Hayley Fellowes Email & Phone Number

Perth, Wa, Au

Perth, Western Australia, Australia

Responsible for integrating nibThrive’s new service offering within the disability sector ensuring a seamless experience for participants in the National Disability Insurance Scheme and their support teams.

Perth, Western Australia, Australia

Established Peak Plan Management in Western Australia responsible for growing and looking after client and stakeholder relationships. Peak is a national plan management company that acts as a financial intermediary supporting National Disability Insurance Scheme (NDIS) participants to manage and get the most out their funding.We take a personalized, flexible approach and work as a team with our NDIS partners and colleagues (Support Coordinators, Local Area Coordinators and providers) to support participants on their NDIS journey.

London, England, United Kingdom

Account manager for hedge fund and asset manager clients delivering best-in-class service and maximising value for clients across prime brokerage, equities and fixed income.

London, United Kingdom

Client Service Representative – responsible for seamlessly delivering the Prime Services offering to leading global hedge funds which involved working with functional areas of the bank to meet clients’ needs in terms of security financing and settlement, asset servicing, and technology and risk management tools to help clients manage risk and monitor their portfolios. Achievements;-Advised COO and Operations Managers on a wide range of topics and mobilised bank resources to deliver commercials solutions to specific challenges taking into consideration fund structure, jurisdiction and regulations. Strength of service delivery and results were the basis of winning new fund balances.-Introduced initiatives to improve operational efficiency across client base and within the bank. New technology now embedded in onboarding processes for all new clients.-Excellent knowledge of operational workings of hedge funds. Carried out in-depth operational due diligence of clients’ operations to identify risks and reduce manual processes which were taken onboard by clients.-Strong project management skills and ability to work under pressure led to meeting tight timeframes with complex fund onboardings and asset servicing deadlines relative to competitors which led to increased allocation of business.Relationship management - In assisting with the day-to-day running of the funds, I built strong relationships with clients and developed a deep understanding of their business which allowed me to pre-empt their needs and build out relationships with other desks/products.Achievements;-Cross sales of products and trading services to hedge funds generated additional revenues for equities and fixed income trading desks.-Worked with clients to carry out portfolio analysis which led to the optimal allocation of business and the best pricing for the client.

Tokyo, Japan

Traded stock loan and portfolio swaps over Japanese equities with hedge funds, global asset managers and internal desks.Achievements;-Built strong relationships with lenders to maximise access to in-demand stocks-Leveraged my strong knowledge of client’s trading strategies to maximise loan balances

Sydney, Australia

Sales and marketing of equity derivative and structured products to HNW clients via financial intermediaries. As the products were new to Westpac, the role provided a unique opportunity to help build and grow the business.Achievements;-Raised a notional loan value of AUD25m in 1 year and established a client base of 30 financial advisors.-Part of 4-person sales team that achieved 12% warrant market share in Australia over 1 year.

Sydney, Australia