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 and investment advice to high net worth individuals with a minimum annual income of $250k and the intention to invest at least $2.5 million.• 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 lending and banking products for a diverse range of businesses with turnover up to $500 million.• 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 stockbroking and investment advice for high net worth individuals across Australian and international equities and derivatives.• Researched and presented written and oral updates on general economic trends and ASX200 listed companies.• Overcame data integrity issues by building an Excel – IRESS solution and scaling it nationally across the advisory business.

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.