Scott Marshall

Scott Marshall Email and Phone Number

Head of Investments at Investment Partners @
Scott Marshall's Location
Greater Sydney Area, Australia
About Scott Marshall

ObjectivesTo use my capabilities proactively in the selection of Australian listed securities including listed companies, Exchange Traded Funds (ETFs), Listed Investment Companies (LICs) and Income Securities (hybrids), as applicable, to optimise the risk : reward based returns of equity portfolios.To assist teams to achieve these aims within a team environment and to offer my experience and skills where these can be best utilised.I have extensive experience with equities selection, portfolio management and client portfolio optimisation.I also have detailed knowledge of listed industrial stocks and long term relationships with senior management, IR teams and media contacts. Combined with an aptitude to assist with perfecting existing stock selection and portfolio management tools using detailed knowledge of Microsoft and industry related systems I can offer proven expertise and a unique knowledge and experience base which is adaptable to diverse situations in the equities industry.

Scott Marshall's Current Company Details
Investment Partners

Investment Partners

Head of Investments at Investment Partners
Scott Marshall Work Experience Details
  • Investment Partners
    Head Of Investments
    Investment Partners May 2017 - Present
    North Sydney
    Manage a diverse range of equity portfolios for our client base to generate superiir risk adjusted financial returns and financial security.Analyse a range of listed equity securities and manage a team of motivated research analysts to optimise our client equity portfolios.
  • Independent Investment Research
    Senior Analyst
    Independent Investment Research Jun 2016 - Present
    Sydney, Australia
    Analyst for select ASX listed industrial companies and LICs, as well as select unlisted companies and funds.
  • Independent Investment Research
    Senior Analyst
    Independent Investment Research Jun 2016 - Present
    Analysing and valuing ASX listed and unlisted securities
  • Unsw
    Lecturer At Tutor
    Unsw May 2016 - May 2017
    Sydney, Australia
    Lecturer in various business finance subjects in the Business School at UNSW
  • University Of Technology Sydney
    Lecturer And Tutor
    University Of Technology Sydney Jul 2015 - May 2017
    Sydney, Australia
    Lecturer and tutor in the subjects of Quantitative Business Analysis ("QBA") and Fundamentals of Business Finance ("FBF")
  • Mainstreet Capital And Property Investment Research
    Head Of Research
    Mainstreet Capital And Property Investment Research Dec 2015 - Jun 2016
    Sydney, Australia
    Head of Research functions and assist with strategic growth decisions
  • Shaw And Partners Limited
    Head Of Industrial Research
    Shaw And Partners Limited 1997 - 2014
    Sydney, Australia
    Design and construction of the Research Team systems and protocols Design and writing of Retail Adviser and Client portfolio optimisation and reporting tools including the PYRAMID and SPHINX systems which are still considered industry leading and superior tools Stock analysis and selection for various client financial objectives Detailed company financial modelling, forecasting, valuations and recommendations for a diverse range of stocks including within the sectors: Telecommunications, Media, Building Materials, Retail / Consumer Staples and Consumer Discretionary, Food & Beverages, Property Trusts, ETFs, Hybrids (Income Securities), Materials (Paper & Packaging), Chemicals, Infrastructure, Industrials, Transport, and Diverse Financials.Macro economic analysis and reports including the detailed design and subsequent writing of reports for Shaw's advisers and clients Design and construction of a suite of reports to assist advisers select stocks for various client financial objectives. These system and manually updated reports included but were not limited to Buy, Hold, Sell reports; Stocks Ranked by PE and Yield; Multi Factorial Stock Selection and a suite of reports summarising stock CGT cost base, Budget commentary, daily Morning Comments and the Quarterly Research Monitor.Writing of opinion pieces on the macro trends both within Australia and International that are impacting the valuation of the stock market as a whole, and individual sectors.
  • Finsia (Financial Services Institute Of Australasia)
    Ch, Financial Markets Action Group (Fmag) And Member Of The Policy Advisory Committee (Pac)
    Finsia (Financial Services Institute Of Australasia) Jan 1992 - Jan 2010
    Sydney, Australia
    As Chairman of the FMAG, I led a team of highly rated industry professionals to write submissions as requested by regulatory agencies to establish the equity industry's position on proposed key market impacting regulatory and legal changes, and to establish industry policies where government and the regulatory bodies had not yet established guidelines for optimal industry procedures and expectations.Within PAC, I contributed to the development of FinSIA as the leading body representing the finance industry.
  • Amp Society
    Senior Portfolio Manager
    Amp Society Apr 1982 - Oct 1997
    Sydney, Australia
    Modelling and research of a broad spectrum of ASX listed resource and industrial companies;Portfolio management of a number of funds with a combined value of around $1B;Outperformed other fund managers in stock selection within my allocated portfolios.

Scott Marshall Skills

Equities Portfolio Management Investments Financial Modeling Asset Management Securities Financial Markets Financial Analysis Valuation Wealth Management Fixed Income Capital Markets Investment Strategies Finance Risk Management Financial Services Investment Advisory Mergers And Acquisitions Derivatives Corporate Finance Management Banking Financial Planning Financial Advisory Alternative Investments Bloomberg Mutual Funds Credit Trading Business Strategy Investment Management Equity Research Economics Asset Allocation

Scott Marshall Education Details

Frequently Asked Questions about Scott Marshall

What company does Scott Marshall work for?

Scott Marshall works for Investment Partners

What is Scott Marshall's role at the current company?

Scott Marshall's current role is Head of Investments at Investment Partners.

What schools did Scott Marshall attend?

Scott Marshall attended Unsw Australia, Kaplan Australia, Finsia, Unsw, Sydney.

What skills is Scott Marshall known for?

Scott Marshall has skills like Equities, Portfolio Management, Investments, Financial Modeling, Asset Management, Securities, Financial Markets, Financial Analysis, Valuation, Wealth Management, Fixed Income, Capital Markets.

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