Callum Yule, Cfa Email and Phone Number
Callum Yule, Cfa work email
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Callum Yule, Cfa personal email
An analyst who presents easily digestible information at the right time. I provide financial and strategic analysis to individuals and organisations that need to make informed decisions in a timely manner.
Watershed Funds Management
View- Website:
- watershedgroup.com.au
- Employees:
- 4
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Senior Investment AnalystWatershed Funds Management Sep 2024 - PresentMelbourne, Victoria, Australia -
Career BreakHiking (Personal Goal) Jan 2024 - Jun 2024•Career break hiking the Te Araroa, Bibbulmun, Larapinta and Heysen trails.•Total distance hiked was 4000+km over six months.
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Portfolio AnalystAustralian Unity Wealth Sep 2022 - Dec 2023Melbourne, 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. -
AssociateFrontier Dec 2021 - Sep 2022Melbourne, 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 and presenting a paper to a decision-making committee. • 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. -
Investment AnalystLonsec Apr 2018 - Nov 2021Melbourne, 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. -
Reporting Analyst - Business CasesTransport For Victoria (Contractor) Dec 2017 - Feb 2018Melbourne, 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.
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Investment AdvisorNew Zealand Transport Agency Jun 2016 - Aug 2017Auckland, New ZealandThis 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. -
Graduate Investment AnalystNew Zealand Transport Agency Dec 2013 - May 2016Auckland, New ZealandI 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.
Callum Yule, Cfa Skills
Callum Yule, Cfa Education Details
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Massey UniversityEconomics -
Havelock North High School
Frequently Asked Questions about Callum Yule, Cfa
What company does Callum Yule, Cfa work for?
Callum Yule, Cfa works for Watershed Funds Management
What is Callum Yule, Cfa's role at the current company?
Callum Yule, Cfa's current role is Portfolio Analyst.
What is Callum Yule, Cfa's email address?
Callum Yule, Cfa's email address is ca****@****govt.nz
What schools did Callum Yule, Cfa attend?
Callum Yule, Cfa attended Massey University, Havelock North High School.
What skills is Callum Yule, Cfa known for?
Callum Yule, Cfa has skills like Econometric Modeling, Economic Analysis And Appraisal, Excel Data Analysis And Reporting, Economics, Policy Analysis, Finance, Quantitative Research, Economic Development, Econometrics, Investments, Research, Management.
Who are Callum Yule, Cfa's colleagues?
Callum Yule, Cfa's colleagues are John Linden, Hamish Kelso, Adam Rowley, Peter Truong.
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