• I am responsible for maintaining existing and implementing new operational capabilities and driving improvements in operational processes.• I serve as Chair of the Investment Risk Committee.• I serve as a member of the Compliance Committee.

• Investment Data SME and Senior Business Analyst services during the implementation phase of the Investment Data Warehouse Implementation Project.• Investment Data SME and Senior Business Analyst services during the implementation phase of the Investment Data Integration Project.• Investment Data SME and Senior Business Analyst services during the implementation phase of the Custody Integration Project.

• I completed a high-level review of the investment operations of a large multi-manager whose investment model utilises internal and external investment managers.• I worked closely with senior executives in order to understand their current business model, workflows and processes, in order to help design the optimal investment management solution.• I worked as part of the IT team, and was responsible for implementing an investment data platform designed to provide centralised, standardised and reliable data to the investment team.• I worked as part of the project team responsible for the successful implementation of BlackRock’s investment platform “Aladdin”.

• I helped establish the investment operations of a new Sydney based Australian impact investment manager.• I was responsible for requirements development, planning and implementation.• I worked with the relevant stakeholders to understand and document a proposed functional architecture and requirements in detail.• I helped identify key decisions to be made (legal entities / structure, frequency of pricing etc.) and provided advice regarding the options available for each including recommended vendors to best meet requirements in a cost and time effective as well as streamlined manner.• I prepared an implementation plan detailing: key tasks to be performed, estimated timing and dependencies, resourcing required (people, $).• I completed a review of investment management systems and presented my recommendation to the Board.• I reviewed and helped assess potential responsible entities, administrators and custodians and presented my recommendation to the Board.• I liaised with newly appointed service providers and responded to their requests for information.• I reviewed and provided feedback on the fund constitution, offer documents, IMA, administrator and custodian agreements.• I reviewed the compliance and risk management framework including changes to the compliance manual, policies and procedures.• I designed and built the operational framework for reconciliations and pre-trade compliance.• I assisted in developing the trade execution framework and training the newly appointed investment operations manager.• I assisted in account opening with agreed list of approved brokers.• I provided ongoing review of changes to the FSC questionnaire.

• I completed a high-level review of the investment operations of a large family office. The objective was to improve the efficiency and controls of the dealing and back-office functions supporting the management of its $4b investment portfolio without significant increases in costs.• Based on their strategic drivers, I recommended leveraging the existing order management system more comprehensively and outsourcing investment operations.• I completed a proof of concept for the order management system and request for proposal (RFP) for the shortlisted service providers.

I established and managed the firm’s day-to-day dealing and investment operations activities, conducting equities trading, portfolio analysis, investment risk management, and portfolio construction for benchmark aware products. I helped develop 8IP’s strong compliance-driven environment and risk framework. I was also heavily involved in business management and financial reporting.

Led an information technology delivery team responsible for the implementation and integration of a number of investment management software systems.

Managed a team of performance analysts and advised superannuation clients on portfolio performance and risk analysis.

Listing advisor within the Investment Funds Listing Department.

Involved in the development and administration of the firm’s offshore product range.