Simon James Email & Phone Number

Melbourne, VIC, AU

Melbourne, Australia

As a senior member of Willis Towers Watson's Credit Manager Research team, I was responsible for researching fixed income and credit managers spanning both the traditional and alternative credit universes, and advising clients on the portfolio construction for those asset classes. I was also a member of WTW's Australian portfolio management group, which.

Adelaide, Australia

• Funds SA is the South Australian government-owned investment manager, which manages A$30 billion on behalf of the SA public sector superannuation schemes and other approved public authorities. Funds SA is responsible.
• Developing, monitoring, and reviewing asset class strategy to ensure each asset class continues to exhibit the characteristics desired from a whole-of-portfolio perspective.
• Evaluating and monitoring external fund managers, and recommending their appointment and termination as appropriate.
• Identifying and researching new areas of investment opportunity.
• Presenting research reports and detailed investment proposals to colleagues, CEO, and Board of Directors.
• Collaborating with Funds SA’s Chief Investment Officer and Director of Strategy to develop an appropriate overall investment strategy and asset allocation for each of Funds SA’s clients. Show less

Adelaide, Australia

Adelaide, Australia

Master Of Business Law / Master Of Commerce (Applied Finance)

Bachelor Of Commerce (Corporate Finance)