Josh Starkey Email & Phone Number

Auckland, New Zealand

Auckland, New Zealand

Auckland, New Zealand

Hamilton, New Zeland

• Delivered daily financial analysis and client management training to a team of 14
• On-boarded and trained six new employees
• Established new “customer due diligence” process which resulted in a reduction of customer contact time from four days to same day
• Led transition of customer-focused KPI measures
• Corresponded with senior management on team key performance metrics

Hamilton, New Zealand

• Co-managed a portfolio of corporate businesses to assess creditworthiness.
• Underwrote credit applications using financial ratios, credit risk metrics and industry/market knowledge.
• Worked with clients to suggest relevant hedging products for international exposure.
• Assisted clients in the purchase of new businesses, restructuring of their current businesses, and mergers with other businesses

Waikato, New Zealand

• Supported New Zealand Small Businesses in relevant credit products to support growth
• Analysed and assessed the debt repayment capacity of new businesses based on cash flow projections.
• Ensured that the extension of credit to clients met regulatory lending guidelines
• Met and exceeded KPI’s set by management
• Assessed mortgage applications based on income from commercial business earnings as well as wage/salary

Hamilton

• Screened new customers to verify domestic/international regulation compliance
• Given second in charge responsibilities when direct management was out of the office.
• Assessed which financial products would be best suited to business clients

Shanghai City, China

• While studying Mandarin Chinese, I worked, as an English Teacher, at a school in Shanghai.

Bristol, United Kingdom

• Managed a 160-client portfolio in South West/Central England
• Grew the sales in my area by over 50%, increased the customer base in my area by 20% and had a 100% customer retention.
• Organised and led an international education trip for LIC UK clients.
• Consulted on LIC’s China expansion Ideas, liaised with Chinese government officials, and visited Chinese farms to research the opportunity that China offered

• I ran, as a contractor, a personal training service at a local gym.
• Created strategies and marketing techniques to attract new clients
• Helped over 100 clients reach their health and fitness goals.

Master Of Business Administration - Mba, Distinction

Activities and Societies: SBS Foundation Scholar Finance Lab: Member of winning team at the Morgan Stanley Investment Banking Challenge

Master Of Business Studies (Finance), Finance And Financial Management Services, Merit

Dissertation: How Does the Conservative Formula Apply to Australasian Stock Markets?

Bachelor'S Degree, Marketing And Public Relations, A-

Activities and Societies: Sir Edmund Hillary Scholar Golden Key Organisation

Ncea Level 3 With University Entrance

Activities and Societies: Captain of the Track and Field team 2005/2006

New Zealand Certificate In Financial Services (Level 5), Investments And Securities

Certificate In Green And Sustainable Finance