Dylan Park Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Providing oversight of post-trade compliance monitoring conducted by Colonial First State Investment Limited (CFSIL). Reviewed and updated monitoring rules, and maintained monitoring models. Execution of the CFSIL's on-going risk, compliance and operational due diligence program.Effectively engaging and communicating with executives and upper management of external investment managers to conduct both initial and on-going due diligence meetings and associated due diligence reports.Overseeing, and assisting in the management of relationships with outsourced investment managers on behalf of CFSIL, with regards to investment compliance and operational matters.Ensuring successful onboarding and change management of outsourced investment managers/funds by spearheading a tri-party change management process involving various internal stakeholders, external investment managers and custodians/prime brokers.Assisting analysts with investigation, management and rectification of investment compliance and operational issues pertaining to CFSIL's outsourced investment managers.

Sydney, New South Wales, Australia

Processed investment transactions in HiPortfolio and SCD Dimension, reconciles portfolios, manages exceptional items, and maintains external investment mandates and relationships.

Sydney, Australia

Account management and portfolio analysis services for institutional fund managers, including valuations, corporate actions, trade settlement, cash movements, and client relationship management.

Sydney, New South Wales, Australia

The role involved transferring assets, addressing inquiries from financial advisers, participating in system upgrades, building stakeholder relationships, and coordinating with Superannuation compliance team to mitigate risks.

Sydney, New South Wales, Australia

Project managed multicultural events for Heritage & Culture Employee Network Group under Macquarie Bank, led event management, collaborated with stakeholders, and used Agile methodologies for project execution.

Sydney Cbd

Processed data entry & lodged application for DASP (Departing Australia Superannuation Payment) claim on behalf of retail clients.

Rozelle