Investment Analyst

E-mail: ***********@*****.***

Interests: Investing, sport, learning, reading

Phone number: +61-424-***-***

Address: 42nd Street, New York

Employment experience

Associate Equity Analyst – consumer (Dec 2018 – present):

Investors Mutual Limited (owned by Natixis Global Asset Management) - $10b AUM.

Consumer stock coverage - idea generation, screening, detailed financial modelling, meeting companies, company valuation.

Writing reports with buy/sell/hold recommendations and pitching consumer stocks to portfolio managers.

Interviewing top CEO’s, CFO’s and industry experts regularly to investigate investments and gather insights.

Writing quarterly stock specific and global markets commentary for large institutional clients.

Generating ideas for the recently established long/short market neutral fund.

Ellerston Capital

Sales Associate - (April 2018 – December 2018)

Preparing portfolio data, attribution and powerpoint decks for portfolio managers to use for institutional pitches.

Assisting with distribution for Ellerston portfolios including Global Long Short, Australian Market Neutral, Global Macro and VC/PE.

Financial advisory Analyst – Deloitte - (June 2015 – April 2018)

*Divisional revenue trebled during my tenure since 2015.

Researching industry trends and presenting powerpoint reports.

Assessing company capital allocation.

IPO preparation for a mid-cap company.

Consulting to a large US based tech company outsourcing their Australian finance function to the US.

Education

University of Sydney - B.com – Finance major. 2016 exchange scholarship, Aarhus, Denmark.

High School: St Ignatius’ College Riverview

*ATAR (High school score): 99.35 including +5 bonus points for Elite Athlete Track and Field.(top 0.65% of Australia).

Skills

Idea generation, investment research, strong financial modelling, excellent report writing skills, excellent communication skills both written and verbal, advanced Factset capability, proficiency with a Bloomberg terminal and IRESS, Advanced Microsoft Powerpoint, Excel and Word, WordPress programming capability, personal investing in equities, equity options and commodities.

Achievements

Deloitte Young Achievers Program, u23’s Australian national 400m sprint qualifier (49.5 seconds), NSW Premiers writing prize, Sydney University Elite Athlete Program scholarship, H&H HSC Tutoring – co-founder GPS football premiership in the 1st XI at Saint Ignatius College.

Voluntary Community Service (2011-2019):

Cooking and serving breakfast as part of an outreach program in Surry Hills for young Aboriginal children, Assisting to build the ‘Fairy Garden’ (a sanctuary for hospital patients and their families) at the Royal Randwick Children’s Hospital, spending time at the Villawood Detention Centre for refugees.

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