Adelaide, Australia, 5000
Joined on June, 2012
Any day after 5PM
Up to 30 minutes away for a flat fee
Rutgers College, Rutgers University, New Brunswick, NJ, USA
Concentrations: Finance, Accounting & German
Australian Financial Markets Association – Accreditation (1998)
Intermediate Operations Training Course - International Swaps & Derivatives Association, Inc.
Presenter of Collateral Management Master Class in Singapore and Malaysia to Senior Level Staff from Central Banks, Investment Banks, and leading Commercial Banks
Mobile: 0434 150 260
Summary of Qualifications:
High energy, goal oriented Treasury Professional with over 15 years experience in which I have displayed exceptional analytic, interpersonal and communication skills and successfully gained an extensive background in the following broad based competencies:
Treasury Cash and Collateral Management Fixed Income / FX Dealing and Hedging
Systems Implementation / Upgrades Expert Excel Skills / Data Analytics / Model Building
Liquidity and Margin Management Skill Set Across all Asset Classes
Diverse Front, Middle and Back Office Background Reporting and Improving Efficiencies / Accuracies
Project / Change and Infrastructure Management Profit / Loss (P/L) Calculation / Variance Analysis
Prime Broker / Counterparty Relationship Management Bloomberg and Reuters
Western Power April 12 – June 12
Perth, WA – Robert Half Contract
Treasury Consultant – 3 month Contract
Re-Designing Treasury Management monthly and quarterly reports using guidance from CFO, Treasury Branch Manager, Treasury Financial Risk Manager and Treasury Accounting Manager for distribution to the CFO, Treasury Branch Manager and Senior Board Members on the Finance & Risk Committee and Treasury Management Committee.
Following KPI’s and changes to Treasury Policy due to recommendations from Senior WA Government Levels, (Regulated Power Industry), developed Treasury Management Dash Board Reporting, Re-designing and implementation of automated reporting.
Utilised Excel, Treasury System (Quantum and QRisk – Sungard), Accounting System (Ellipse) to implement efficiencies and development of a more robust and sophisticated Management Reporting Dash Board as well automating the Monthly and Quarterly Treasury Management Report for Senior Stakeholders.
ANZ July 11 – March 12
Manager, Collateral Management, Global Middle Office
Involved in the final stages of preparation for the System Upgrade from an End User Point of view acting as a
key liaison between internal business analysts, Internal IT and Project Management Teams and Vendor implementation team and vendor management.
Daily management reporting of Collateral Positions to Senior Stakeholders, across Credit, Finance, Dealing and Risk.
Assisted in the management and successful upgrade of the collateral management system, Sentry version 5.26 from the vendor, Algorithmics, including Integrity of Data Migration and Management of the Creation of new reports via a new external reporting Server.
Heritage Building Society Feb 09 – April 11
Senior Treasury Dealer – Acted as partial BA / Project Manager to upgrade Sungard Quantum Treasury System
Daily management of Front Office Treasury Dealing of largest Building Society in Australia according to internal policies, board and management oversight and Australian Prudential Regulations.
Daily dealing and management of liquid portfolio with a total Portfolio size of 800 Million.
Ownership and control of systems upgrade of Sungard Quantum and Qrisk after initial review of Sungard and other treasury systems offered to the Australian banking community. Solely managed project from start to final implementation utilising internal IT staff as well as senior Sungard consultant.
Grew and Maintained the Portfolio of High Quality Liquid Assets / Wholesale Funding through raising funds from other Authorised Deposit Institutions, Investment and Commercial Banks, State Treasuries, Reserve Bank of Australia (via repo transactions), Councils, Universities and Religious Organisations.
SAC Capital Advisors, LLC Aug 08 – Dec 2008
Stamford, CT / New York, NY, USA
Senior Fixed Income Operations Consultant (Short Term Consulting prior to Relocation to Australia)
14 Billion Dollar Hedge Fund
Middle and back office daily functions comprising daily trade and cash reconciliation, settlements and risk reporting and analysis for the Fixed Income and Repo Portfolios including ad hoc projects to improve efficiencies.
Extensive daily use of Bloomberg for trade and cash reconciliation and settlements of large multi-billion Dollar Income and Repo trading books with multi-billion dollar notional volume trade turnover.
Successful creation and implementation of excel automation of month end reporting from Murex Front Office
System for use by middle and back office staff of 6 and various senior analysts and Treasury / Collateral Management covering one of the largest Repo and Fixed Income Trading Books within the Hedge Fund Space.
Pequot Capital Management, Inc. 2006 – June 2008
Westport, CT / New York, NY, USA
Senior Associate – Treasury Collateral, Margin and Hedge Fund Cash Management
Infrastructure Rebuild and Re-development
7 Billion Dollar Hedge Fund
Sole controller of Treasury Collateral and margin management and Hedge Fund Cash Management (with CFO and Financial Controller guidance).
