonah Payne
Gladesville
Summary
I am an optimistic, driven and hard-working young professional with a track record of providing valuable insights that drive business growth. I am experienced & passionate about wealth management with a history of working in brokering, accounting and sales. I am proficient in portfolio construction with demonstrated history of effective risk management skills and identifying market opportunities through technical and fundamental analysis. I am highly focused on team collaboration and achieving results while adapting to changing needs through strong analytical and communication skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Market Research Specialist
Tip Group
12.2024 - Current
- Improved product positioning for clients with in-depth competitor analysis and market segmentation.
- Assisted sales team in targeting key customer segments with customized value propositions based on market research insights.
- Partnered with clients to develop research objectives and design studies that addressed their specific business needs, resulting in more targeted and actionable recommendations.
- Streamlined data collection processes by implementing efficient survey methodologies and tools.
- Conducted primary research via surveys and interviews to gather valuable consumer feedback for product development.
- Contributed to new product development initiatives by identifying unmet consumer needs and emerging trends in the marketplace.
Investment Manager
SHAREWISE
02.2022 - 10.2024
- Key Responsibilities
- Acquiring Clients over the phone and in person
- Contributed to the marketing of the firm
- Live Webinars and Interviews with CEOs of ASX companies
- Managing 85 client portfolios single handily
- Acquired $10M FUM
- Training new staff
- Writing Stock Opportunity and Market Reports
KOSEC
01.2021 - 10.2021
- Key Responsibilities
- Acquisition of clients through over the phone sales
- Morning meetings
- Portfolio walkthroughs (explanation of reviews)
WILLIAM BUCK
09.2019 - 10.2019
- Company Overview: William Buck is a leading firm of accountants and financial advisors with offices across Australia and New Zealand
- Key Responsibilities
- Communications to the Australian Tax Office
- Excel spreadsheets
- Drafting client emails
- Internal administration tasks
- Internal meetings
- Exceeded goals through effective task prioritization and great work ethic
- Used Microsoft Word and other software tools to create documents and other communications
- Worked with customers to understand needs and provide excellent service
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution
- Work Experience- Year 10
Education
High School Diploma -
St Joseph's College
Hunters Hill, NSW12.2021
Skills
- Client Acquisition
- Portfolio Construction
- Uncovering client needs and recommending appropriate products or services
- Proficient understanding of Trading Software and Microsoft Excel
- Calculating statistical trading advantages
- Adept at problem solving and critical analysis
- Building relationships with co-workers and clients
- Research and Market understanding
Certification
- RG146
Timeline
Market Research Specialist
Tip Group
12.2024 - Current
Investment Manager
SHAREWISE
02.2022 - 10.2024
KOSEC
01.2021 - 10.2021
WILLIAM BUCK
09.2019 - 10.2019
High School Diploma -
St Joseph's College
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