Amy heads up the migration and business advisory practice at Evolve Lawyers. She speaks English and Mandarin.Described as both extroverted and empathetic, Amy finds her work deeply satisfying and brings energy and positivity to every part of her role.With additional experience in the banking and finance industry, she’s perfectly placed to help clients migrate to Australia, invest in Australia, run businesses in Australia – and generally pursue their objectives in a foreign country. Outside of work, Amy has a regular running schedule and is an avid reader.

Key responsibilities:o Client management: responsible for engaging with and managing research for two key dealer groups within ANZo Research: sourcing best of breed managers for ANZ Wealth's global Approved Product Listo Model Portfolio: design and monitor model portfolios for clients

Key responsibilities:o Building Alternative Investment (AI) capability for ANZ Private and Trustees: building internal IDPS platform to house institutional quality AI investments for Private clientso AI Research: sourcing the best-of-breed managers in Private Equity, Hedge Funds, Domestic Unlisted Real Estate, Global Real Estate, Infrastructure, Commodity and Insurance Linked Investmentso Product marketing: designing of marketing materials and client presentations of product offerings

Key responsibilities:o Alternative Investments (AI) Research: sourcing the best-of-breed managers in Private Equity, Hedge Funds, Domestic Unlisted Real Estate, Global Real Estate, Infrastructure, Commodity and Insurance Linked Investments o AI Implementation: implementing selected AI opportunities including deal negotiations with managers, product packaging (pricing, offering terms and delivery vehicle) and marketing material developmento Long-only Investments Research: sourcing the best-of-breed managers in Australian Equities, International Equities, Australian Fixed Income and International Fixed Incomeo Long-only Investment Product Maintenance: ongoing optimization of the evaluation process (both qualitative and quantitative)o Model Portfolio Development: ongoing optimization of the asset allocation and manager selectiono Model Portfolio Management: performance attribution analysis and monthly reporting

Key responsibilities:o Graduate Program: rotated across both the banking and advisory frontline teamso Banking Team: assisted with revenue growth initiatives, conducted transactions on behalf of the clients (both domestic and international)o Advisory Team: assisted with client relationship management and investment planning

Key responsibilities:o Trade Booking: through online trading platformso Settlements: liaising with prime brokers to ensure an accurate and timely settlemento Compliance: liaising with offshore offices on compliance and legal issueso Portfolio Position Monitoring: continuous cash and portfolio position monitoring arising from high turnover and internally leveraged nature of the trading strategy