• Design, prove through paper portfolio, seed and then manage an international sustainable transition strategy / Designed, outperformed the index through the paper portfolio, raised AUD$10m, and managed a global sustainable transition product achieving 25.56% gross return from inception on 12/10/22 to 31/03/2024.• Formulate a top down, bottom up investment view on securities in sectors including Industrials, Materials, Health Care, Information Technology, Energy and Utilities across the United States, Europe, and APAC markets / Built quantitative screens, conducted desktop research, met with management, utilised industry contacts and attended site visits to determine attractive segments of the market, build security specific models and make investment decisions. Notable inclusions to the portfolio include; Hammond Power Solutions, CrowdStrike, ASML, ERO Copper, Constellation Energy Corporation, ABB Ltd.

• Develop and implement a best-in-class ESG integration strategy into the domestic and global strategies / Designed and integrated a framework of proprietary tools and subjects of interest covering issues including Climate Change and Modern Slavery that were supported by structured engagement recording and communicating processes with clients• Design and implement internal systems and policies for our stakeholders / Built and chaired an internal sustainability committee reporting to the board that built out a comprehensive suite of policies and practices, including a structured internship program.• Communicated PIMs ESG strategy and performance to current and future clients / Heavily involved in client communications with clients spanning from 1x1 meetings with the largest Australian superannuation funds to presenting at financial advisor conferences

• Meet with company management, industry contacts and brokers to help formulate an investment view on the Consumer Staples and Consumer Retailing sectors / Meetings with management, IR, Industry Contacts and the covering analysts in the process of formulating an investment thesis on the stocks under coverage.• Build, update, and maintain financial models in order to help form investment recommendations on each stock under my coverage / Have built and maintained models for my coverage and assisted in development in models for companies outside my scope.• Have input into the portfolio construction process through constant dialogue with the portfolio manager / Have discussed and built both long and short positions in the stocks under my coverag

Ausbil Investment Management Limited is a leading Australian based investment manager. Established in April 1997, Ausbil’s core business is the management of Australian equities for major superannuation funds, institutional investors, master trust and retail clients.During the past seventeen years Ausbil Investment Management Limited has been one of Australia’s highest performing equity specialist boutique managers and has demonstrated an impressive consistency in delivering superior returns through its core investment process.

Administration - Client engagement and written correspondence & reports.Taxation & Accounting - Preparation of Income Tax Returns and Financial Statements. Wealth Management - Assistance in the development of clients financial plan & attendance at client meetings.Senior Partner - Attendance with the firms senior partner at external business planning meetings with clients & client engagement meetings, and providing assistance and input at those meetings.