Dual role of leading the Private Markets business in the APAC region, which manages >$10bn, and continuing portfolio manager responsibilities in Private Debt:- Member of various committees, including Global Private Debt, Global Secondaries & Co-Investments and Private Markets - Pacific (Chair)- Client management- Business development- Industry research and analysis- Portfolio construction, analysis and monitoring (global)

Senior member of the Global Private Debt team and lead for the APAC region. Also member of the Global Private Debt Ratings Review and Investment Committees. My role included:- Portfolio construction, analysis and monitoring across global vehicles- Portfolio manager for in-region vehicles- Sourcing and underwriting private debt funds (including structuring SMAs) and co-investments- Client management- Business development- Industry research and analysis

Member of the EMEA investment team, with a primary focus:- Portfolio construction, analysis and monitoring for European vehicles- Sourcing and underwriting private equity and debt funds and co-investments- Client management- Business development- Industry research and analysis

Pavilion Alternatives Group was acquired by Mercer, effective November 30, 2018, and is now part of a dedicated alternatives team of more than 200 professionals at MercerMember of the EMEA investment team,with a primary focus:- Sourcing and underwriting private equity and debt funds and co-investments- Client management- Portfolio construction, analysis and monitoring- Business development- Industry research and analysis

Dual role focused on Fund Administration and Client ServicesFund Administration- Management of five fund-of-funds vehicles, domiciled in Guernsey, Delaware and Luxembourg- Calculated and issued capital calls and distributions - Process efficiencies - In-depth cash flow forecasting- Maintained tax and regulatory compliance- Investment manager representation at GP board meetings in GuernseyClient Services- Authorising transaction notices entered into the firm’s proprietary reporting and monitoring system- Capital account reconciliations- Bespoke performance analysis- Delivery of quarterly/annual client and fund reports

Supported the integration of the investment reporting requirements for clients after Threadneedle acquired Standard Chartered’s World Express investment fund business.

Compiled and disseminated monthly client reports for the Asia-Pacific region.

Delivered end-to-end client report allocations, created detailed task procedures and provided support for new staff.

Developed and implemented wealth management strategies for individuals and SMSFs, including;- Managed fund asset allocations- Tax minimisation- Retirement planning- Insurance

Managed the Australian financial accounts of the China headquartered aluminium manufacturer.