Callum Yule, Cfa Email & Phone Number

Melbourne, Victoria, Australia

• Career break hiking the Te Araroa, Bibbulmun, Larapinta and Heysen trails.
• Total distance hiked was 4000+km over six months.

Melbourne, Victoria, Australia

• coordinated, reviewed, analysed and reported the key metrics of a $600m unlisted property fund.
• managed fund cashflow on a day-to-day basis to meet obligations.
• reviewed monthly management accounts, to ensure accuracy of fund model inputs.
• managed a $300m debt facility, including ensuring compliance with loan covenants.
• created a cost-to-complete schedule to forecast and track the capital expenditure of two shopping centre developments.

Melbourne, Victoria, Australia

• Researching and producing a case to invest for two unlisted infrastructure managers, including one that specialised in energy efficiency projects. This involved meeting key investment personnel, writing meeting notes.
• Researching build-to-rent and digital infrastructure as emerging sectors, including analysing financial models of potential build-to-rent projects.
• Writing memos on specialist topics for client consumption, including ESG greenwashing and a proposal to take over management rights of a fund.
• Preparation of research presentations for conferences and Frontier’s consulting teams.

Melbourne, Australia

• Analysis of property and infrastructure assets to determine their appropriateness for retail investors.
• Comparing fund managers and their research processes to rate the quality of different managed funds.
• Communicating the rating for a given fund, and the reasons for it, in published research reports.

Melbourne, Australia

• Ensuring accuracy and consistency of reporting to the Roads Minister.
• Evaluating business cases and liaising with VicRoads to ensure that the reports were sufficiently well prepared to be submitted.

Auckland, New Zealand

• This role chiefly involved project management responsibilities and communicating policy positions related to tolling congested roads in Auckland. More specifically duties included:
• enabling internal organisational agreement to be reached, by drafting memos on what positions to take on road pricing.
• contributing to timely project delivery through project planning and management support, identifying capability gaps and needs, monitoring project risks, chairing meetings, and delegating project actions.
• reaching a consensus on road pricing demonstrations, by negotiating with other central and local government agencies.
• providing advice on adapting business processes in order to enable the introduction of the Housing Infrastructure Fund.

Auckland, New Zealand

• I assessed and analysed the viability of planned transportation projects in New Zealand. More specifically this included:
• ensuring a robust decision-making process for transportation projects by analysing the project from a variety of perspectives including, strategic, economic, financial and feasibility of use.
• obtaining insights to solve practical problems, by researching reports, financial statements, industry experts and internal databases.
• answering queries from inside the business, by manipulating data using excel.
• communicating information in both written and spoken form to experts and non-experts.

Bachelor Of Applied Economics (Bapplecon), Economics

Activities and Societies: Freyburg Rugby Club, Massey University Young Farmers, Massey University Football Club. My studies focused on.

Education record

Completed NCEA levels one,two and three. Obtained an NZQA Scholarship in Economics