Philip Lewis

Philip Lewis Email and Phone Number

Business Director @ Hays
Sydney, NSW, AU
Philip Lewis's Location
Sydney, New South Wales, Australia, Australia
Philip Lewis's Contact Details

Philip Lewis personal email

n/a
About Philip Lewis

I have 10 years of experience and specialise in recruiting for Compliance and AML/KYC and Financial Crime focusing on permanent, temporary or FTC roles. I cover Sydney, Brisbane, Adelaide and Perth in the Banking, Insurance & Financial Services industry. At Hays, we invest in creating lifelong partnerships that empower people and businesses to succeed. We help millions of people achieve their career goals and countless organisations transform for a stronger tomorrow.My expertise is specifically on placing Compliance or Financial Crime talent with expertise in the Financial Services industry, from start-ups to SMEs and large global banks. As a lifelong partner, I work with organisations to find the best talent from our unparalleled talent networks and supporting with an insight-led talent strategy.As a job seeker, I will work to understand your history, priorities and ambitions and will be committed to proactively connecting you to the employers that meet your specifications. I will provide you with a personalised expert service ensuring you achieve your career goals and business needs, whatever they may be.With deep rooted relationships, both locally and globally, I am able to provide you with the right career choices and workforce solutions that match your interests, aspirations and needs.Because at Hays, we’re working for your tomorrowAt Hays, we invest in lifelong partnerships that empower people and businesses to succeed. With over 50 years’ experience and a workforce of more than 10,000 people across 32 countries, we collectively strive to put you, our customer, at the heart of everything we do.Drawing on knowledge that’s unique to our scale, our commitment to understanding your needs and our ability to meaningfully innovate, we are far more than a specialist recruitment business. We provide advice, insights and expertise on issues you face in today’s fast paced world of work, and we help you make the right decisions for tomorrow.Offering an unrivalled suite of recruitment and workplace solutions, we’ll help you get to where you want to go.

Philip Lewis's Current Company Details
Hays

Hays

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Business Director
Sydney, NSW, AU
Website:
hays.com
Employees:
28257
Philip Lewis Work Experience Details
  • Hays
    Business Director
    Hays
    Sydney, Nsw, Au
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  • Hays
    Senior Manager | Compliance And Financial Crime
    Hays Sep 2021 - Present
    Sydney, New South Wales, Australia
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  • Hays
    Business Manager | Compliance And Financial Crime
    Hays Aug 2018 - Sep 2021
    Sydney, Australia
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  • Hays
    Section Manager | Compliance And Risk
    Hays Aug 2014 - Sep 2021
    Sydney, Australia
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  • Hartsfield Financial Services Limited
    Paraplanner/Investment Analyst
    Hartsfield Financial Services Limited May 2012 - Apr 2014
     Created four ‘Hartsfield Model Portfolios’; Defensive, Balanced, Growth and Adventurous consisting of unit trusts and OEICs for different client attitudes to risk. These have been running since July 2012 with client money being added in mid-2013 Performed quantitative and qualitative research for whole of market funds using Morningstar and Financial Express software with the top funds being added to the approved fund shortlist in which the Hartsfield Model Portfolios could invest in Re-balance the Model Portfolios on a quarterly basis after an investment committee review meeting regarding tactical asset allocation and fund buys/sells Created fund factsheet literature to hand to clients as sales aids detailing fund performance to date Composed quarterly investment worldwide market commentary which was distributed to clients, as well as their respective quarterly performance of investments  Undertook detailed pension transfer research comparing existing client portfolios against our recommendations focusing upon; performance, volatility, ratio analysis, asset allocation, fund ratings and attitude to risk Composed proposal documents for potential clients and suitability reports for clients going ahead with services relating to; Small Self-Administered Schemes (SSAS) for business funding, investment bonds, income protection and tax mitigation Carried out detailed due diligence and met with Discretionary Fund Managers (DFMs) and Platform Providers with the Managing Director, to assess their suitability for client investment Monitored on-going client portfolio performance held with DFMs
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  • J.P. Morgan
    Securities Lending Mo, Sydney
    J.P. Morgan Dec 2007 - Nov 2011
    Sydney, Australia
     Liaise with brokers and agent to ensure delivery versus payment (DVP) AU trades are settled before market cut-off for stock loans and returns Book equity and FI (Fixed Income) returns and follow through to settlement MTM of all Australian equities on a daily basis, to confirm that margin requirements are met, ensuring clients are appropriately collateralised MTM of all FI assets under a certain collateral level Agree FI recall/unwind details with borrower traders for stock return Ensuring client revenue is calculated consistantly with allocations to Re-investment (RI) desk  Send daily cash client allocations from daily trading activity, to the RI desk to re-invest or unwind  Regular communication with the agent, counterparts and RI traders for trades/collateral settlement Ensure the RI Repo book is adequately collateralised along with calculating weekly profit on all RI desk instruments
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  • J.P. Morgan
    Senior Cfd Administrator, Fund Accounting
    J.P. Morgan Mar 2006 - Sep 2006
    Bournemouth, United Kingdom
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  • J.P. Morgan
    Risk Data Integrity Specialist
    J.P. Morgan Jul 2005 - Mar 2006
    Bournemouth, United Kingdom
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Philip Lewis Skills

Fixed Income Derivatives Equities Corporate Actions Fund Accounting Financial Risk Equity Derivatives Trading Recruitment Perm Recruitment Compliance Risk Interviewing Candidates Building Relationships Mutual Funds Recruiting Investments Investment Banking Financial Services Finance

Philip Lewis Education Details

Frequently Asked Questions about Philip Lewis

What company does Philip Lewis work for?

Philip Lewis works for Hays

What is Philip Lewis's role at the current company?

Philip Lewis's current role is Business Director.

What is Philip Lewis's email address?

Philip Lewis's email address is ph****@****gan.com

What schools did Philip Lewis attend?

Philip Lewis attended Bournemouth University, Nailsea Comprehensive School.

What skills is Philip Lewis known for?

Philip Lewis has skills like Fixed Income, Derivatives, Equities, Corporate Actions, Fund Accounting, Financial Risk, Equity Derivatives, Trading, Recruitment, Perm Recruitment, Compliance, Risk.

Who are Philip Lewis's colleagues?

Philip Lewis's colleagues are Paul Wu, Maxine Leech, Joe Rowles, Amy Thomson, Emma Inch, Gabriela Rivero, Oliver James Crane.

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