Amelyn Foo Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

Melbourne, Australia

* Prepare and submit Credit Analysis reports for the companies within the assigned fixed income portfolio in order to gain credit limit approval. * Prepare monitoring reports for updating credit views in the Moody's GEM system and for annual credit portfolio reviews.* Research / investigate investment opportunities to enhance NII (Net Investment Income) by combining credit analysis, relative value analysis and sector views.* Sectors covered include: REITS, Consumer Staples, Consumer Discretionary, Telecommunications and Gaming in Australia and New Zealand.* Represent AIA at various industry gatherings and discussions with debt issuers and intermediaries.* Assist with policy and procedure development including assisting managing the work plan of regular reviews of investment and operational policies applicable to the overall portfolio and specific asset classes.* Evaluate private loan opportunities.* Team Risk Champion and First Aid Officer.

Melbourne, Australia

* Prepare Global Investment Update reports for SLT* Equity Research* Fund Manager Research - meeting with fund managers, review of performance and external advisor recommendations* Ethical and ESG screening applying Catholic values.* Financial modelling including asset allocation modelling, risk and return analysis, cash flow forecast and budgeting.

Melbourne, Australia

• End-to-end trade lifecycle management of the Investments Portfolio (circa $1b) in the Hi-Portfolio investment system, including trades, corporate actions, settlements and security pricing of listed and unlisted investments, across multiple asset classes, e.g equities, fixed income, unlisted international equities, unlisted property and SPI options on futures.• Prepare daily updates on Investment Portfolio asset allocations, valuations and market movements to the Chief Investment Officer and Portfolio Manager. • Manage daily cash flow to maximise investment returns and meet the financial obligations of the company. • Complete month-end reporting within set deadlines - Valuation Report, Management Report, Stress-Testing Models, and valuation of unlisted securities in the portfolioo Monitor, assess and review fund manager reports• Liaise with external brokers to ensure the company’s settlement obligations are met. • Liaise with fund managers to arrange for applications and redemptions.• Manage and co-ordinate off-market transfers of fixed income investments between Brokers.• Ensure CCI Asset Management deliverables are meto Valuation and unit-price sign-offo Management fee and fee rebates o Investor applications and redemptionso Periodic distributionso Liaising with Custodian – trade instructions and reconciliationo Investor holding statements and transaction statements.• Assist with performance reconciliations between Hi-Portfolio and Factset.• Author and maintain Back Office procedure documents. • Provide assistance to internal and external auditors facilitating periodical and year-end reviews.• Prepare, monitor and resolve investment audit and regulatory responses to audit findings. • Comply with the company’s compliance and risk management framework.

* Involved in preparing the Annual Operating Plan* Managed the Marketing Budget* Analysed data - consumer demographics and spending behaviour* Was responsible for Marketing of Prepaid Mobile Services including International Calls, International Roaming and targeted segment marketing* End-to-end marketing plan, including budgets, communications plan (print ads, radio commercials, tv commercials, POS materials, outdoor), execution of marketing activities and closure reports

* Month-end reporting* Responsible for Revenue Accounting and Management Reporting* Provided weekly updates to Head of Marketing on revenues* Involved in launch of new products and services - reporting, testing

Graduate Diploma In Applied Finance, Financial Markets

* Graduated in the top 10% of students (Kaplan Professional Honour Roll 2010)

Commerce, Accounting & Finance

Activities and Societies: Ormond College, OCF