Will Mowbray Email & Phone Number

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, Australia

• Product Control provides independent control of trading activities and is responsible for validating the trading balance sheet and ensuring the accuracy of P&L reporting.
• Responsible for a range daily BAU tasks including daily P&L reporting, positionreconciliations and valuation testing using independent option pricing.
• Questioned current processes, identified control gaps and implemented solutions.Effectively communicated with stakeholders from other teams to achieve the best outcomefrom a control perspective.
• Supported trading with the introduction of new products and trading strategies.

Sydney, Australia

• 18-month development program during which graduates rotate through different business units within the Business and Private Banking division.Rotation Three - Commonwealth PrivateCommonwealth Private provides strategic.
• Recommended tailored solutions to meet the objectives of investors given their personal circumstances and risk tolerance.
• Documented the advice process, constructed multi-asset class portfolios and executed direct equity and managed fund trades.Rotation Two - Business & Corporate BankingBusiness and Corporate Banking provides commercial.
• Analysed and interpreted financial statements to conduct credit risk analysis.
• Managed my own workflow of analytical tasks including the completion of commercial loan applications, annual reviews and client meetings.Rotation One - CommSec AdvisoryCommSec Advisory provides full-service.
• Researched and presented written and oral updates on general economic trends and ASX200 listed companies.

Sydney, Australia

• 10-week program during which I supported the high value client (HVC) strategy manager to deliver initiatives that focused on increasing customer satisfaction.
• Liaised with technical experts to design and implement additional functionality on CommSec user platforms based on a gap analysis.
• After a successful pilot with high value clients, these functions have been rolled out to CommSec’s entire customer base.

Sydney, Australia

• BTIG is a boutique investment bank with operations in 17 countries across the US, Europe, Asia and Australia. I provided equity/derivative trade support on the institutional equities trading floor in Sydney.
• Responsible for trade booking, settlement management and commission reporting.
• Covered for the Head of Operations for two weeks in late December while he was on leave and was primarily responsible for the operations of the desk during this period.