Dual 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.

Performed 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.