Engaging and working with small ASX listed companies to manage their investor relations and corporate relations with the investment community, shareholders, brokers, fund managers and analysts. Assisting with capital raisings, roadshows, presentations and promotion, ASX announcements, press and media.

Private Funds Management

Research and analysis of ASX listed resources companies. Promotion and development of Open Briefing report. Provision of strategic investor communications advice.Maintain relations with mining executives Analyse quarterly reports and investment profile of resources companiesProduce report for ASX Market ReleaseAnalyse institutional data for resources stocks

Balnave is a small, recently established Corporate Advisory and Institutional Research business. Over the past 12 months I have developed a small mining company fund which is now completed. I have managed the whole process including; creating the Information Memorandum, Trust Deed, Portfolio Strategy, Promotion and Presentations, Unit Pricing, Custodian arrangement, Advisory Committee structure, Research and Portfolio management and Reporting. Other responsibilities include: company presentation, company research, investment advisory, investment dealing and portfolio management. My role has also been to act as institutional dealer for Balnave and open and service new wholesale client accounts.

Client Advisory and trade execution across multi-instrument trading platformManage, identify and execute multiple trades for group portfolio'sClient communication and relationship managementRegular reportingEquities Portfolio Modelling and ReviewEquities Research analysisDevelopment of Managed Model Portfolio Service Investment Committee development and inclusionLiaise with independent research house Van EyckLiaise with Product suppliers such as Macquarie, UBS for structured products and Managed FundsResearch monitoring on daily basis of all ASX stock covered by UBSCo-ordination of company IPO’sAttend inter and intra state seminars such as UBS Resources Seminar and Small Companies Seminar in Sydney.Present to Trading seminars such as Sydney Trading Summit as well as internal presentationsDaily Equities Report – preparation of overnight market update, investment recommendations, market comment, commodities prices and monitoringGroup email of report across company client baseClient Advisory Services for Equities and Derivatives Trading of Equities, Derivatives and Futures - Working knowledge of Margin FXMentor and assist junior advisors Lead morning meetings with advisors to discuss market conditions and ideas

Advising and Managing a client portfolio of over 1000 clients,Investment advisory and trade execution, superannuation fund management and administration, seminar presentations, regular reporting, weekly newspaper column and daily ABC radio markets report. Research and company presentations.

Equities Advisory and Investment advice. Trade execution, portfolio reporting, client relationship management and reporting. Financial markets research and reporting. Broking services.

Traded 3yr and 10 yr bond futures

Officer training, HMAS CreswellAircrew training, RAAF Pt Cook