James Mclean Email & Phone Number

Melbourne, Vic, Au

HESTA is the industry super fund for health and community services. Since 1987, HESTA has grown to become the largest super fund dedicated to this sector with more than 850,000+ members and $60+ billion FUM.

Melbourne, Vic, Au

HESTA is the industry super fund for health and community services. Since 1987, HESTA has grown to become the largest super fund dedicated to this sector with more than 850,000+ members and $60+ billion FUM.Due diligence and analysis on Funds, Co-investments and Direct Opportunities within Private Equity, Property, Infrastructure, and Opportunistic Growth investments.

Intern across FinTech start-up and growth capital Private Equity firm

Kensington, Royal Borough Of Kensington And Chelsea , Gb

- Extensive travel and volunteering across North and South America and Europe- Highlights include trekking Torres Del Paine in Patagonia and Machu Picchu in Peru- Through my travels, I've learned new perspectives, new ideas, and experienced different cultures

Promoted to the small investment team of Myer Family's private investment company, investing the pooled capital of the leading investment and philanthropic family. The multi-asset class investment portfolio covers public and private global assets.Supported the Chief Investment Officer and Portfolio Managers on a daily basis.- Independently provided in-depth fundamental equity research and recommendations for long-term fundamentals, tactical trading, and income enhancing derivatives strategies- Achieved greater responsibility to cover a broad range of sectors- Performed acquisition due diligence in the Private Equity strategy, comprised minority and majority investments to provide growth capital into operating businesses- Performed financial analysis on senior and mezzanine debt transactions. Built financial models with robust sensitivity for stress testing, and credit and cash flow analysis- Performed financial modeling with sensitivity analysis, valuations (DCF, sum of the parts, valuation comparatives), credit analysis, industry structure, and management meetings- Streamlined quantitative screening process utilizing Bloomberg excel functions to assist in identifying companies worthy of further analysis through different valuation metrics- Built global stock screening tool utilizing Bloomberg data, screening ~1,000 stocks in US and European markets. Quantitative framework emphasis on cash flow, sustained high RoE, low financial gearing, and organic growth- Performed in-depth external manager due diligence on a variety of asset classes and strategies including Global Equities, Hedge Funds, Credit strategies, Private Equity managers, and Property managers- Enhanced portfolio analysis, and performance reporting on portfolios- Collaborated with the Operations and Finance departments for successful implementation of new systems and procedures on back office processing and performance reporting, improving operational efficiency

Melbourne, Vic, Au

The Myer Family Company (MFCo) is a leading Australian multi-family office implementing bespoke private wealth strategies and philanthropic services for families, trusts, charitable organisations, and private foundations.After my work placement year, I was hired on a permanent basis and worked part-time while finishing my university studies. Supported the Head of Investments in MFCo's approved investment selections through in-depth manager due diligence across a wide variety of asset classes and investment strategies. By reviewing a wide array of investment processes offered by some of the best Australian and global investment managers has given me invaluable experience, and a deeper understanding of multiple asset classes and sub-components.- Conducted in-depth manager due diligence across a wide variety of asset classes and strategies- Prepared investment reports and attended Investment Committee board meetings- Financial analysis and modelling of various client portfolios to assist the advisory process used in the provision of investment advice- Ad-hoc research on investment strategy, portfolio construction/management, and macroeconomic conditions

Melbourne, Vic, Au

The Myer Family Company (MFCo) is a leading Australian multi-family office implementing bespoke private wealth strategies and philanthropic services for families, trusts, charitable organisations, and private foundations.In my role as Assistant Consultant during my work placement year, I gained wealth management experience working on various ultra-high net worth family groups.- Prepared financial accounts, income tax and BAS returns, cash flow and tax modelling, client board paper reporting, and cash management via term deposit and at call instruments

Rg146, Core 1 Securities & Managed Investments Accreditation Program

Bachelor Of Business, Professional Accountancy

Advanced Diploma Of Accounting

High School, Vce