THOMAS DANIELS
Sydney,Australia
Summary
Analytical finance professional with experience across fund operations, private equity analysis, and derivatives markets. Strong background in financial modelling, valuation, and quantitative analysis, with hands-on exposure to transaction support and investment decision-making. Currently completing a Master of Applied Finance.
Overview
4
4
years of professional experience
Work History
Operations and Client Services Associate
Pallas Capital
Sydney, Australia
02.2025 - Current
- Supported daily operations and transaction processing for a $4bn+ FUM private credit platform
- Worked closely with investment and portfolio management teams on cash flows, liquidity, and reconciliations
- Built and optimised data models to improve reporting accuracy and efficiency
- Seconded to fund administration team, supporting large-scale data analysis and process improvement
Investment Analyst Intern
Lyngen Square
Sydney, Australia
02.2023 - 05.2023
- Performed company valuations, financial modelling, and due diligence for a private equity search fund.
- Created investment memoranda and origination pitch materials for potential acquisition targets.
- Analysed historical financial statements, cash flow projections, and market positioning.
Interest Rates Swaptions Broker Intern
Tradition Securities and Futures
Sydney, Australia
07.2022 - 08.2022
- Provided execution support for interest rate derivatives trading desks, facilitating efficient operations and decision-making; Ensuring high accuracy in order processing and timely resolution of issues to maintain operational efficiency
- Conducted market data collection and analysis to generate accurate pricing insights for brokers and clients.
Education
Master of Applied Finance -
University of New South Wales (UNSW)
Sydney, NSW11.2026
Bachelor of Economics -
Macquarie University
Sydney, NSW01.2025
Skills
- Advanced Excel skills
- Intermediate Python proficiency
- Data analysis and reporting
- Valuation techniques
- Regression analysis
- Risk modeling
- Fund administration
- Reconciliation processes
- Portfolio operations
- Bloomberg Experience
- Microsoft Office proficiency
Skills
- Excel (advanced),
- Python (Intermediate),
- Data analysis and Reporting
- Valuation,
- regression analysis,
- risk modeling,
- fund administration,
- reconciliation,
- portfolio operations,
- Bloomberg familiarity,
- Spanish (fluent),
- Microsoft Office products (adept)
Timeline
Operations and Client Services Associate
Pallas Capital
02.2025 - Current
Investment Analyst Intern
Lyngen Square
02.2023 - 05.2023
Interest Rates Swaptions Broker Intern
Tradition Securities and Futures
07.2022 - 08.2022
Master of Applied Finance -
University of New South Wales (UNSW)
Bachelor of Economics -
Macquarie University