Rhys Cahill
Beaumaris,VIC
Summary
Results oriented senior executive with a proven track record in building, developing, and leading teams to achieve exceptional results. Successfully drives business growth and scales businesses through strategic planning. Experienced in establishing new businesses, teams, and products in complex regulatory environments, consistently delivering outstanding outcomes. Demonstrates a proven ability to significantly improve operational efficiency and effectively lead teams in challenging environments. Skilled in financial management, operational excellence, and stakeholder engagement. Known for reliability and effective business and people leadership.
Overview
25
25
years of professional experience
Work History
MANAGING DIRECTOR & COMPANY DIRECTOR
COOPER INVESTORS
03.2023 - 08.2024
- Leadership of the business & functions: Investment, Marketing, Distribution, Trading, Quant & Data, I.T, Risk/Compliance, Finance/CFO, Middle Office, Operations, People & Culture & Administration
- Preparation of strategic initiatives, annual budgets and financial plans
- Full P&L responsibility across the business
- Development of Product & Distribution Strategy across Institutional & Private Wealth channels
- Developing, communicating and implementing strategies and plans to achieve key organisational objectives
- Leadership of the executive team
- Ongoing identification of process improvements
- Leading all Commercial & Contract negotiations
- Managing key stakeholder & client relationships
- Accountability for the development and implementation of policies and procedures
- Ensuring the portfolio managers and analysts are fully resourced with the best procedures, technology and training
- Identifying and capturing all growth opportunities with existing funds
- Building, maintaining and leveraging intelligence on trends and themes in the global funds management industry
- Overseeing the successful implementation of all major projects
- Recent projects include: Restructure and rebuild of the Distribution Team, Custody Migration of all funds from NAS to Citi, Registry migration from IRESS to Automic, Migration and Implementation of a new Portfolio & Order Management System and a new Execution Management System, Offshoring of Research & Marketing tasks to dedicated analysts based in India, Promoting and maintaining an appropriate industry profile, Leadership and promotion of a culture of constant innovation and improvement across all parts of the business
- Company Director of all Cooper Investors registered companies
- Committee member of the Office of the Chief Investment Officer, Executive Committee (Chair), Risk & Compliance Committee, Philanthropic Committee, People Committee & ESG Committee
- Increased overall company performance by implementing strategic management initiatives and streamlining operations.
- Managed risk effectively by instituting comprehensive mitigation strategies across the organization''s operations.
- Achieved substantial cost reductions by renegotiating supplier contracts and optimizing supply chain logistics.
- Achieved regulatory compliance across all business operations by developing robust policies and procedures.
- Managed large-scale projects to completion on time and within budget constraints, ensuring optimal resource allocation throughout the process.
- Identified client opportunities for new business proposals and developed sales plans for each target account.
- Developed high-performing teams through targeted recruitment efforts, performance evaluations, and professional development opportunities.
- Improved decision-making processes, implementing data analytics tools that provided actionable insights across departments.
- Cultivated a strong organizational culture built on integrity accountability teamwork which resulted in higher retention rates among staff.
- Developed comprehensive business plans, outlining long-term goals and actionable steps toward success.
CHIEF OPERATING OFFICER & GENERAL MANAGER
TALARIA CAPITAL
11.2020 - 03.2023
- Leadership & Management oversight of all financial, operational, legal, risk & compliance functions
- Leadership & Management of the Distribution (Sales) Team
- Annual and on-going strategy development across the business
- Full P&L responsibility across the business
- Responsibility for all contract negotiations and vendor relationships
- Manage and execute all strategic and regulatory initiatives, new products and process improvements
- Successfully launched and managed two Exchange Traded Funds (actively managed, dual access ETF's) including relationships with Market Makers, iNAV Calculation agents and CBOE Australia
- Staff leadership (including performance appraisals, staff development & recruitment)
- Company Secretary duties for all regulated entities
COO, GLOBAL MARKETS AUSTRALIA & SOUTHEAST ASIA EQUITIES
BANK OF AMERICA MERRILL LYNCH
11.2012 - 11.2020
- Management oversight of Equities in Australia & Southeast Asia (Singapore, Thailand, Indonesia, Philippines, Vietnam & Malaysia)
- Fixed Income, Currencies & Commodities (FICC) for Australia
- Annual and on-going strategy development across all LOB's
- P&L responsibility across Global Markets
- Budget setting across all LOB's
- Oversight of all regulatory reporting across Equities & FICC
- Primary Global Markets management contact for all regulators including ASIC, APRA, ASX & Chi-x
