CAREER PROFILEA highly experienced senior investment executive with strong skills in investment strategy, portfolio construction across listed and unlisted assets, research, market analysis, asset allocation, responsible investing, risk management, governance and funds management.Strategic, analytical and outcome focused with an approachable and adaptable manner, a proven ability to simplify complex information supported by true commercial acumen, high level numeracy, strong stakeholder management skills and an effective coaching oriented leadership style.CAREER SUMMARYEnergy Industry SuperChief Investment OfficerSuncorpExecutive Manager, InvestmentsAMP Capital InvestorsActing Chief Investment Officer, AMP LifeSenior Investment DirectorSenior Fund ManagerAMP Life Financial ServicesActuary, Capital ManagementActuary, Product Development & ProjectsKEY SKILLSInvestment Strategy, Asset Allocation and Portfolio Construction• Highly developed strategic and dynamic asset allocation skills and experience. Proven track record of adding value through asset allocation of 0.3% p.a. over 15 years.• Highly developed portfolio construction, analytical analysis, asset/liability management and macro-economic analysis skills across large, diversified funds (managed $80bn of FUM).• Detailed knowledge across all asset classes in both listed and unlisted markets as well as domestic and international markets.Investment Market Knowledge• Deep knowledge of private market investing, specifically in infrastructure and property.• Extensive background in investment manager research, implementation and monitoring across all asset classes.• Deep knowledge of derivative markets. Proven ability to develop innovative solutions for capital protection.Leadership • Proven ability to lead small and large teams and build high performing, engaged and client focused teams.Transformational Change• Drives and project manages large transformational change programs across superannuation, insurance and wealth management organisations.Governance• Highly developed governance, risk and compliance abilities. Strong background in development and implementation of investment governance frameworks/policies.Stakeholder Management• Highly developed Board and Investment Committee relationships with a high level of written and oral presentations.• Builds strong working relationships and business partnerships to realise shared commercial goals across all areas of financial entities (risk, legal, product, marketing, finance, client service).
Listed skills include Actuary, Investment Management, Asset Managment, Portfolio Management, and 17 others.