Jaime Underdown Email & Phone Number

Perth, Wa, Au

Perth, Western Australia, Australia

Perth, Western Australia, Australia

Perth, Western Australia, Australia

Perth, Australia

Perth, Australia

My role was to attract a variety of investors to invest in a broad range of property secured debt instruments. I focus on investor relationships, stewardship of their investment process, and was the investors first point of contact at Platinum Mortgage Securities. I was also responsible in building and managing relationships with financial intermediaries to promote awareness and access to the Platinum Mortgage Fund.I was also an authorised representative of La Trobe Financial Asset… Show more My role was to attract a variety of investors to invest in a broad range of property secured debt instruments. I focus on investor relationships, stewardship of their investment process, and was the investors first point of contact at Platinum Mortgage Securities. I was also responsible in building and managing relationships with financial intermediaries to promote awareness and access to the Platinum Mortgage Fund.I was also an authorised representative of La Trobe Financial Asset Management. Show less

London, United Kingdom

Manage relationships between Front Office, Investor Relations, Counterparties, Fund Directors Administrators and AuditorsProvide accurate and reliable fund performance and position calculations to CIO, Portfolio Managers and Investor Relations

London, United Kingdom

Review and approve the daily/weekly/monthly net asset value prices and calculationsExecute daily fund performance and position reports, and disseminate to portfolio managersMonitoring trading exposure activity for six funds (equity, fixed income and private equity) and ensure efficient management/control of margin and cash

London, United Kingdom

Calculate fund and benchmark returnsLiaise with fund managers and client account executivesManage the Pooled Pension Funds Survey submissionInvestigate queries on futures and derivativesComplete third party reporting requirementsBuild relationships with internal and external parties

London, United Kingdom

Assist with pricing of fixed income securities, equities, property units and derivativesLiaise with various related departments and external counterpartsConsult with the central dealing desk on volatile or illiquid securitiesReport on management information statisticsOperate the internal reporting platform QuasarContinues improvement of pricing procedures

London, United Kingdom

Monitor the Global Securities and Trust Services omnibus accountReconcile accounts and exception reports at the end of the dayLiaise and administer client queries with various product groups and management

Canberra Area, Australia

Provide advice to the Minister of Finance on government policy proposals Negotiate costs on government policy proposals and expenditurePolicy research, reconciliations and financial analysis on currently funded projectsAnalysis of capital investment opportunities from business casesBook funding initiatives into central budget management system following Cabinet approvalAccounting, reporting and financial analysis of the $11 billion Veterans' Affairs portfolio

Canberra Area, Australia

Management of marine environment section finances through budget preparationMonthly reporting, budget tracking, variance analysis and funding requirementsAssist in development and implementation of marine bycatch policies in collaboration with the Federal Minister for Fisheries and other related parties.

Chartered Financial Analyst (Cfa)

Passed CFA Level I & II

Diploma Of Financial Planning

Investment Management Certificate

Diploma Of Government - Management

Bachelor Of Commerce (Bcom), Corporate Finance, Investment Finance, Money And Banking