Strategic Tilting is an important active return strategy for the NZ Super Fund. This strategy alters the Fund’s exposure to broad markets and currencies (such as global equities, rates, commodities and credit). It is a long-horizon, value-based strategy with a very disciplined and systematic investment approach.Core responsibilities:1. Executing the strategic tilting strategy.2. Generate tilting signals using the agreed framework.3. Implement and maintain strategic tilting exposures.4. Advise on, and aid in the implementation of, the strategic and tactical asset allocation of the fund.5. Develop and broaden the strategic tilting strategy by adding new asset classes and additional markets.6. Educate and transfer knowledge within the Fund. Key tasks:1. Day-to-day management of strategic tilting positions and updating of models.2. Recommend strategic tilting positions across asset classes, markets and currencies.3. Develop additional valuation models.4. Work with the Economics team on relevant valuation models, and the Portfolio Completion teams on execution of positions. 5. Provide reporting and presentations to the Board and Investment Committee as required.6. Monitor markets and economic developments.

As Senior Economist, I added value by ensuring economic trends and risks are appropriately factored into the Guardians’ investment and asset allocation decisions. The Economics team forms part of the Asset Allocation team, and works closely with its counterparts, Portfolio Design and Strategic Tilting.Core responsibilities:1. Ensure economic trends and risks are factored into asset allocation and investment decisions.2. Produce consistent economic assumptions for use in analysis and models.Key tasks:1. Develop and maintain the tools needed to understand the Fund’s economic risk exposures (the “economic lens” through which we view the portfolio). 2. Ensure these tools feed into investment and asset allocation decisions.3. Monitor global economic trends and risks and advise on portfolio implications.4. Produce economic assumptions for use in all investment activities.5. Provide rapid, high quality responses to the investment execution teams in reviewing specific opportunities.6. Develop the Macroeconomic Theme programme to guide asset allocation and investment search.7. Develop and maintain models and databases required for macroeconomic strategy activities.

Responsible for monitoring, analysing and forecasting the economic outlook for ASB, through providing information on the economy, financial markets and monetary policy, enabling both our ASB people and customers to make informed decisions. As a member of the Economics team, I play an important part in analysing and reporting on economic events and implications for the economic outlook, preparing publications, and interacting with internal and external customers.I have proven economic forecasting ability, strong written and verbal communication skills and a collaborative working style, while also being an effective self-manager and self-driven.

• Generating insight into revenue and cost streams as part of the Commercial Performance and Planning team. • Generating reports to highlight profitability of various areas, enabling business effective business decisions• Cost control• External reporting• Competitor analysis• Revenue/cost driversAchievements: Building the budget model and executing it to develop cost and revenue plans for the seven Pacific Island markets. Providing monthly analysis of revenue and cost data to generate insight into the various different markets and products provided by TOWER. Generating a whole new financial reporting structure for the Pacific Islands, allowing the markets to be compared in terms of ratio analysis and absolute performance. Introducing strict new cost controls to prevent excessive expenditure. Using the data to show the diminished profitability of selected products and suggesting more profitable use of TOWER's resources.

• Providing real time analysis on Latin American FX, stocks and fixed income markets, using raw market data as well as information from contacts to form and communicate views, strategies and ideas.• Insight into economic data releases and the impact on markets and future rates decisions.• Providing daily, weekly and quarterly forecasts for major data releases and rates meetings, backed up with supporting text, such as contributions to the EM monthly/yearly interest rate outlook.• Managing and training junior staff in all aspects of Emerging Markets analysis as well as systems use.• Developing the LatAm product. This includes adding greater insight into debt markets, more in-depth articles and more thorough viewpoints.Achievements: Ranked in Bloomberg’s top 5 economists for Brazil in 2012, 2013 and up to Q3 2014. I have also been Bloomberg’s top global forecaster for Colombian interest rates and second for Chilean rates. I am regularly contacted by a variety of media outlets for interviews regarding South American financial markets and economic data as well as political developments and the potential impact on markets. To this end I have appeared on Brazilian TV and have been quoted by Bloomberg, FuturesMag, The Washington Post, Business Week, Brazil Works and Forex Space.

• Quoting and dealing FX Spot, Forward and Options across a range of currencies.• Providing trade ideas, risk management and hedging strategies to large/medium sized firms, institutions and wealthy individuals and executing those strategies at the correct time to maximise returns.• Writing the daily report sent to clients and market individuals. This contained a guide to upcoming events, reviews of recent market moves and opinion pieces.• Proactively updating customers on market moves, the drivers behind those moves, and how they can be used to maximise the upside potential, whilst minimising risk.• Liaising with customers to determine cash flows, budgets and FX hedging requirements in order to implement the correct trading strategy.• Managing the firm’s position book, deciding when to hold a position and when to close it out, depending on potential customer needs and near term market moves.Achievements: I brought a number of new clients on-board, as well as increased the dealing volume of existing clients and expanded the readership of the daily report, thus improving brand awareness.

• Dealing and quoting FX to a range of corporate customers.• Liaising with senior management to agree on new sales techniques and customer targeting, providing new ideas to help the sales team reach its target.• Working with Spot and Forward traders to agree pricing.• Guiding customers through market moves and upcoming data and events.Achievements: Instigating a more creative and active approach to client sales, analysing the current client database and identifying new sales opportunities.

• Providing support for sales and trading though in-depth research, trade ideas and forward-looking event articles, as well as compiling ad-hoc reports on events of specific interest for internal and external use.• Development and use of models for exchange rate forecasting, includes the use of statistical, fundamental and technical analysis. These forecasts were then distributed to the market

Rotating through a number of sales/trading areas, gaining experience in a variety of roles such as equity sales, ETF sales, corporate bond issuance and government bond trading. I joined the FX team and experienced FX options/forward/spot trading and then becoming a full member of the FX strategy team.

Creating and updating both monthly and ad-hoc reports for financial and non-financial management. Enabling management to make informed decisions as well as making recommendations. Extensive Excel and accounting experience gained.