Sam Levy Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Focusing on the development of a clear product management strategy, I am responsible for the review and implementation of product changes and enhancements including managing and updating offer documents, investor communications, regulatory changes, and ensuring appropriate representation on fund webpages, factsheets and marketing materials.• Management of the production and due diligence process for all product disclosure statements• Ensure compliance with legislative and regulatory obligations, including the management of disclosure documents, product governance, and marketing collateral• Conduct market research and peer analysis on competitor products, structures and pricing models to guide ongoing product development and inform product design, implementation and strategy• Develop a broad knowledge and awareness of competitive landscape to identify industry trends, generate market insights, and to support competitive product positioning.

Sydney, New South Wales, Australia

Responsible for managing the full lifecycle for investment products, including governance and maintenance of products across multiple jurisdictions. I worked closely with the Operations, Risk, Compliance and Legal, Distribution, Marketing and Investment teams, as well as external stakeholders, to co-ordinate project deliverables and resolve issues and challenges.• Built and managed relationships with key internal and external stakeholders to effectively support product strategy• Contributed to due diligence questionnaires, RFPs and data requests from research houses, asset consultants, investment databases, clients, and advisers• Managed oversight of third-party vendors including registry, administrator and custodian.

Sydney, New South Wales, Australia

Progressing into this role, I took on more responsibility within the operations team and had greater involvement in project-based activities in addition to operational daily deliverables. These projects were cross functional in nature and provided an opportunity to work with people from all parts of the business. Examples include process improvements of transaction monitoring and account screening capabilities to ensure ongoing compliance with anti-money laundering legislation and conducting a review of the proxy voting workflow procedures.I was also heavily involved in the implementation of a new operating model for the business. This involved a transition of custodian and registry services provider including data migration and mapping, user acceptance testing, formulation of business rules and process execution.My role also extends to managing the relationship with our registry services provider, being responsible for the monitoring of their daily activities, and assisting the distribution team with client reporting, factsheets, website content and client queries.

Sydney, New South Wales, Australia

This was a varied role where I was responsible for a wide range of middle office activities and tasks with a particular focus on:• Trade matching• Proxy voting• Fund factsheets• FFX currency hedging• Portfolio valuations• Handling of queries from clients and advisers• Ad-hoc operational projects.

Sydney, Australia

Over my time in this role I developed many practical and technical skills through my exposure to various fund types adopting a wide range of investment strategies with portfolio holdings across different asset classes. • Responsible for end-to-end unit pricing producing portfolio valuations and NAV calculations• Gained exposure to several asset classes and various types of securities including equities, options, futures and fixed interest (bonds, FRNs, MBS, index annuities and inflation linked bonds)• Advanced HiPortfolio and Microsoft Office skills• Gained exposure to Bloomberg and custodian websites• Covered various fund types including managed funds, super funds, fund of funds and hedge funds both single and multi-class.

Bachelor Of Commerce (B.Com.), Finance And Econometrics

Activities and Societies: Cricket , Soccer and Tennis

Higher School Certificate, Nsw Uai 97.75