Mark Tobin Email & Phone Number

Stellenbosch, WC, ZA

Sydney, New South Wales, Australia

The Irish Australia podcast interviews Irish people living in Australia and gets their story of how they ended up in Australia and what they are up to now. Through their stories and experiences, our guests provide valuable advice to people just coming out to Australia or to those who have decided to stay in Australia for the long term.

Stellenbosch, Western Cape, South Africa

Respected market analysts The Finance Ghost and Mark Tobin joined forces with investor relations firm Keyter Rech Investor Solutions (“KRIS”) in 2022 to introduce a new knowledge-sharing platform to the South African investment market. Unlock the Stock makes more JSE stock information accessible to private retail investors looking for information.It is the.

The overall goal of Coffee Microcaps is to build a strong Australian microcap investing community that supports both investors investing in microcap stocks and microcap companies in connecting and engaging with microcap investors.Coffee Microcaps seek to achieve this goal by providing a platform to ASX microcap investors and ASX microcap companies to.

Stellenbosch, Western Cape, South Africa

Stellenbosch, Western Cape, South Africa

I provide insight and analysis on ASX listed microcap and nanocap companies and the sector as whole.

Stellenbosch South Africa

Heading up Sales for the highly successful Melissa's brand based in Stellenbosch South Africa. Specially focusing on the following areas Export Sales, Corporate Gifting Sales, Hospitality Sales and Ecommerce.

Sydney, Australia

• Work within an Investment team of 5, comprised of 2 portfolio managers and 3 analysts to identify investee companies that meet the requirements of the firm’s investment criteria. The firm managed a total of $840m AUD.
• Lead all trade capture, fund allocation, settlement and reconciliation for the firm. Includes liaising with the custodian and executing broker to ensure correct and timely settlement of trades.
• Prepare all materials for daily and weekly investment meetings including estimated fund performance across 4 funds, proxy voting requirements, trade order review and diary management for the team.
• Update and construct models for investee companies. Primarily forecasting future EPS growth within the firm’s propriety model and ascertain whether it achieves the firms required investment rating.
• Present to current and prospective investors at Wilson’s bi-annual investor roadshow.
• Attend investment conferences on behalf of the firm where investee or prospective investee companies present

Sydney, Australia

• Transition role from back office to front office. First time an assistant analyst role had existed in the firm. Newly created role in response to rapid growth with a doubling of FUM. This period involved learning the.
• Assisted the portfolio managers and equity analysts with data collection and research on investee companies and potential investee companies.
• Worked with equity analysts and portfolio managers to learn how the investment process was conducted and implemented including idea generation, research of industry dynamics, meeting with company’s senior management.
• Completed media training to prepare for media appearances on behalf of the firm.

Sydney, Australia

• Worked with the CFO to manage all finance and fund accounting related aspects of the firm’s operations. Including listed vehicles unlisted unit trust, pooled development fund and the investment manager itself..
• Prepared year-end financial statements and other year work papers for listed vehicles, unlisted trust and the investment manager.
• Managed year-end audit process to ensure timely completion
• Prepared monthly nav/nta for 3 of the firm’s listed vehicles and 1 unit trust.
• Prepared monthly Directors report post month-end.
• Cash forecasting for investment team to ensure cash was available for trade settlement when required and excess cash reallocated in order to maximize yield on excess cash.

London, United Kingdom

6 Month Contract RoleReviewed the draft year-end financial statements of the funds as prepared by the various fund administrators in order to provide investment manager comments before completion and submission to the board.Produced tables outlining the various levels of assets held by each of the funds for IFRS7.Assisted the financial controller and.

London, United Kingdom

Reconciled internally generated P&L and Nav’s for the funds to Nav generated by the funds administrators.Generated weekly Nav estimates for investor relations and the investment team.Liaised with underlying administrators and managers to reflect gates, SPV’s, redemption penalties and side pocket correctly. Forecasted and reconciled cash flow for the.

Sydney, Australia

6 Month Contract RoleReconciled internally generated P&L and Nav’s for the funds back to those reported by the funds administrators.Managed queries from the administrator in relation to swift payments, trades, corporate actions.Daily contact with the performance group, middle office and the corporate actions team to resolve queries.

Dublin, Rep. Of Ireland

Supervisor July 06 - September 2007Produced daily, weekly and monthly Nav's on a range of hedge funds.Reconciled daily cash and positions to counter party and prime broker statements.Trained new staff that joined the desk.Assisted superiors in preparation of financial statements and audit for the funds.

Masters, Economics, 2.1 Honours

Activities and Societies: European Society, Economics and Finance SocietyThe MSc Economics programme is a rigorous advanced programme in.

Graduate Diploma Of Applied Fiance, Investments And Securities

Ioc, International Operations Certificate

The International IOC™ is a global benchmark qualification for administration and operations staff in the financial industry. It provides.

Imc, Investment Management Certificate

The IMC is an FSA approved threshold competency exam for people working in financial analysis, investment management and fund sales. It is.

Acca, Accountancy

Admitted as a member May 2009. All first time passes except for the advanced financial reporting paper (paper 3.6) This was passed on the.

Bachelor, Business Studies (Hons), 2.1

Activities and Societies: Economic & Finance SocietyThis four-year full-time course offers you a broad range of business skills combined.