Summary
Overview
Work History
Education
Skills
Accomplishments
Extra-Curricular Activities
Timeline
Generic

Lachlan Fellowes

Summary

To leverage my skills developed through studies and previous work experience to develop into an experienced finance professional. I am passionate about pursuing a career within the finance industry, with a goal of utilising my financial knowledge as well as my passion surrounding M&A, asset management as well as risk management to grow and aid in achieving positive outcomes for clients and firms.

Experienced with managing projects and ensuring client satisfaction. Utilises analytical skills and strategic thinking to drive successful outcomes. Track record of effective teamwork and adaptability in dynamic environments.

Overview

8
8
years of professional experience

Work History

Wealth Operations Senior Associate

Macquarie Group
02.2024 - Current
  • Handled client accounts in an operational capacity, primarily concerned with processing outgoing transactions
  • Worked in a fast-paced environment with strict deadlines and requirements to meet client expectations
  • Ensured work was meeting both company and regulatory standards to high quality levels
  • Handled a significant number of cases each day
  • Assisted in the selling of assets, consolidation of funds and closing of client accounts
  • Became experienced across all processes and an important member of the team ultimately resulting in a promotion after my first 12 months in the role

Outdoor Furniture Sales Associate

Bay Gallery & United House Furniture
09.2019 - 02.2024
  • Offered friendly and efficient service to customers, handled challenging situations with ease.
  • Aided in both sales in a retail environment and in warehousing and stock level management
  • Edited and managed stock into inventory management system as stock was received or sold
  • Handled several calls per day to address customer inquiries and concerns.

Data Analysis Intern

BT Financial Group
08.2023 - 11.2023
  • Assisting with compiling and analysis of financial data
  • Interpretation of compiled data for use in subsequent reports
  • Aid in developing financial models and forecasts to help with decision-making.

Customer Service Cashier

Woolworths
09.2017 - 08.2019
  • Utilized POS system to handle customer cash and credit card transactions.
  • Monitored self-checkout systems and provided help in resolving complex problems.
  • Arranged and replenished service desk displays and merchandise racks to maintain appearance of store.
  • Operated cash register to record transactions accurately and efficiently.
  • Answered product questions using knowledge of sales and store promotions.

Education

Bachelor of Economics and Bachelor of Applied Finance -

Macquarie University
11.2023

International Baccalaureate Diploma - undefined

St Paul’s Grammar School
11.2019

Skills

  • Financial Modelling
  • Financial and statistical data analysis
  • Significant Sales Experience
  • Client Relations
  • Stakeholder communication
  • Financial Economics
  • Time management
  • Attention to detail
  • MS office
  • Training and mentoring
  • Performance monitoring

Accomplishments

  • Duke of Edinburgh (Bronze Award)
  • Duke of Edinburgh (Silver Award)

Extra-Curricular Activities

Play Soccer for Blue Mountains Men’s Premier League Squad Play Guitar in a Band Basketball Snow-skiing Waterskiing Running

Timeline

Wealth Operations Senior Associate

Macquarie Group
02.2024 - Current

Data Analysis Intern

BT Financial Group
08.2023 - 11.2023

Outdoor Furniture Sales Associate

Bay Gallery & United House Furniture
09.2019 - 02.2024

Customer Service Cashier

Woolworths
09.2017 - 08.2019

International Baccalaureate Diploma - undefined

St Paul’s Grammar School

Bachelor of Economics and Bachelor of Applied Finance -

Macquarie University

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Lachlan Fellowes