- Account Management of Institutional and corporate clients (Aus & Asia)
- Development of client specific budgets and strategies
- Development of Client analytics and management reporting
- Equity Management responsibility for all Equity Capital Markets/Investment Banking transactions
- Including capital raisings, buybacks & block trades
- Expense Management across Global Markets
- Manage and execute all strategic and regulatory initiatives, new products and process improvements across Global Markets
- Staff leadership and management (including performance appraisals, staff development & recruitment)
- Member of both the Equities and FICC management teams Member of the Asia Pacific COO management team
- On-going development of senior relationships with external clients, internal client's, industry peers and regulators
- Primary Global Markets management contact for all support functions
- Chairman of the of the Australian Financial Markets (AFMA) COO steering committee
- Member of the ASX Business Committee
- Member of the Merrill Lynch Australia Business Control Committee, Budget Committee, Risk Committee
- Formal mentoring arrangement of junior staff
- Oversight of all pre-trade risk controls for Australian Equities & Futures
CHIEF OPERATING OFFICER, EQUITIES
BANK OF AMERICA MERRILL LYNCH
10.2011 - 11.2012
- Management oversight of Equities
- Member of the Equities management team P&L oversight for all lines of business Responsibility for setting budgets
- Responsibility for management of all costs across Equities
- Staff management (including performance appraisals & recruitment)
- Primary Equities management contact for all support functions
- Primary Equities management contact for all regulators
- Responsibility for all client analytics and reporting including analysis of industry survey results
- Preparation of client specifics budgets and strategies
- Responsibility for driving all strategic and regulatory initiatives and process improvements across Global Markets
- Project management of all initiatives across Equities
EQUITIES BUSINESS MANAGER
BANK OF AMERICA MERRILL LYNCH
10.2009 - 10.2011
- Oversight of the following: Institutional Equity Sales & Trading, Derivatives Sales &Trading, Electronic, Portfolio, Delta1 Trading, Structured Product, Stock Loan
- Member of the Equities Management Team
- Responsibility for approval of all expenses within Equities
- Budget oversight
- Oversight of error handling and reporting
- Project management and responsibility for all new business initiatives within Equities
- Member of the Merrill Lynch Australia Business Control Committee, Business Management Forum & the Budget Committee
- Point of contact between the equities business and our key stakeholders inc Technology, Legal, Compliance, Finance, Risk, Operations
- Initiate and drive process and procedural enhancements Drive strategic and regulatory change
- Equities Business Continuity Plan Co-Ordinator
- Management of staff
MANAGER (VICE PRESIDENT) CORPORATE ACTIONS, EQUITY FINANCE & STOCK LENDING
BANK OF AMERICA MERRILL LYNCH
10.2007 - 10.2009
MANAGER, ASSISTANT VICE PRESIDENT CORPORATE ACTIONS
BANK OF AMERICA MERRILL LYNCH
05.2005 - 10.2007
TEAM LEADER, CGT SERVICES
PRAEMIUM PTY LTD
05.2002 - 05.2005
EQUITY & OPTIONS TRADING
COMMONWEALTH SECURITIES
07.2001 - 03.2002
BUSINESS ANALYST (CONTRACT)
MACQUARIE BANK
11.2000 - 07.2001
EQUITY TRADING
CHARLES SCHWAB
01.2000 - 11.2000
Education
MASTER OF BUSINESS ADMINISTRATION (MBA) -
DEAKIN UNIVERSITY
Melbourne, VIC12.2018
Skills
- Organisational leadership
- Transformative leadership
- Talent leadership & development
- Team leadership & collaboration
- Corporate & Board governance
- Organisational & Strategic planning
- Sales strategies & leadership
- Financial management
- Business planning & growth initiatives
- Performance & process improvement
- Data-driven decision making
- Regulatory compliance
- Recruiting top talent
- Operational excellence
Accomplishments
- Delivered a scalable business and investor platform by undertaking four transformative major initiatives. New share registry, new custodian, new portfolio & trading system, JV with outsourcing provider in India adding 5 headcount
- Built a new distribution team from the ground up growing FUM from $200m to $1b in 18 months
- Launched new funds, including ETF's to help grow FUM
Timeline
MANAGING DIRECTOR & COMPANY DIRECTOR
COOPER INVESTORS
03.2023 - 08.2024
CHIEF OPERATING OFFICER & GENERAL MANAGER
TALARIA CAPITAL
11.2020 - 03.2023
COO, GLOBAL MARKETS AUSTRALIA & SOUTHEAST ASIA EQUITIES
BANK OF AMERICA MERRILL LYNCH
11.2012 - 11.2020
CHIEF OPERATING OFFICER, EQUITIES
BANK OF AMERICA MERRILL LYNCH
10.2011 - 11.2012
EQUITIES BUSINESS MANAGER
BANK OF AMERICA MERRILL LYNCH
10.2009 - 10.2011
MANAGER (VICE PRESIDENT) CORPORATE ACTIONS, EQUITY FINANCE & STOCK LENDING
BANK OF AMERICA MERRILL LYNCH
10.2007 - 10.2009
MANAGER, ASSISTANT VICE PRESIDENT CORPORATE ACTIONS
BANK OF AMERICA MERRILL LYNCH
05.2005 - 10.2007
TEAM LEADER, CGT SERVICES
PRAEMIUM PTY LTD
05.2002 - 05.2005
EQUITY & OPTIONS TRADING
COMMONWEALTH SECURITIES
07.2001 - 03.2002
BUSINESS ANALYST (CONTRACT)
MACQUARIE BANK
11.2000 - 07.2001
EQUITY TRADING
CHARLES SCHWAB
01.2000 - 11.2000
MASTER OF BUSINESS ADMINISTRATION (MBA) -
DEAKIN UNIVERSITY
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