I am a seasoned Business Development Associate with a strong background in managing fund operations, project management, and sales support. With extensive organising fund manager roadshows and conferences, I contribute to creating platforms that connect investors with key insights and opportunities. This expertise equips me with a unique blend of event management and strategic planning skills, enabling impactful engagement and business growth for leading financial institutions such as Aviva Investors, Rabobank, and Investec Bank (now BOQ Specialist).Key highlights of my experience include:- Client Engagement & Relationship Management: Enhance client engagement and manage key relationships, fostering trust and long-term partnerships.- Fund Operations & Project Management: Oversee day-to-day fund operations, ensuring smooth running of funds while managing client and consultant data. Efficiently handle RFP requests, contributing to successful fund launches and increased sales efficiency.- ESG Initiatives & Sustainability: Support ESG initiatives, integrating sustainable practices into business operations.- Process Improvement & Automation: Implement process improvements and automation, achieving significant cost savings and operational efficiencies.My commitment to promoting sustainability and driving business success fuels my dedication to making a positive impact in the financial industry.
Channel Capital
View- Website:
- channelcapital.com.au
- Employees:
- 91
-
Distribution AssociateChannel CapitalMelbourne, Vic, Au
-
Sales Support Manager & Esg Investment SpecialistAviva Investors Feb 2024 - PresentMelbourne, Victoria, AustraliaCollaborates with the distribution team to implement strategies across Australia and New Zealand, enhancing market presence. Oversees logistics for fund manager roadshows and conferences, ensuring seamless execution. Manages client and consultant data requests, new fund launches, and product disclosure statements. Works closely with the Sustainable Investing team to provide regular updates and support client engagements. Acts as the primary contact for research firm data requests, RFPs, and CRM record management, and has played a key role in launching the Climate Transition Global Equity Fund. -
Sales Support & Operations ManagerAviva Investors Apr 2023 - Feb 2024Melbourne, Victoria, AustraliaManaged daily operations for registered funds, serving as the key contact for Trustees, Custodians, and Administrators. Handled the sales pipeline in Salesforce, contributing to increased sales efficiency. Developed and reviewed client reporting, ensuring compliance with financial regulations. Enhanced platform relationships through effective reporting and communication.
-
Sales Support ManagerAviva Investors Apr 2019 - Apr 2023Melbourne, Victoria, AustraliaSupported institutional clients by managing onboarding processes for a seamless experience. Collaborated with the global Marketing team on key sales campaigns and follow-up activities. Contributed to increased campaign reach and client engagement.
-
Wholesale OperationsRabobank Oct 2015 - Apr 2019Managed financial market transactions, ensuring timely settlements for FX, Derivatives, Money Market, and Commodity products. Provided feedback for process improvements and implemented automation changes to enhance operational efficiency. Analysed client needs and proposed solutions, serving as the primary contact for settlements and account queries. -
Senior Treasury OperationsBoq Specialist Aug 2014 - Oct 2015Supervised and trained team members for smooth integration into the treasury operations team. Managed and authorised all overnight designated and third-party payments, ensuring compliance with risk procedures. Monitored and reconciled bank account movements, ensuring adherence to intra-day and overnight limits. -
Senior Treasury OperationsInvestec Mar 2012 - Aug 2014Sydney
Shirley Chen Education Details
-
Graduate Diploma In Psychology -
Accounting And Finance -
Cherrybrook Technology High School
Frequently Asked Questions about Shirley Chen
What company does Shirley Chen work for?
Shirley Chen works for Channel Capital
What is Shirley Chen's role at the current company?
Shirley Chen's current role is Distribution Associate.
What schools did Shirley Chen attend?
Shirley Chen attended Swinburne University Of Technology, Unsw Australia, Cherrybrook Technology High School.
Who are Shirley Chen's colleagues?
Shirley Chen's colleagues are Michael Nicol, Felipe Sena Kobayashi, Brian Lay, Marjan Salam, Stuart Crispe, Logan Thompson, David Lucaciu.
Not the Shirley Chen you were looking for?
-
-
2narrativ.com, narrativ.com -
Shirley Chen
Melbourne, Vic -
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial