Shannon Ritchie Email & Phone Number

Melbourne, Victoria, Australia

Working closely with the Chief Liquidity Officer and Chief Investment Officer to manage 7 different investment options across the Credit Fund, alongside the US Private Credit Fund which launched in December 2023. This role sees me lead a team of Analysts, bringing with me a passion for empowering staff to problem solve and actively engage in producing meaningful outcomes for the Portfolio (and broader business).This opportunity presents the intersect between data, fundamental understanding of the key drivers of the company and mortgage book, and the broader economic environment. These overlays, along with a natural aptitude for problem solving, have allowed me to lead and deliver countless analyses, reporting uplifts, efficiencies, and increases in the overall control environment. Along with a myriad of excel uplifts and reimagined reporting, FY24 saw me lead multiple Anaplan implementations that fundamentally changed the way the team work for the better. My role in these implementation ranged from opportunity identification, requirement gathering, scoping, writing and scheduling data transformations (via alteryx), client side project management and collaboration with our implementation partner, and leading change management and user uptake. The successful implementations have allowed the team to focus on analysis instead of manual report generation, resulting in increased efficiency, reduction of human error risks, and greater insight generation.

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Volunteer role in which I leverage my background to give back to an association I have been a member of for over 10 years, with the purpose of promoting and fostering the great highland bagpipe in Victoria.In this role I have be part of the executive team that has created a formal judging accreditation system, formulated competition requirements, created educational content for members, organising international judges, competition days, workshops and recitals, and overall maximising the benefits to our membership.This role includes managing the association’s funds by providing financial analysis of guest judges/tutors, competitions, and ensuring the financial longevity of the association. Preparing financial analysis of events, including which competition grades provide the most funding to the organisationPrevious to this position and from the age of 16 I have been part of the Players Committee, giving a voice to young members and contributing to building a successful organisation

Melbourne, Australia

Melbourne, Australia

Part of the Private Client's Graduate rotation program, experiencing both tax and audit in order to broaden business acumen and grow as a holistic advisor.Feb 18 - Mar 21 -> Part of the Private Client's assurance team working on a range of different private sector clients in a variety of industries. Primarily providing value to clients through meeting statutory requirements, however learning about the client's unique accounting functions and business challenges allowing us to greater enhance value through the Private Client's network of services.March 17 - Feb 18 -> Working within the corporate tax team in Private Clients, focusing on innovative solutions to client's tax issues. This role focuses on growth of tax technical knowledge and professional development, utilising these skills in both consulting and compliance work for private sector clients.

Melbourne, Australia

Chosen from an applicant base of 7000 students for a specialized, 8 week role working within a small, self managed team with the given purpose of advertising the student service StudentVIP on campus. . This position involved devising a marketing strategy with minimum input from managers in order to maximise student awareness of the given online products and services in various creative and innovative means.

Working within a small firm for half a day a week gaining practical experience and a greater depth of understanding of company analysis. The objective is to gain a solid foundation of understanding of the equity market, sectors, Microsoft excel, bloomberg and company valuation.

Teaching and mentoring students from disadvantaged schools, covering not only year 12 Methods material, but also exam techniques and strategies to help them be their best.

Cfa Level 2 Candidate

Passed CFA level 1 exam May 2021

Education record

Bachelor’S Degree, Accounting And Finance

Activities and Societies: FMAA, Commerce Student Society, Melbourne University Cycling Club, Melbourne University Ski Club, UNIT, Women.