John Gilbert

John Gilbert Email and Phone Number

Director, Trustee Risk @ iPartners
australia
John Gilbert's Location
Sydney, New South Wales, Australia, Australia
John Gilbert's Contact Details

John Gilbert work email

John Gilbert personal email

n/a
About John Gilbert

o 15 years’ experience as Product Manager and Head of Product and Product Strategy, responsible for identifying and commercialising new products and product development opportunities from strategy, research and pre-sales to distribution.o 12 years’ experience as management consultant, covering strategy, marketing, market research and customer insights, business and investment case development; due diligence, financial product development, property analysis and operational evaluation, for a mix of financial services, not-for-profit and SME clients. Certified P3O Practitioner (Portfolio, Program and Project Offices).o Analytical innovator & problem solver, combining excellent attention to detail with strategic vision, comfortable with complexity and use of data-driven analysis to inform decisions. Have grown several businesses from start-up and early stage to market leadership.o Experienced in data analytics leading to customer insights and strategy development; business planning, forecasting and reporting; quantitative and qualitative market research, financial analysis and evaluation, business development, and stakeholder management.o An experienced facilitator and communicator able to intermediate between technical specialists and managers; distil and present complex issues clearly and simply, with pragmatic, “soft” people skills to negotiate consensus and gain stakeholder support.We combine data analytics with people skills to ask and answer the awkward questions. We help solve organisational and problems, innovate and develop strategy with practical, workable solutions.We have a particular interest in working with SMEs and not-for-profits, but we are also skilled in financial services product innovation, across multi-asset investment classes, including alternative investments, insurance, investments, banking and super; capital markets and risk management.

John Gilbert's Current Company Details
iPartners

Ipartners

View
Director, Trustee Risk
australia
Website:
ipartners.com.au
Employees:
30
John Gilbert Work Experience Details
  • Ipartners
    Director, Trustee Risk
    Ipartners Jul 2024 - Present
    Sydney, New South Wales, Australia
    Responsible for overseeing the assessment of investment risk on new and existing transactions and how it is disclosed and reported to investors.
  • Ipartners
    Director, Product And Intermediaries
    Ipartners Jan 2024 - Jul 2024
    Sydney, New South Wales, Australia
  • Ipartners
    Investment Product Manager
    Ipartners Jan 2023 - Dec 2023
    Sydney, New South Wales, Australia
  • Crescor & Associates
    Director Principal
    Crescor & Associates Jan 2011 - Mar 2024
    Sydney
    BUSINESS EXPERIENCEDirector; Principal, Crescor & Associates Ltd, delivering strategic and operational improvements, sales and marketing strategy, financial product developments especially in the Alternative Investment space.Projects included an operational and strategic view of a private college on behalf of a private equity firm’s partners; a feasibility study and business case development for a charity’s real estate development plans; pre-acquisition due diligence of UK private companies on behalf of a US Investor, the successful implementation of a failed major IT project, and the development of an alternative funding model for affordable and social housing.
  • Prism Global Group
    Chief Commercial Officer (Cco)
    Prism Global Group Mar 2021 - Aug 2022
    Sydney, New South Wales, Australia
    Prism is a financial product and financial technology innovator.
  • Westpac Institutional Bank
    Head Of Product Strategy & Head Of Structured Products, Equities
    Westpac Institutional Bank 2009 - 2011
    Sydney
    • Responsible for customer insights to defining product strategy and pre-sales initiatives in post-GFC environment. • Led inter-departmental team of 50 to successfully implement $20m Calypso IT system and establish robust reliable financial, risk/position reporting system, plus customer analytics to identify high risk and problematic loans.• Led a cross-functional marketing and analysis group across Retail & Institutional Banks to develop product specifications, business case and marketing story for new products.• Delivered Westpac DIY Super Solution for key Self-Managed Superannuation Fund segment.• Reduced cannibalisation of Westpac customers by competitors; increased Westpac’s SMSF business share by 50%.• Gained unanimous support from departmental heads for remediation strategy, resolving multiple Internal Audit failures in market risk, credit risk and product management.• Led team of 6 product managers to develop new products and manage legacy products.
  • Clients In Asset Management, Banking & Broking
    Project Management Consultant
    Clients In Asset Management, Banking & Broking 2006 - 2008
    Sydney, Australia
    • Saved major fund manager ~$3m pa through negotiating funding & redesign of leveraged Total Return Fund; resolved complex cross-border issues, compliance & disclosure obligations, capital requirements, credit risks, tax and pricing. Risk Magazine “Deal of the Year” award.• Created innovative, leveraged, tax-efficient, listed investment product for stockbroker.• Conducted Hybrids and Debt Capital Markets business review for major Australian bank.
  • Mariner Financial
    Head Of Structured And Derivatives Products
    Mariner Financial 2004 - 2005
    Sydney, Australia
    • Product development and customer insights, pre-sales and product sales.
  • Cba
    Vice-President, Head Of Equity Structured Products
    Cba 2002 - 2004
    Sydney
    • Responsible for product development, management and sales through collaboration with trading, back office and external sales teams. Achievements:• Built and led successful product and distribution team.• Launched major new product mentioned in the Bank’s Annual Report for its profitability• Grew business from 2% - 25% market share and $10m+ pa revenues in under two years.
  • Brw Fairfax / Australian Financial Review And Periodicals
    Freelance Journalist
    Brw Fairfax / Australian Financial Review And Periodicals Oct 2001 - Oct 2002
    Australia
    • Highly regarded by Editor-in-Chief for ability to analyse and communicate technically complex issues across wide range of investment and finance topics. Wrote for CFO, Boss, Shares and BRW publications.
  • Bnp Paribas
    Head Of Equity Structured Products
    Bnp Paribas 1998 - 2002
    Sydney, New South Wales, Australia
    Created and led new product and sales business from start-up to dominant, 35% markt share.Introduced & developed sophisticated online research platform and pre-sales tools to support direct and intermediary sales with analytic tools to generate and leverage customer insights.
  • Royal Navy
    Navigation And Communications Officer
    Royal Navy 1980 - 1988
    • Professional Navigator with 250,000 miles at sea in Royal Navy and under sail. Served on staff of Royal Navy Navigation School.• Responsible for ship-handling, conduct of ship in open waters and pilotage into and out of harbour; detailed planning for deployment of ship on operations and exercise, and for use of ship’s Communications & Navigation systems.
  • Royal Navy
    Navigation And Communications Officer
    Royal Navy 1980 - 1988

