I am an Investment professional with over 2 years of experience, currently working in the Investments line of business at WTW. Currently based in Sydney, Australia, at present I am seeking opportunities to transfer to a London-based role in mid-2024 (I hold both Australian and UK citizenship).
I am a Level 1 CFA candidate who has a strong passion for working with institutional asset owners to help them improve the quality of their investment portfolios. I have worked with both advisory and fully delegated (OCIO) clients across all areas of the investment process – from agreeing on investment purpose/beliefs and setting investment objectives, to making investment strategy and portfolio construction decisions, as well as to improving portfolio implementation and monitoring.
MS Office suite, presenting to clients and prospects, financial statement and equity analysis, investment strategy & portfolio construction, financial modelling, commentary and report writing, portfolio management and stock selection.