Hi, I’m
Shane Cavill
Chippendale,NSW
Summary
Dedicated and analytical Financial Services professional with 5+ years experience across Pension & Investment Operations, Advice Research & Asset Management. Proven track record in meeting organisational goals through strategic project management, precise data & analytics and a collaborative approach to stakeholder management.
Overview
5
years of professional experience
1
Certification
Work History
MLC Asset Management
Consultant, AM Distribution Data and Analytics
11.2023 - Current
Job overview
- Production of sales data reporting, insights & a range of other analytical and data calculation tasks that assist with the Asset Management sales function.
- Production of sales data reporting, insights & a range of other analytical and data calculation tasks that assist the Asset Management sales function.
- Managing data request from a variety of Research Houses and Consultants for a variety of MLC AM funds including Multi-Asset Multi Manager (MultiActive, MultiSeries, Inflation & Index) MLC Single Sector Multi-Manager (International Equities, Australian Equities, AUS FI, Int FI & Direct/Listed Property), Boutiques (Antares Capital, Intermede, Altrinsic & Fairview Equities Partners) & MLC Private Equity.
- Providing input to the institutional prospect sales process, conducting peer analysis using quantitative and qualitative research methods.
- Population of portfolio data across proprietary Institutional databases such as eVestment, Preqin, JANA & Mercer GIMD.
- Managing the calculation and processing of rebates for MLC Asset Managements distribution partners.
- Completing Research House Data request for MLC Super Fund & ANZ Smart Choice Superannuation products.
- Assisting with the preperation of the Superannuation Trustee Investment Commitee reporting.
Insignia Financial Pty Ltd
Associate Analyst, Research Operations
06.2022 - 11.2023
Job overview
- Provided phone and email-based investment research support to key internal and external stakeholders.
- Ad-hoc provision of accurate qualitative and quantitative investment information, including regular monitoring of investments.
- Conducted research and due diligence on Managed Funds, assisted with Fund Manager review meetings.
- Assistance in co-ordination & distribution of Research communications to Advisers.
- Managed the Research offering for the dealer-to-dealer service for independent Financial Advisers IOOF Alliances.
- Experience writing change request documents detailing proposed changes, its justification and potential business impacts.
- Developed skills in business analysis and project management by leading internal projects for the Research Operations Team. Implementing new processes across the Portfolio Construction, Listed Equities and Managed Funds Research teams.
- Built Power BI Dashboard to assist with monitoring Insignia Financial Dealer Group Funds Under Management and Approved Product List (APL).
ANZ Wealth
Adviser Payment Services Consultant/Specialist
03.2020 - 07.2022
Job overview
- Investigating complex commission enquiries from Advisers and Dealer Groups, resolving requests within agreed time frames.
- Calculating and processing manual commission clawbacks and payments.
- Extracting reports from SAP BusinessObjects to validate data across our systems. Running macros to automate weekly and monthly remuneration report send outs to Dealer Groups.
- Reconciliation and monitoring of commission payments to our Dealer Groups using a variety of IT systems across the business.
- Extracting historic data from a variety of Wealth Management systems to provide to Advisers and Dealer Groups.
- Liaising with Dealer Groups to setup distribution agreements, from sending product issue agreements to be executed to setting up the Dealer Groups across all OnePath Systems.
- Processing Superannuation withdrawals for ANZ Smart Choice Product.
ANZ Wealth
Customer Service Consultant
08.2019 - 02.2020
Job overview
- Provided phone and email-based investment research support to key internal and external stakeholders.
- Ad-hoc provision of accurate qualitative and quantitative investment information, including regular monitoring of investments.
- Conducted research and due diligence on Managed Funds, assisted with Fund Manager review meetings.
- Assistance in co-ordination & distribution of Research communications to Advisers.
- Managed the Research offering for the dealer-to-dealer service for independent Financial Advisers IOOF Alliances.
- Experience writing change request documents detailing proposed changes, its justification and potential business impacts.
- Developed skills in business analysis and project management by leading internal projects for the Research Operations Team. Implementing new processes across the Portfolio Construction, Listed Equities and Managed Funds Research teams.
Education
University of WollongongWollongong
Bachelor of Commerce from Accounting
11.2019
University Overview
- Relevant Coursework Completed: Advanced Corporate Finance, Financial Markets & Institutions, Investment Analysis & Principles of Responsible Commerce.
TAFE NSW, South Western Sydney InstituteCampbelltown
Diploma from Information Technology System Administration
11.2013
Skills
- Requirement Gathering
- Project Management
- Qualitative & Qualitative Research Skills
- User Accepting Testing
- Integration
- Agile Methodologies
- Business Analysis
- Business Process Improvement
- Data Analysis
- Financial Analysis
- Jira
Hard Skills
Techniques
Tools and Software
- Salesforce Lightning
- Intermediate Excel (Xlookup, Vlookup, Pivot Tables etc)
- Power BI
- PowerPoint
- Salesforce Marketing Cloud
- MorningStar Direct
- Lonsec
- EVestment
- GIMD
- DiligenceVault
- Preqin
- SAP BusinessObjects
- Xplan
Certification
- Beginner's Guide to Agile in Jira - Atlassian
- RG146 Tier 1 Life Insurance | General Advice - Kaplan
- RG146 Tier 1 Generic Knowledge - Kaplan
- RG146 Tier 1 Superannuation | General Advice - Kaplan
Timeline
Consultant, AM Distribution Data and Analytics
MLC Asset Management
11.2023 - Current
Associate Analyst, Research Operations
Insignia Financial Pty Ltd
06.2022 - 11.2023
Adviser Payment Services Consultant/Specialist
ANZ Wealth
03.2020 - 07.2022
Customer Service Consultant
ANZ Wealth
08.2019 - 02.2020
University of Wollongong
Bachelor of Commerce from Accounting
TAFE NSW, South Western Sydney Institute
Diploma from Information Technology System Administration
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