James Maxwell Email and Phone Number
James Maxwell is a Managed Accounts Analyst at Netwealth - See Wealth Differently (ASX:NWL).
Netwealth - See Wealth Differently (Asx:Nwl)
View- Website:
- netwealth.com.au
- Employees:
- 1
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Managed Accounts AnalystNetwealth - See Wealth Differently (Asx:Nwl)Melbourne, Vic, Au -
Junior Investment AnalystReach Markets Mar 2024 - PresentMelbourne, Australia -
Investment Operations AnalystNetwealth - See Wealth Differently (Asx:Nwl) Aug 2022 - Mar 2024Melbourne, AustraliaDual role across Listed and Unlisted teams performing a range of operational duties –Listed involved the settlement of external trades placed by clients with brokers, resolving cash and unitissues, administering IPO placements/broker firm placements and daily reconciliation of cash ASXsettlements for custodial HINs.Relationship management between Netwealth, various brokers, and key clients.Unlisted involved dividend and distribution processing, managed fund processing and term deposit/annuities processing and administration.These duties involved being the key contact person for term deposit related queries from internalstakeholders/ clients and the secondary contact person for income & managed fund queries.Rotated between both teams to alleviate the respective workload during busy periods.Assisted with the testing and implementation of new platform features, system enhancements and controls.Assisted with the development of new efficiency drivers and adhoc project work. -
Investment Research AnalystGreythorn Asset Management Feb 2022 - Aug 2022Melbourne, AustraliaPerformed initial due diligence on investment opportunities, mostly focusing on private Fin-tech businesses and cryptocurrency projects/initiatives.Wrote articles for fortnightly newsletter concerning financial markets and products.Prepared valuation support materials such as investment thesis’, discounted cash flow analysis’ andcomparables analysis.Contributed to the preparation and design of pitch deck materials and quarterly updates to investors.Prepared daily market and portfolio updates.Utilised investment screening tools, Microsoft office products, Canva and Google Sheets. -
Front Of HouseShadowfax Wines Sep 2018 - Apr 2022Melbourne, Australia -
Front Of HouseVivere Restaurant Mar 2017 - Sep 2018Melbourne, Australia
James Maxwell Education Details
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Finance, General -
Finance, General
Frequently Asked Questions about James Maxwell
What company does James Maxwell work for?
James Maxwell works for Netwealth - See Wealth Differently (Asx:nwl)
What is James Maxwell's role at the current company?
James Maxwell's current role is Managed Accounts Analyst.
What schools did James Maxwell attend?
James Maxwell attended Deakin University, Deakin University.
Who are James Maxwell's colleagues?
James Maxwell's colleagues are Michael Wang, Zac Cooke, Anthony Vo, Chris Walsh, Minh (Alex) Nguyen, Silvia Alkimos, Sean Geraghty.
Not the James Maxwell you were looking for?
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James Maxwell
Senior Manager Insights At Rural Bank Inc. Australian Crop Forecasters And Profarmer AustraliaKingsville, Vic1cbh.com.au -
James Maxwell
Experienced Sales Manager, National Account Manager, Senior Business Development And Merchandising Professional In Apparel & Footwear. Domestic & International.Byron Bay, Nsw -
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James Maxwell
Australia2oracle.com, enablo.com1 +614491XXXXX
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