Jared J. Email & Phone Number

Hamilton, Waikato, New Zealand

Auckland, New Zealand

London, United Kingdom

Orbis is a privately-held global investment firm spread over nine countries managing long-only and absolute return strategies, focused on empowering clients by enhancing their saving and wealth. Orbis employ a fundamental, long-term and contrarian investment philosophy, managing approximately US$25 billion of assets on behalf of institutions, families and individuals. I have been contracting to Orbis Investments as a Operational Support for their UK Retail team.

London, United Kingdom

Orbis is a privately-held global investment firm spread over nine countries managing long-only and absolute return strategies, focused on empowering clients by enhancing their saving and wealth. Orbis employ a fundamental, long-term and contrarian investment philosophy, managing approximately US$25 billion of assets on behalf of institutions, families and individuals. I have been contracting to Orbis Investments as a KYC Analyst on their KYC project to bring all clients in line with… Show more Orbis is a privately-held global investment firm spread over nine countries managing long-only and absolute return strategies, focused on empowering clients by enhancing their saving and wealth. Orbis employ a fundamental, long-term and contrarian investment philosophy, managing approximately US$25 billion of assets on behalf of institutions, families and individuals. I have been contracting to Orbis Investments as a KYC Analyst on their KYC project to bring all clients in line with current global AML/FATCA and KYC standards, this has subsequently been extended as the project has evolved. Show less

Wellington & Wairarapa, New Zealand

After a period of working with Trustees Executors as a client of AEGIS I joined Trustees Executors Limited in July 2013 as the third member of a high intensity Investment Services Team as the key Private Wealth Analyst for our 7 Private Wealth Advisors.- Key point of contact between our advisors and the Investment Services Team/wider business.- Responsible for researching and writing all new Private Wealth Investment Plans and reviewingexisting client portfolio’s on a… Show more After a period of working with Trustees Executors as a client of AEGIS I joined Trustees Executors Limited in July 2013 as the third member of a high intensity Investment Services Team as the key Private Wealth Analyst for our 7 Private Wealth Advisors.- Key point of contact between our advisors and the Investment Services Team/wider business.- Responsible for researching and writing all new Private Wealth Investment Plans and reviewingexisting client portfolio’s on a quarterly/adhoc basis.- Identifying, analyzing and managing Primary Issuance deals and Secondary Market supply ofFixed Interest for Private Wealth Clients and our internal Fixed Interest Fund.- Responsible for day to day management and trading of our internal Cash PIE FundMember of the investment committee.- Responsible for compiling and issuing internal management reporting for our internal funds towider stakeholders within the firm.- Key point of contact between Trustees and external service providers (Aegis and IRESS/Xplan)including maintenance of our Xplan portal and template/process coding.- Established extensive relationships with Equity and Direct Credit trading desks in New Zealandincluding ANZ, Westpac, Forsyth Barr, Craigs Investment Partners, BNZ, Kiwibank and theCommonwealth Bank of Australia.Key Achievements- Reviewed Trustees Executors Private Wealth team in light of the new Financial Markets ConductAct and Foreign Account Tax Compliance Act. Involved in subsequent preparation of Trustees’ DIMS application, re documentation and implementation of new processes and reporting as a result of the regulatory changes. Show less

Takapuna

I joined AEGIS, New Zealand’s leading Investment WRAP custodian and management platform at the beginning of January 2011 as a Graduate Asset Administrator in the Managed Funds team, trading on behalf of clients using AEGIS’s in house trade management and reporting platform.- Administer daily trading and pricing of numerous wholesale and retail managed funds withpredominately New Zealand and Australian based fund managers.- Reconciling and processing fund windups and… Show more I joined AEGIS, New Zealand’s leading Investment WRAP custodian and management platform at the beginning of January 2011 as a Graduate Asset Administrator in the Managed Funds team, trading on behalf of clients using AEGIS’s in house trade management and reporting platform.- Administer daily trading and pricing of numerous wholesale and retail managed funds withpredominately New Zealand and Australian based fund managers.- Reconciling and processing fund windups and maturities to ensure expedite accurate repayment- End of Quarter, Half Yearly and End of Year Distributions/Rebates- Ensuring accurate compliance with current tax requirements including the FIF and PIE taxregimes- Dealing day to day with advisors and their assistants in identifying trading issues and resolvingsensitive client needs and situations- Extensive utilization of Excel and Word in Reconciliations and Correspondence with FundManagers and AdvisorsKey Achievements- Led a comprehensive overhaul of the Managed Funds Teams' workflows to modernize the teamwith significantly more efficient and streamlined trading procedures Show less