Summary
Overview
Work History
Education
Skills
Hobbies and Interests
References
Timeline
Generic

Matthew Bassili

Melbourne,VIC

Summary

Dedicated financial markets professional with experience in providing portfolio solutions for HNW and Family Office clients. Skilled in working under pressure and adapting to new situations and challenges.

Areas of expertise and proven dealing include fixed income, currency and alternative assets. Focus is working with clients to expand their understanding of financial markets, while providing insight into portfolio risk management and construction.

Monash University Graduate with a Master of Applied Finance.

Overview

10
10
years of professional experience

Work History

Director – Direct Clients

Mason Stevens
05.2022 - Current
  • Primary role is to manage and grow new and existing client portfolios with exceptional customer service and investment insight.
  • Work with Managing Directors in analysis and distribution of private wholesale deals and investment strategies for Direct Client and Adviser relationships.
  • Work collaboratively with internal stakeholders to ensure deliverables are met and exceeded.

Associate Director – Investor Sales

National Australia Bank
01.2014 - 01.2022
  • Worked at NAB for 8 years, continuously excelling and achieving promotion. Evidenced by fact that I originally started in operations and developed into a leading front office dealer in financial market products.
  • As an Associate Director, my role entailed providing HNW and Family Office clients with execution services and alternatives to generate yield and manage risk through the use of derivatives
  • I was a key member of a small team that developed the business unit revenue 3x over a five-year period.

Education

Master of Applied Finance -

Monash University
Melbourne, VIC
11.2013

Bachelor of Business (Banking & Finance) -

Monash University
Melbourne, VIC
11.2011

AFMA

Kaplan

Skills

  • Strong financial markets background
  • Direct dealing with HNW and Family Office clients in bonds, currency products (including hedging), OTC equity derivatives and interest rate risk management
  • Relationship management skills
  • Client focused

Hobbies and Interests

  • Photography
  • Basketball
  • Travelling and learning about different cultures

References

Provided upon request.

Timeline

Director – Direct Clients

Mason Stevens
05.2022 - Current

Associate Director – Investor Sales

National Australia Bank
01.2014 - 01.2022

Master of Applied Finance -

Monash University

Bachelor of Business (Banking & Finance) -

Monash University

AFMA

Kaplan

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Matthew Bassili