John Gilbert Skills

Derivatives Financial Services Risk Management Equities Strategy Structured Products Investments Portfolio Management Financial Modeling Capital Markets Management Trading Financial Risk Financial Markets Funding Asset Management Structured Finance Finance Investment Banking Business Strategy Financial Structuring Stakeholder Management Banking Private Equity Business Development Fixed Income Operational Risk Hedging Corporate Finance Project Delivery Commodity Equity Derivatives Project Management Financial Analysis Qualitative Research Market Research Project Planning Business Analysis Quantitative Research Online Marketing Journalism

John Gilbert Education Details

  • Brnc Dartmouth
    Brnc Dartmouth
    Maritime Studies
  • Mount House School, Tavistock
    Mount House School, Tavistock
  • Plymouth College
    Plymouth College

Frequently Asked Questions about John Gilbert

What company does John Gilbert work for?

John Gilbert works for Ipartners

What is John Gilbert's role at the current company?

John Gilbert's current role is Director, Trustee Risk.

What is John Gilbert's email address?

John Gilbert's email address is jo****@****.com.au

What schools did John Gilbert attend?

John Gilbert attended Brnc Dartmouth, Mount House School, Tavistock, Plymouth College.

What are some of John Gilbert's interests?

John Gilbert has interest in Sailing, Aerobatic Flying, Skiing.

What skills is John Gilbert known for?

John Gilbert has skills like Derivatives, Financial Services, Risk Management, Equities, Strategy, Structured Products, Investments, Portfolio Management, Financial Modeling, Capital Markets, Management, Trading.

Who are John Gilbert's colleagues?

John Gilbert's colleagues are Jh Kim, Sage Kaur, Haim Deitz, Joanna Polles, Alex Strizhevsky, Nina Nguyen, Andrew Baume.

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