Callum Yule, Cfa

Callum Yule, Cfa Email and Phone Number

Portfolio Analyst @ Watershed Funds Management
melbourne, victoria, australia
Callum Yule, Cfa's Location
Greater Melbourne Area, Australia
Callum Yule, Cfa's Contact Details

Callum Yule, Cfa work email

Callum Yule, Cfa personal email

n/a
About Callum Yule, Cfa

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.

Callum Yule, Cfa's Current Company Details
Watershed Funds Management

Watershed Funds Management

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Portfolio Analyst
melbourne, victoria, australia
Employees:
4
Callum Yule, Cfa Work Experience Details
  • Watershed Funds Management
    Senior Investment Analyst
    Watershed Funds Management Sep 2024 - Present
    Melbourne, Victoria, Australia
  • Hiking (Personal Goal)
    Career Break
    Hiking (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.
  • Australian Unity Wealth
    Portfolio Analyst
    Australian Unity Wealth Sep 2022 - Dec 2023
    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.
  • Frontier
    Associate
    Frontier Dec 2021 - Sep 2022
    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 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.
  • Lonsec
    Investment Analyst
    Lonsec Apr 2018 - Nov 2021
    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.
  • Transport For Victoria (Contractor)
    Reporting Analyst - Business Cases
    Transport For Victoria (Contractor) Dec 2017 - Feb 2018
    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.
  • New Zealand Transport Agency
    Investment Advisor
    New Zealand Transport Agency Jun 2016 - Aug 2017
    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.
  • New Zealand Transport Agency
    Graduate Investment Analyst
    New Zealand Transport Agency Dec 2013 - May 2016
    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.

Callum Yule, Cfa Skills

Econometric Modeling Economic Analysis And Appraisal Excel Data Analysis And Reporting Economics Policy Analysis Finance Quantitative Research Economic Development Econometrics Investments Research Management Strategy Government

Callum Yule, Cfa Education Details

  • Massey University
    Massey University
    Economics
  • Havelock North High School
    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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