A family office based in Melbourne where I support public equity capital allocations.

Spotlight Group Holdings Pty Ltd (SGH) is a privately held $2bn+ Australian parent company which controls, operates and invests in a diverse set of businesses and assets, patiently built over more than 44 years.As investment manager, I setup the internal hedge fund capability within the Fried and Fraid Family Office and held primary responsibility for the family’s global equities portfolio (both directly traded and indirectly via external manager allocations).Selected Achievements:• Built the internal equities capability for the Group• The Team increased by 250%• FuM increased by 500%• Built a proprietary global trading algorithm to enhance investment management decisions• Trading performance has returned approximately >35% in 9 months (1 July 2020 - April 2021)

Independent investment specialist supporting Family Office Investment Committee's with strategy formulation (IPS development), review and oversight.

Commonwealth Private Office (CPO) is a boutique within Commonwealth Private where our mandate is to care for clients with greater than $10 million of investable assets. We provide these clients with investment, structural and overall strategic wealth management advice.

Managed the provision of a broad range of wealth management & family office services to a portfolio of 15 UHNW client groups while supporting the Head of Investments in maintaining the recommended list for the Myer Family Company. Designed MFCo's bespoke investment reporting capability and was responsible for national production. Provided ad-hoc support in financial modelling, quantitative analysis, fund due diligence, client transitions and business development with the Head of Private Wealth Management.

Managed a team of 7.5 FTE responsible for delivering daily portfolio administration (custody/unit registry) and cash management services via the MF Cash Management Fund.

Responsible for administration of custody and cash management services.

Provided support to the advisory network through: initial application to finalising investment, banking funds & processing via internal GSJBW systems for Term Deposits and Debentures.

Minimised the internal discrepancies between execution, settlement and downstream reporting systems. Process improvements lead to a 95% reduction in daily discrepancies. Significant project exposure as required to act in SME capacity for the BRS and NBI preparation for International Securities project on behalf of COO.

Main duties included supporting the Discount Securities team in the day-to-day processing and administration of short-term money-market securities.