Macquarie Asset Management (MAM) is a large scale, global asset manager, providing clients with access to a diverse range of capabilities and products across equities, fixed income, infrastructure, real estate, private credit, and agriculture.Reporting into the Head of Client Solutions for ANZ, I am responsible for capital raising across all public and private market strategies and managing new and existing client relationships with multi-billion dollars in AUM from super funds, insurers, private banks, asset consultants, not-for-profits, and family offices.This included distribution/seeding of new product launches and working with clients on co-investments, with a key highlight being to successfully lead the sales effort of our first unlisted infrastructure fund to the Wealth market,

Responsible for leading Macquarie Asset Management's Australian Institutional Client Account Management team through a period of significant growth, including large volumes of new mandates and increased AUM, the volatility of the COVID-19 pandemic, and both structural and operational changes within the business.I was also a regional Salesforce champion and provided AUM, net flow, and run rate revenue reporting on our public investment division to the business.

The Institutional Client Account Management team is responsible for delivering exceptional servicing to Macquarie Asset Management (MAM) Public Investment's largest institutional clients including super funds, sovereign wealth funds, insurers, family offices, charities, and foundations.Acting as a central team working alongside institutional relationship managers, portfolio managers, product specialists, investment operations, fund administration, legal, risk, and compliance, key functions included onboarding new client mandates, IMA negotiations, coordinating in-specie cash flows, resolving client queries, operational due diligence, and breach management.I also became RG146 compliant in this role.

Upon completion of the graduate program I was offered the role of Pensions Specialist within Morgan Lloyd Administration, the pension administrator and trustee entity within Clifton Asset Management Plc.This role involved analysing business funding deals prior to final approval (including loan terms, loan security, intellectual property purchases, commercial property purchases, and share purchases), leading Trustee meetings with clients, ensured compliance with pension, FCA and trust legislation, approved benefit crystallisation events, and became a contact for technical queries from financial advisers, paraplanners, pension administrators and clients.I was also heavily involved in the implementation of a new investment platform, Viewpoint, and delivered a training presentation to all staff prior to its introduction.Over the course of my various roles at Clifton, I passed the Diploma in Regulated Financial Planning (DipPFS), becoming level 4 qualified and RDR compliant to provide financial advice.

Clifton Asset Management is a financial services company specialising in areas of business funding, business strategy, individual wealth management solutions, and most notably, for pioneering pension-led funding as an alternative source of funding amongst SMEs.Year 1:Trainee Paraplanner within the financial advice entity where I completed suitability reports, arranged client's pension transfers, and ensured all compliance and FCA requirements were satisfied.Following changes to pension legislation in 2011 I coordinated the research and subsequent transfer of our client's 'protected rights' pensions to their existing SSAS', leading to a transfer of approximately £3m of funds under management and over £350,000 in new business funding deals.Year 2:Pension Administrator within Morgan Lloyd Administration; the pension trustee company, where I spent time in both the New Business and Client Servicing teams.This role was heavily client focused and demanded strong technical knowledge to calculate and complete business funding deals, tax free cash and income drawdown payments, tax charges, scheme wind ups, and triviality payments.