Craigs Investment Partners is one of New Zealand’s leading investment advisory firms with 145 investment advisors and over $18bn funds under management. The company comprises of the Private Wealth, Investment Banking (Deutsche Craigs) and Institutional Equities divisions.In my role, I directly supported an esteemed partnership of financial advisors, with over $600mn of funds under management for a variety of high-net worth clients. My duties included: -Monitoring existing… Show more Craigs Investment Partners is one of New Zealand’s leading investment advisory firms with 145 investment advisors and over $18bn funds under management. The company comprises of the Private Wealth, Investment Banking (Deutsche Craigs) and Institutional Equities divisions.In my role, I directly supported an esteemed partnership of financial advisors, with over $600mn of funds under management for a variety of high-net worth clients. My duties included: -Monitoring existing portfolios of investments and undertaking implementations of new client portfolios, including managing tranches of new investments -Performing bi-annual client portfolio reviews, writing recommendations based on in-house research, industry exposures, market risks and client financial goals and implementing clients’ instructions in relation to those reviews-Daily market monitoring via IRESS and placing buy/sell orders for equities, fixed income and ETFs across various international exchanges-Drafting communication and recommendations to clients with regard to corporate actions -Responding to queries from clients, including assisting with clients’ understanding of existing investments and various investment products, and collating and providing research -Attending client meetings, discussing the client’s financial goals and guiding the client through Craigs' risk tolerance assessment, following which I drafted tailored Investment Policy Statements (SIPOs)-Attending regular compliance training and keeping up to date with Financial Market Authority regulations and news -Contributing to Craigs’ and our team’s business development objectives, including attending and presenting at a regular Business Network International (BNI) breakfast event and attending other relevant industry networking events Show less

The JP Morgan team in Wellington is a back-office team that managed a large volume of settlement instructions destined for New Zealand and Australian markets on behalf of international clients. My duties included: -Managing SWIFT instructions and settlements via the NZ Clear settlements system -Liaising with brokers and arranging settlement, including resolving mismatching settlement instructions-Processing equity, fixed interest and cash transactions-Assisted with the… Show more The JP Morgan team in Wellington is a back-office team that managed a large volume of settlement instructions destined for New Zealand and Australian markets on behalf of international clients. My duties included: -Managing SWIFT instructions and settlements via the NZ Clear settlements system -Liaising with brokers and arranging settlement, including resolving mismatching settlement instructions-Processing equity, fixed interest and cash transactions-Assisted with the implementation of a new operating system in 2014, including drafting the Standard Operating Procedure guidelines-Supporting the Corporate Actions team in processing clients’ instructions -Reconciling daily cash ledger breaks Show less