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.
Investment Partners
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Head Of InvestmentsInvestment Partners May 2017 - PresentNorth SydneyManage 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.
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Senior AnalystIndependent Investment Research Jun 2016 - PresentSydney, AustraliaAnalyst for select ASX listed industrial companies and LICs, as well as select unlisted companies and funds.
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Senior AnalystIndependent Investment Research Jun 2016 - PresentAnalysing and valuing ASX listed and unlisted securities
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Lecturer At TutorUnsw May 2016 - May 2017Sydney, AustraliaLecturer in various business finance subjects in the Business School at UNSW -
Lecturer And TutorUniversity Of Technology Sydney Jul 2015 - May 2017Sydney, AustraliaLecturer and tutor in the subjects of Quantitative Business Analysis ("QBA") and Fundamentals of Business Finance ("FBF") -
Head Of ResearchMainstreet Capital And Property Investment Research Dec 2015 - Jun 2016Sydney, AustraliaHead of Research functions and assist with strategic growth decisions
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Head Of Industrial ResearchShaw And Partners Limited 1997 - 2014Sydney, AustraliaDesign 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. -
Ch, Financial Markets Action Group (Fmag) And Member Of The Policy Advisory Committee (Pac)Finsia (Financial Services Institute Of Australasia) Jan 1992 - Jan 2010Sydney, AustraliaAs 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. -
Senior Portfolio ManagerAmp Society Apr 1982 - Oct 1997Sydney, AustraliaModelling 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
Scott Marshall Education Details
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Honors -
Compliance -
FinsiaGraduate Diploma In Finance -
Unsw, SydneyBe (Mining, Honors Class 1)
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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Scott Marshall
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Scott Marshall
Senior Marketing Manager / People Manager / Strategist / Lean Process Improvement Manager / Product DevelopmentAdelaide, Sa1thermofisher.com
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