Andrew Dunlevie Email & Phone Number

Melbourne, Vic, Au

Melbourne

Reported to CFO | Head of Investment Management ServicesIntegration Project Lead for the transitioning of Omega’s operational and corporate processes to Pinnacle and Plato.Achievements:● Project Management: Successful comprehensive integration and streamlining of operational processes and systems from existing Omega framework to new Pinnacle/ Plato frameworks.● Process Integration: Project involved transferring and adapting procedures, methodologies, and resources to ensure efficient and uninterrupted functioning within existing and new frameworks.● Technology Migration: Oversaw the transfer of technological platforms, software systems, and IT infrastructure from existing to new frameworks. Successful project migration ensured minimal impact to ongoing trading capabilities.

Melbourne, Australia

Member of the Executive Team | Reported to Managing DirectorResponsible for maintaining stakeholder relationships and overseeing Investment Operations, Compliance, Performance Reporting, and Corporate Finance functions to ensure operational compliance. Directed audits, managed portfolio transitions, and oversaw daily valuation and settlement processes across multiple asset classes.Achievements:● Operational Management: Maintained a high level of success in the operational of multi-asset classes via combination of attention to detail, proactive risk management strategies, technology, and strong relationships.● Critical Thinking : Provided timely and informed decisions through effective operational and compliance projects. Developed timelines, reviewed documentation, and provided recommendations to senior management, ensuring superior service and regulatory adherence.● Stakeholder Management: Cultivated strong relationships with brokers, custodians, responsible entities, auditors, and clients, facilitating effective annual corporate audits and audits. Prioritised exceptional client service, ensuring successful audits and maintaining vital custodian relationships for operational efficiency.● Coaching & Developing Others: Developed a multi-skilled team by fostering a collaborative learning environment. Involved team members in meetings, knowledge sharing activities, and delegated responsibilities, resulting in reduced keyman risk and career advancement opportunities for team members.

Reported to Managing Director, Head of Business Development & Operations Responsible for Portfolio Valuation, Unit Pricing, Compliance, and Performance Reporting. Managed daily/monthly portfolio reconciliations, month-end reporting, and annual statutory/regulatory reporting. Oversaw annual audit processes, reviewed IMAs and Trusts Service Level Agreements, and communicated with third-party providers.Achievements:● Foundation Team Member: assisted in building Alpha Investment Management to excess of $3b AUD FUM.● Operational Audits: Responsible for annual audits - Australian Investment Performance Standards (GIPS) and Internal Controls audit (GS007).

Education record

Bachelor Of Business, Banking & Finance