Rhys Johnston
Summary
I hold a degree in Economics and possess a fervent interest in investing and financial markets. I am presently enrolled in the Master of Financial Technology program at The University of New South Wales. My proficiency lies in economic principles, financial data analytics and financial innovation through technology. I am resolutely dedicated to pursuing a career in investment research and wealth management.
Overview
3
3
years of professional experience
Work History
Research and Fund Analyst
Remara
11.2023 - Current
- Enhanced credit risk assessment by conducting thorough financial statement analysis and cash flow projections.
- Assisted in decision-making processes by presenting accurate, data-driven recommendations to stakeholders.
- Supported company expansion efforts through careful market research and competitive landscape assessments.
Equity Research Analyst Intern
Maqro Capital
09.2023 - Current
- Enhanced investment strategies by conducting thorough equity research and financial analysis.
- Provided actionable insights for portfolio management through comprehensive industry analysis and stock recommendations.
- Boosted client satisfaction with timely and accurate equity research reports, addressing market trends and investment opportunities.
- Developed financial models to forecast company earnings, valuations, and risk assessments for informed decisionmaking.
Research Associate
Stockhound
09.2023 - Current
- Assisting with the development of economic, statistical and financial models
- Conducting bottom-up and top-down analysis to generate investment ideas
- Portfolio analysis of five model portfolios including active, investing, exchange traded funds, dividends and small caps.
Investment Associate
Nextgen Ventures
09.2023 - Current
- Sourcing new companies for investments
- Developing and strengthening venture capital relationships
- Conducting due diligence on each company's team, market, product and traction.
- Increased portfolio company success by providing strategic guidance and operational support to management teams.
Private Equity Research Intern
Resilient Search Partners
04.2023 - 10.2023
- Conducting financial analysis of companies to locate acquisition opportunities
- Performing due diligence on target companies
- Building financial models to assess potential return on investment and value creation opportunities
- Monitoring portfolio companies and industry trends
- Sectors covered include healthcare, renewable technology, and agriculture.
Associate / Fund Reporting Analyst
Pinnacle Investment Management (ASX:PNI)
05.2022 - 09.2023
- Assisting the Investment Solutions team with fund comparison and blending reports to pitch products
- Responding to queries surrounding statement requests, investment portal access, administration, and investment structure
- Compiling and presenting data from a range of fund managers concerning investment performance, net asset valuations, market outlook, and corresponding media
Junior Administrator, Investment Research Assistant
Affluens360 Financial Group (Formerly InFusion360)
11.2020 - 05.2022
- Research and Analysis for Head Financial Adviser regarding Managed Funds, Listed Equities, Hybrids and ETFs
- Lonsec portfolio construction based on the advice of head financial adviser
- Implementation of statement of advice and records of advice.
Education
Master of Financial Technology -
University of New South Wales
06.2024
Bachelor of Economics -
Macquarie University
06.2022
High School Certificate -
Pacific Hills Christian School
RG146
Kaplan
Performance Attribution Certificate -
CFA
Portfolio Management Fundamentals, Corporate & Business Strategy And Financial Planning & Wealth Management, Introduction Into Financial Technology, Financial Analysis For Credit, Derivatives Fundamentals, Trading Using Technical Analysis, Fixed Income Fundamentals -
Corporate Finance Institute
Advanced Responsible Investment Analysis And Understanding Responsible Investment -
Principles of Responsible Investment
Student Fellow -
Startmate
Angel Investors Program -
UNSW
Skills
- Excellent Communication Skills
- Presentations
- Adaptability
- Microsoft Suite
- IRESS, Factset and Morningstar Direct
- Intermediate in Python
Timeline
Research and Fund Analyst
Remara
11.2023 - Current
Equity Research Analyst Intern
Maqro Capital
09.2023 - Current
Research Associate
Stockhound
09.2023 - Current
Investment Associate
Nextgen Ventures
09.2023 - Current
Private Equity Research Intern
Resilient Search Partners
04.2023 - 10.2023
Associate / Fund Reporting Analyst
Pinnacle Investment Management (ASX:PNI)
05.2022 - 09.2023
Junior Administrator, Investment Research Assistant
Affluens360 Financial Group (Formerly InFusion360)
11.2020 - 05.2022
Master of Financial Technology -
University of New South Wales
Bachelor of Economics -
Macquarie University
High School Certificate -
Pacific Hills Christian School
RG146
Kaplan
Performance Attribution Certificate -
CFA
Portfolio Management Fundamentals, Corporate & Business Strategy And Financial Planning & Wealth Management, Introduction Into Financial Technology, Financial Analysis For Credit, Derivatives Fundamentals, Trading Using Technical Analysis, Fixed Income Fundamentals -
Corporate Finance Institute
Advanced Responsible Investment Analysis And Understanding Responsible Investment -
Principles of Responsible Investment
Student Fellow -
Startmate
Angel Investors Program -
UNSW
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