Feb 09 – DaVinci Advisors Portfolio Manager Sydney NSW

 Daily gearing check for managed fund clients. Tracking gearing ratio’s across
different client and advisor groups.
 Reconciliation of Equity warrants and SMSF super funds for financial year 08.
 Monitoring corporate actions and advising clients of share purchase plans,
entitlements and term deposit maturity’s and rates.
 Administration for dividend reinvestment plans, applications, co-contributions.
 Managing reconciliations of bank balance across the various marginal loan
and cash management accounts.
 Providing recommendations on software applications. .
 Updating transactions on Praemium and BGL for client accounts.

July 07 – Nov 08 Satacom Project Coordinator Sydney

NSW

 Reporting- Days x Resource Cost. Hardware/Software Requirements (Test

servers, Production Servers), Weekly status reports.
 Tracking requirements in Ms Project Server 2007 and Co-ordinating
requests. Maintaining project records for 2 Project Managers.
 Working with the database on the test and production server.
 Taking minutes and actioning follow up items.
 Creating, Updating and Reviewing process and procedure documentation.
 ]Agile project management and PMBOK 2 exposure.

Jan 07 – Jul 07 Perpetual TrusteesProject Officer` Sydney NSW

 Maintained Beethoven Database (whilst migrating from Legacy Systems)
 Responsible for gathering business requirements, analysing and preparing
specifications for developing new systems or modifying existing applications to
support key business processes
 Applied updates to Beethoven Database(Config)
 Performed share point administrative functions.
 Worked on over 20 Beethoven configuration pieces with cross functional
work teams through JIRA Tracking.
 Created system information flows during config from Product Disclosure
Statements.
 Participating / Driving continuous improvement of processes through process
review and redesign
  Documenting Business procedures and processes.
 Relationship Management with all stakeholders internal and external.

Jun 06 – Jan07 Perpetual TrusteesOperations Support

Sydney NSW

 Created and maintained Entire Wealth Management Intranet.

 Successfully ran monthly Brokerage and Distributions.

 Relationship Management: Maintaining existing relationships with internal

stakeholders(Reserve Bank Of Canada/Custodian)
 Client Servicing: Investment link maintenance and investigation, Coordinate,
schedule and process after hours batch processes.
 Assist with User Acceptance Testing of delivered software upgrades and data
fixes for Client Operation applications (eg. Composer, Calibre, Filenet &
Paris, PUMA) as required.
 Manage and maintain reporting and decision support information e.g.
Investment data for specific funds to enable SLA’s to be met.