Raechel Strong, Cfa Email & Phone Number

London, England, United Kingdom

4 Martin Place, Sydney Nsw 2000

Atrium Investment Management is a specialist manager of diversified portfolios with a risk targeted approach. My role at Atrium generally included the following; - Leading implementation across multi-asset and asset specific strategies including rates & credit, alternatives, Australian equities, and real assets. - Trade execution of ASX listed securities, managed funds and derivatives across all products including unit trusts, Separately Managed Accounts (SMA), and Managed Discretionary Accounts (MDA). - Finding solutions for complex accounts through portfolio construction, reviewing and implementing blacklists and screens and working with advisers to determine the best solution for portfolio transition and execution. - Maintaining portfolio models, managing cash flows and proposing appropriate physical and derivative trades to rebalance portfolios in line with unit pricing. - Implementation of new investments (includes modelling trades, implementing appropriate hedging strategies where appropriate, and coordinating with operations, legal and compliance and distribution teams)- Calculating and delivering group investment performance and attribution analysis - Reviewing performance reports and investment communications prior to distribution.- Training and guiding new analysts on modelling and execution policies and procedures.- Working on various projects relating to trading/execution and operations to increase scalability and reduce risk. - Participated in investment committee meetings - Exposure working on manager quant models to assess performance history, correlations and factor exposures of potential managers for inclusion into the funds. Gained experience in IRESS IPS and IOS and Bloomberg.

Level 7, 14 Martin Place Sydney, Nsw 2000

Ark Total Wealth is a boutique financial planning firm that offers advice on superannuation, investments, insurance, cash flow, and much more. My role included the following; - Work directly with two partner financial advisers in creating and preparing client strategies. - Attend client meetings to collect client information and assess tolerance to risk.- Review existing investments, superannuation funds, and insurance policies. - Write Statements of Advice documents- Oversee the client on boarding and the implementation process- Place investment trades on various platform providers and directly with fund managers for larger trades. - Participate in the investment board to review firm model portfolios. - Liaise with platform and trading providers, underwriters, and share registries.

Education record

Activities and Societies: CFA Society of SydneyCFA Charterholder

Diploma Of Financial Planning, Financial Planning And Services

Successfully completed RG146

Mathematics, Actuarial Sciences, And Business, Dean'S List 2006-2009

Education record