ZACHARY JOHNSON

- Working on the integration of the acquired company's operating model design after Thoma Bravo's acquisition of Nearmap Ltd (AUD $1.055 billion).

- Creating slide decks and complex presentations which were delivered to C-suite level executives.

Investment Analyst: Worked as an analyst across 2 main funds, Manning Credit Opportunities Fund (RBA cash rate +10% target return, and the Manning Monthly Income Fund RBA cash rate +5% target return). Completing investment DD, individual asset analysis, loan pool analysis, lender DD and portfolio analysis.

Portfolio Integration: Advised clients on the effective integration of Manning Funds into their portfolios, optimizing diversification and expected returns.

Communication: Effectively communicated complex investment concepts and strategies, ensuring clients fully understood the potential risks and returns of their investments.

Compliance: Ensured all activities were in compliance with industry regulations and company policies, maintaining the integrity and reputation of the firm.

Senior Team Meetings Participation: Regularly attended senior meetings, actively participating in discussions regarding strategy and business critical decision-making.

Executive Level Engagement: Regularly liaised with heads of Australia's largest wholesale advice firms, demonstrating effective communication and relationship-building skills at an executive level.

Upselling and Cross-selling: Demonstrated skill in upselling and cross-selling products, increasing average transaction value. As a result, was 1st ranked salesperson across all stores from 2019-2022 and ranked 1st consistently in all incentives programs and KPI's.

Relationship Building: Cultivated lasting relationships with customers through excellent service, encouraging repeat business and word-of-mouth referrals.

Product Knowledge: Developed and maintained extensive product knowledge, including features, benefits, and optimal use of a wide range of specialist running equipment.