Key member of Private Investment Consulting (PIC) team, with focus on a series of objective-based (real return) multi-asset SMA portfolios.Translation of capital market and asset allocation views to portfolio weights (given no 'neutral' asset allocation). Portfolios managed in conjunction with JANA and Lonsec.Lead on creating client-friendly educational content for advisers, including: - an adviser brochure explaining in non-technical terms why objective-based portfolios are… Show more Key member of Private Investment Consulting (PIC) team, with focus on a series of objective-based (real return) multi-asset SMA portfolios.Translation of capital market and asset allocation views to portfolio weights (given no 'neutral' asset allocation). Portfolios managed in conjunction with JANA and Lonsec.Lead on creating client-friendly educational content for advisers, including: - an adviser brochure explaining in non-technical terms why objective-based portfolios are different to traditional fixed-SAA portfolios- educational infographics accompanying portfolio changes (e.g. Credit, Infrastructure, Quality style primer, EM)- overhauled quarterly reports to make them more appealing and innovative than traditional funds management collateral, which is often too dry, sprawling, ridden with tables, pie charts and jargon.- instituted a 'storytelling' approach to market commentary rather than a 'dashboard of market movements' and best-practise portfolio visualisations to aid adviser-client conversations- pivoted adviser webinar from 'market update' to 'client conversation aids' to help our advisers- assisted sales team with adviser and end-client queries by providing concise, intuitive decks which rely heavily on analogies, quotes, visuals and simple language to convey key messages- building competitor intel dashboards using Tableau to efficiently extract insights for use in winning new business Show less

- Production and delivery of Quarterly Market Update (live) webinar for advisers- Dealer Group Investment Committee participation, providing market overview and portfolio analysis and recommendations- Product champion for Real Return strategies, messaging lead on SMA and traditional diversified multi-asset funds- PD day and Investment conference presentations to advisers

- Managed ratings of Russell's Multi-Asset (including Real Return) funds, Sector funds and ETFs with Research Houses (Lonsec, Zenith, Morningstar)- Adviser and RM support: fund education and positioning updates, end-client messaging support and market/macro overviews- Competitor fund analysis, Practise Management content and delivery, Advisor and end-client presentations

Primary responsibility for directing the research agenda, competitor analysis, and client communications for the $5.5 billion unlisted infrastructure business. My role was instrumental in helping influence CIOs or asset class heads to allocate to the sector, and our funds in particular (with quality of research being a key competitive differentiator).- Industry leadership: Authored dozens of research papers, sector houseviews, features in industry publications and other thought… Show more Primary responsibility for directing the research agenda, competitor analysis, and client communications for the $5.5 billion unlisted infrastructure business. My role was instrumental in helping influence CIOs or asset class heads to allocate to the sector, and our funds in particular (with quality of research being a key competitive differentiator).- Industry leadership: Authored dozens of research papers, sector houseviews, features in industry publications and other thought leadership material (some examples below).- Presented at investment conferences such as Infrastructure Investor (on one occasion receiving the highest presenter feedback score from a 2-day event).- Active participation and membership of steering committee for the first-ever direct infrastructure performance index (by MSCI/IPD).- Research has also been featured in, or quoted by organisations such as the Investor Group on Climate Change and the OECD.- The quality of my research was also endorsed by consultants – Colonial’s unlisted infrastructure research was voted ‘best in class’ among its peers for ‘most useful thought leadership or white papers’ in a Peter Lee industry survey.- Macro lead on transaction due diligence, such as the fund's bid for the Port of Darwin privatisation.- Working to secure a range of commitments from blue-chip clients, including a top-5 globalpension fund ($300 billion AUM), as well as institutional investors in Canada, Japan, Malaysia and the Middle East. Show less

Graduate Analyst in strategy team for the Wealth Management division of Commonwealth Bank. The team oversaw strategy for Colonial First State's distribution platform business, asset management division and insurance arm.