Anna Schofield Email & Phone Number

Melbourne, Victoria, Australia

Sydney

As National Key Account Manager I am responsible for Retail Consultants, specifically achieving new ratings and improving the existing ratings of Challenger's Fidante and Annuity products. I also work closely with the implementation arms of Retail Consultants to improve product penetration on model portfolios.

As Head of Research & Platforms I was responsible for formulating and executing strategies for retail investment consultants, platforms accounts and fund of fund clients/prospects. My team of 3 was charged with achieving new product ratings, improving existing product ratings and increasing the penetration of AMPCI products/capabilities on the discretionary lists and multi-manager portfolios of national platforms.In this role I was a part of the Retail & Corporate leadership… Show more As Head of Research & Platforms I was responsible for formulating and executing strategies for retail investment consultants, platforms accounts and fund of fund clients/prospects. My team of 3 was charged with achieving new product ratings, improving existing product ratings and increasing the penetration of AMPCI products/capabilities on the discretionary lists and multi-manager portfolios of national platforms.In this role I was a part of the Retail & Corporate leadership team, and was also the graduate champion for the Global Client’s Division, responsible for leading recruitment and coordinating the 4 rotations which take place as part of the 2 year program. In 2013 AMP Capital selected me to be part of the Chief Executive Women Leaders program for senior women in over 30 of Australia’s top corporations. This program ran for 1 year and involved a formal monthly meeting, as well as informal mentoring and development opportunities. In early 2013 I also undertook a 3-day Project Management Course through the Australian Institute of Management. Show less

Melbourne, Australia

As Research & Fund of Funds Relationship Manager I was responsible for achieving new ratings and improving the existing ratings of Invesco products, as well as increasing the penetration of Invesco products on the approved product lists of national dealer groups, and the discretionary lists and multi-manager portfolios of national platforms. In this role I had a fulltime report – Platform Relationship Manager – who assisted me with these responsibilities. Additionally, I was a… Show more As Research & Fund of Funds Relationship Manager I was responsible for achieving new ratings and improving the existing ratings of Invesco products, as well as increasing the penetration of Invesco products on the approved product lists of national dealer groups, and the discretionary lists and multi-manager portfolios of national platforms. In this role I had a fulltime report – Platform Relationship Manager – who assisted me with these responsibilities. Additionally, I was a member of the Retail Sales Management Committee, a three person team which was responsible for setting the retail sales strategy. Show less

Mlebourne

As a Senior Investment Analyst within Garrisons my main responsibilities included the development and maintenance of an Approved Product List, the provision of asset consulting advice for Garrisons’ internal “Fund of Funds” product offering, including a seat on the 5Di Investment Committee, and regular speaking engagements at PD Days.

Melbourne, Australia

As a Research Analyst at Tandem (formerly Advisor Investment Services) I assisted in the development and maintenance of an Approved Product List and the provision of telephone support to advisers regarding portfolio construction, strategy and related financial planning issues. I also prepared and delivered presentations at state training days and conferences.

Melbourne, Australia

As a Graduate Trainee and then Economist within the Economic and Financial Policy area of the Department of Treasury and Finance I dealt with a large amount of quantitative data. I also assisted in the preparation of a range of reports on the Victorian economic situation and outlook, for presentations to the Treasurer, ratings agencies and other clients.

Graduate Diploma In Finance And Investments

Bachelor'S Degree, Economics, Degree With Honours

Education record