I have 25yrs experience in investment management, institutional equities research, sales and trading. Skills I've gained over the years which I believe could be valuable in either a buy-side or sell-side role include:1) Relationship building. Developed relationships in Australia & offshore with listed & unlisted corporates across a variety of industries, institutional & retail investors, internal stakeholders (e.g. IB, ECM);2) Researching. Originated proprietary fundamentally based research on industry, sector and company specific issues. Highly-rated by internal and external clients including corporates (references available);3) Industry knowledge. In-depth understanding of Telcos, Transport, Infrastructure, Building Materials, Steel, Developers & Contractors, REITs, Chemicals, Packaging, Ag, Conglomerates. The latter has allowed me to gain a sound understanding of other industries such as Mining, Insurance, Retailing and Banking;4) Financial modelling. Built detailed financial models based on GAAP to forecast earnings, cash-flow & balance sheet. In addition, constructed valuations models (e.g. IRR, DCF, DDM, capitalisation of maintainable earnings);5) Stock picking ability. Developed a successful process for selecting stocks with a track record to match;6) Communicating. Written and verbal communication to a wide audience including Board directors, company management, internal & external advisors, institutional & retail investors, & team members;7) Transacting. Been directly involved in numerous corporate transactions. Also I have analysed more than 100 corporate deals over my many years in both investment management and institutional broking;8) Team building. Recruited, developed and managed well regarded research teams.
Listed skills include Financial Modeling, Research, Equities, Management, and 13 others.