I manage a small team of analysts in Oracle's investment team, directing the research of Oracle's equities portfolios comprising over $350 million in funds under management. Oracle manages 5 equities portfolios, including:- Australian Equities Portfolio- Emerging Companies Portfolio- Global Equities Portfolio- Property Securities Portfolio- Ethical Balanced PortfolioCombining fundamental company research and an internally developed macroeconomic framework I oversee the construction of these portfolios and work with our analysts to make recommendations to the investment committee.

Responsible for managing Oracle's large cap Australian equity managed portfolio and Ethical Balanced Portfolio with over $100 million invested. Using fundamental company research with a tilt towards quality growth companies and a focus on valuation I constructed and managed a portfolio from the ASX200 universe.

Responsible for company research on ASX-listed companies focusing on industrials, information technology, healthcare, and retail. Supported decision making of senior analysts and portfolio managers with written research reports, financial modelling and valuation.Member of the investment committees for Australian Equities, Emerging Companies and Global Equities Portfolios.

BusinessCraft is an accounting and ERP software package that targets the engineering and home building industries in Australia. This role required a robust understanding in accounting, and its application within software. This was the launchpad for my renewed fascination with numbers, data, and technology that continues to develop in my current role as an equity analyst. The role involved:• Responding in a timely manner to client queries to assist with product questions• Providing tailored advice to finance and accounts teams on how to use the software most efficiently• Providing implementations for new clients to transition large datasets from prior software to that of BusinessCraft.• Assist clients with annual payroll roll over at end of financial year.

Tasks included• Efficiently completing personal and company income tax returns• Accurately compiling Company/Trust/Superannuation Fund financial statements• Liaising with clients through email, telephone and face-to-face meetings• Conducting on site company audits• General accounting work for small businesses and trusts• Completing and lodging Business Activity Statements• Researching, preparing and presenting topics for monthly staff training meetings