Kieran Toms
Sydney,Australia
Summary
Results-driven Senior Portfolio Manager with over 18 years of experience in funds management, part of a team managing over $30 billion in global markets at RQI Investors. Proven track record of generating consistent outperformance through strategic pre-trading and effective use of derivatives, achieving performance ratings of highly recommended by major asset consultants. Expertise in risk management, strategic asset allocation, and performance analysis has led to superior portfolio returns while maintaining strong client relationships. Aiming to leverage extensive experience to enhance investment strategies and drive positive outcomes for clients.
Overview
19
19
years of professional experience
Work History
Senior Portfolio Manager
RQI Investors
01.2019 - 10.2024
- Contributed to managing $30 billion in FUM within a 17-person team for global markets.
- Managed over $9 billion in Funds Under Management across Australia and New Zealand.
- Repeatedly delivered top-quartile performance on all mandates across one, three, and five-year spans.
- Implemented value-added initiatives when opportunities arose.
- Maintained focus on client objectives while managing risks.
- Incorporated both quantitative and qualitative data to achieve sustained results.
- Generated outperformance enabled RQI to secure ~$1.5 billion in new contracts.
- Devised and executed a comprehensive proxy voting policy for team-managed strategies.
- Transitioned various client mandates across Australia and New Zealand to core strategies.
- Implemented strategies that transitioned from active to passive quickly.
- Completed month-long transition of very illiquid portfolios into client investments.
- Utilized pre-trade analysis, dark pools, and crossings.
- Key responsibility in managing cash effectively while assessing risks amid transitions.
- Served on investment committee for all Australian and NZ-based funds.
Portfolio Manager
Colonial First State
01.2011 - 01.2018
- Managed an extensive passive fund covering Australia and New Zealand.
- Received high ratings from all major asset consultants for all strategies.
- Supported passive index strategy by trading when needed.
- Handled proxy voting tasks.
Analyst
Colonial First State
01.2006 - 01.2010
- Various roles including:
- Analyst, Australian Small Companies team
- Graduate, Global Listed Infrastructure team
- Graduate, Colonial First State Investment team
Education
Bachelor - Finance and Financial Management Services
LaTrobe University
01.2006
Skills
- Portfolio management
- Investment Portfolio Optimization
- Client Relationship Development
- Effective Presentation Skills
- Trading strategies
- Responsible Investment Strategies
Timeline
Senior Portfolio Manager
RQI Investors
01.2019 - 10.2024
Portfolio Manager
Colonial First State
01.2011 - 01.2018
Analyst
Colonial First State
01.2006 - 01.2010
Bachelor - Finance and Financial Management Services
LaTrobe University
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