Shirley Chen
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Shirley Chen Email & Phone Number

Distribution Associate at Channel Capital
Location: Greater Melbourne Area, Australia 7 work roles 3 schools
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Current company
Channel Capital
Role
Distribution Associate
Location
Greater Melbourne Area, Australia
Company size
91 employees

Who is Shirley Chen? Overview

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Quick answer

Shirley Chen is listed as Distribution Associate at Channel Capital, a with 91 employees, based in Greater Melbourne Area, Australia. AeroLeads shows a matched LinkedIn profile for Shirley Chen.

Shirley Chen previously worked as Sales Support Manager & ESG Investment Specialist at Aviva Investors and Sales Support & Operations Manager at Aviva Investors. Shirley Chen holds Graduate Diploma In Psychology from Swinburne University Of Technology.

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Channel Capital

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Profile bio

About Shirley Chen

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.

Current workplace

Shirley Chen's current company

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Channel Capital
Channel Capital
Distribution Associate
Melbourne, VIC, AU
Website
channelcapital.com.au
Employees
91
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7 roles

Shirley Chen work experience

A career timeline built from the work history available for this profile.

Sales Support Manager & Esg Investment Specialist

Current
Aviva Investors

Melbourne, Victoria, Australia

Collaborates 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.

Feb 2024 - Present

Sales Support & Operations Manager

Aviva Investors

Melbourne, Victoria, Australia

Managed 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.

Apr 2023 - Feb 2024

Sales Support Manager

Aviva Investors

Melbourne, Victoria, Australia

Supported 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.

Apr 2019 - Apr 2023

Wholesale Operations

Rabobank

Managed 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.

Oct 2015 - Apr 2019

Senior Treasury Operations

Boq Specialist

Supervised 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.

Aug 2014 - Oct 2015

Senior Treasury Operations

Investec

Sydney

Mar 2012 - Aug 2014
Team & coworkers

Colleagues at Channel Capital

Other employees you can reach at channelcapital.com.au. View company contacts for 91 employees →

LT Logan Thompson Logan Thompson Colleague at Channel CapitalBrisbane, Queensland, Australia View → HJ Harley Jonelynas Harley Jonelynas Colleague at Channel CapitalBrisbane, Queensland, Australia View → BL Brian Lay Brian Lay Colleague at Channel CapitalSydney, New South Wales, Australia View → JI Joshua Ivanyi, Cima® Joshua Ivanyi, Cima® Colleague at Channel CapitalGreater Melbourne Area, Australia View → AK Anna Knapp Anna Knapp Colleague at Channel CapitalGreater Melbourne Area, Australia View → PN Paul Neroni Paul Neroni Colleague at Channel CapitalAustralia View → MB Matthew Bilac Matthew Bilac Colleague at Channel CapitalAustralia View → TA Todd Aspeotis Todd Aspeotis Colleague at Channel CapitalReedy Creek, Queensland, Australia View → NB Nick Burley Nick Burley Colleague at Channel CapitalBrisbane, Queensland, Australia View → SK Scott Kelly Scott Kelly Colleague at Channel CapitalGreater Brisbane Area, Australia View →
3 education records

Shirley Chen education

Bachelor Of Commerce (B.Com.), Accounting And Finance

Unsw Australia

Education record

Cherrybrook Technology High School
FAQ

Frequently asked questions about Shirley Chen

Quick answers generated from the profile data available on this page.

What company does Shirley Chen work for?

Shirley Chen works for Channel Capital.

What is Shirley Chen's role at Channel Capital?

Shirley Chen is listed as Distribution Associate at Channel Capital.

Where is Shirley Chen based?

Shirley Chen is based in Greater Melbourne Area, Australia while working with Channel Capital.

What companies has Shirley Chen worked for?

Shirley Chen has worked for Channel Capital, Aviva Investors, Rabobank, Boq Specialist, and Investec.

Who are Shirley Chen's colleagues at Channel Capital?

Shirley Chen's colleagues at Channel Capital include Logan Thompson, Harley Jonelynas, Brian Lay, Joshua Ivanyi, Cima®, and Anna Knapp.

How can I contact Shirley Chen?

You can use AeroLeads to view verified contact signals for Shirley Chen at Channel Capital, including work email, phone, and LinkedIn data when available.

What schools did Shirley Chen attend?

Shirley Chen holds Graduate Diploma In Psychology from Swinburne University Of Technology.

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