Individually maintained and actively managed over 400 Hedge Fund Prime Broker accounts across 7 Prime Brokers and over 300 related collateral accounts across 17 Investment Bank collateral departments for 90 Hedge Fund entities of one of the largest Hedge Funds in the world leading up to and during the Global Financial Crisis.
Signatory for wire transfers / monitor cash availability / margin and collateral requirements for 90 Funds / create yield enhancement by eliminating unnecessary debit credit spreads across 7 Prime Brokers and 17 separate collateral departments.
Developed Best of Breed Hedge Fund Collateral and Margin Management through robust data management,
to provide substantial leverage to certain funds through negotiation with Prime Brokerage Senior Management and transfer of securities to particular Prime Brokers to maximize Cash Availability.
Created Yield Enhancement of over 77 million USD through process improvements, margin enhancement, efficient use of Cash Management across entire Portfolio, and Project Management of Stock Pair offs across 7 Prime Brokers.
FrontPoint Partners LLC 2005 - 2006
Greenwich, CT / New York, NY, USA
Treasury Collateral, Margin and Hedge Fund Cash Management Analyst
Infrastructure Build Out from Infancy
(Reporting Directly to Financial Controller and CFO) – 7 Billion Dollar Hedge Fund
Sole Controller of Treasury / Hedge Fund Cash Management (with CFO and Financial Controller guidance).
Developed Treasury Department from infancy to maintaining over 75 Hedge Fund Master (lead accounts) and off shore Feeder Funds and over 50 Related Money Market Accounts. Developed and maintained Relationship Management with Senior Banking Management at Bank of New York in their Alternative Investments Client Service Management Division, Custody Division, Cash Management Systems Division, Foreign Exchange Division, and Money Funds Direct Division.
Tradex Capital Markets – Hedge Fund Administration 2003 – 2004
Mt. Kisco, NY, USA
Senior Hedge Fund Accountant and Profit and Loss (P&L) Analyst
Managed and analyzed all aspects of Hedge Fund / Prime Brokerage accounting and operations.
Demonstrated ability to control all aspects of Hedge Fund accounting and operations including cash reconciliations, trial balance posting, general ledger posting, P&L calculation / analysis, management fee and incentive fee calculation and payment.
UBS Warburg, Sept 2002- Dec 2002
Stamford, CT, USA
Short Term Contract - Pricing Consultant - Corporate Fixed Income Business Unit Control (BUC)
Extensive Bloomberg utilisation to test prices of daily, weekly and monthly profit and loss estimates of large Corporate Fixed Income Portfolio.
AIG Trading Group, AIG International Inc., 1999 - 2002
Greenwich, CT, USA
Collateral & Margin Manager (2000 – 2002)
Managed and controlled all components of collateral and margin requirements for Top Tier Hedge Funds, Central Banks and Investment Banks for foreign exchange, foreign exchange options, interest rates, interest rate options, precious metals, precious metals options, base metals, base metal options, vanilla / exotic derivatives.
Precious Metals Derivatives Operations Manager (1999 – 2000)
Managed all aspects of Precious Metals special business / lease Derivative Operations, comprising approximately $2.8 Billion Portfolio in Gold, Silver, Platinum, Palladium, and Rhodium. Back Office Derivative Operations, including trade processing and settlements, ISDA Documentation, and Foreign Exchange Hedging of Portfolio.
National Australia Bank 1996 - 1999
Melbourne, Victoria, Australia
Treasury Junior FX Dealer (1997 – 1999)
Price Making of Spot Foreign Exchange, FX Swaps and Forwards and Reuters Deal Confirmations.
Position keeping, credit risk assessment, and position reconciliation.
Learned how to work under extreme pressure as this experience was during the Asian Financial Crisis.
Profit and Loss Analyst, Daily Performance Reporting Department- P&L Analyst (1996 – 1997)
Produced and Analyzed Daily P&L and Value at Risk reports of both Interest Rate and Foreign Exchange Treasury Products for NAB Group Treasury for distribution to Senior Management.Daily Variance Analysis between Front Office and Back Office Profit and Loss Estimates.
Gained Astute Analytical Skills and Knowledge over a wide range of Treasury Products, including Fixed
Interest, Interest Rate Options, FRA’s, Interest Rate Swaps, Currency Swaps, and Spot and Forward Foreign Exchange.
Microsoft Office, Expert Excel, Visual Basic, Numerous Internal and External Trading and Cash Management Systems, Treasury and Trading System Evaluations / Selection and Project Management
Bloomberg and Reuters Financial Markets Systems
Data Management, Front Office through to Back Office Deal Processing and Reporting
Systems Upgrades / Selections and Assistance in Implementation around End Users and Vendors - Sungard Quantum / QRisk and Algorithmic's Sentry Collateral Management System.
System Training to End Users after initial implementation - Geneva Accounting System, Merlin FX System and various other internally developed Systems.
HobbiesTravelling, Soccer, Family, Church, Music, Dancing
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