Ruby Mason
Sydney,NSW
Summary
Dedicated finance professional with a strong foundation in economics and financial markets, gained through both academic coursework and work place experience. Currently working in the private wealth sector, I have developed expertise in equity markets, fixed interest, and financial planning. With strong client communication and problem-solving skills, I excel in collaborative environments and adapt quickly to evolving demands. I am eager to leverage my knowledge and experience to further develop my expertise and make a meaningful contribution to your team.
Overview
8
8
years of professional experience
Work History
Private Wealth Assistant
Ord Minnett
03.2024 - Current
- Support senior advisors by conducting thorough research and preparing detailed reports / portfolio reviews for client meetings.
- Monitor economic news and market developments, to include in report and email drafts.
- Facilitated communication between clients and advisors, ensuring smooth information flow.
- Draft in depth portfolio reviews including performance, market movement, superannuation review, estate planning, tax saving etc
- Daily point of contact for high net worth clients, answering calls and emails to assist with the ongoing management of their portfolios
Finance Coordinator
Sunshine Solar
06.2022 - 03.2024
- Worked within the commercial division leading client acquisition and managing the commercial sales team
- Conduct financial modelling and analysis to asses project feasibility for commercial clients.
- Build detailed financial models and developed them into tailored financial reports for potential commercial clientele.
- Present reports to both internal teams and clients, ensuring they understand the financial benefits of the projects
- Oversee a sales team of eight, setting targets and refining sales processes.
- Evaluating the viability of funding options
Sales Assistant
Sacred Hill Winery
01.2017 - 10.2019
- Worked for Sacred Hill Winery through out high-school, working in marketing campaigns and social media reach
- Organized functions alongside the companies Director of Events
Education
CFA - Level 1
CFA Institute
Sydney, NSW08-2025
Bachelor of Commerce - Finance And Economics
University of Canterbury
Christchurch, NZ11-2023
Bloomberg Market Concepts Certificate - Investments
Bloomberg
Christchurch, NZ06-2023
High School Diploma -
Woodford House
Hawkesbay, NZ12-2019
Skills
- Extensive experience with MS Office (excel, word, outlook etc)
- Financial Modelling
- Proficient coding skills (R Script and Python)
- Financial software
- Data entry
- Excellent communication skills (written and verbal)
- Research support
- Cash flow analysis
- Client communication
- Task prioritization
- Relationship building
Timeline
Private Wealth Assistant
Ord Minnett
03.2024 - Current
Finance Coordinator
Sunshine Solar
06.2022 - 03.2024
Sales Assistant
Sacred Hill Winery
01.2017 - 10.2019
CFA - Level 1
CFA Institute
Bachelor of Commerce - Finance And Economics
University of Canterbury
Bloomberg Market Concepts Certificate - Investments
Bloomberg
High School Diploma -
Woodford House
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