If you are interested in this candidate, please contact Simon Blau via email sblau@cerfinancial.co.uk or call on 0207 626 6065.
00355556
PROFILE:
Efficient, results-driven finance professional with 4 years of experience across institutional banking and funds management. Proven expertise in credit analysis, distressed credit exposure, and investment operations. Proficient in managing the full trade life cycle, coordinating corporate actions, and supporting front-office investment teams. Skilled in streamlining operations and supporting growth through scalable systems and expertise in complex financial instruments.
CAREER HISTORY:
May 2023 – Present
Banking
Associate, Financial Institutions Group
Funds and Financial Sponsors
- Lead detailed due diligence and financial analysis on wealth managers and investment vehicles, evaluating their risk-return profiles and ensuring alignment with mandates.
- Analysed fund performance data and provided portfolio benchmarking to identify potential trends, risks, and opportunities.
- Contributed to strategic planning by evaluating industry-wide market dynamics, fund flows, and economic developments impacting the investment landscape.
- Supported the structuring and execution of fund finance solutions, including subscription and NAV facilities, to enhance liquidity and capital efficiency.
- Non-Bank Financial Institutions
- Managed the end-to-end credit process for large corporate clients, including counterparty credit analysis, financial forecasting, and macroeconomic scenario stress testing.
- Collaborated with internal stakeholders, including credit risk, legal, and markets sales to develop and deliver structured credit solutions tailored to the needs of clients.
- Delivered timely proposals to transactions driven by event-driven liquidity needs, refinancing requirements, and annual reviews ensuring alignment with market conditions and strategic mandates.
- Three months maternity cover in ANZ’s Corporate Finance team, focusing on distressed and sub-investment grade credit exposures; worked closely with syndicate banks and facility agents to navigate loan restructurings, covenant negotiations, amendments, and consent process. Delivered high frequency reporting to senior managers providing actionable insights on creditworthiness, market conditions, and the potential impacts of restructuring activities.
November 2021 – April 2023
Fund Management
Analyst, Investment Operations
- Facilitated investment decision-making while optimising operational processes through comprehensive financial analysis, portfolio monitoring, and oversight of trade execution.
- Processed all trades and bookings, including daily cash, stock, and FX reconciliations.
- Executed investment consultant performance assessments, fund reporting, client reporting, risk management, product management, and compliance reporting.
- Researched market trends and regulatory developments in carbon pricing and sustainable finance, with implications for emerging market investment frameworks.
- Conducted ESG analysis and reporting for an active fund manager, aligning investment strategies with evolving regulatory requirements while maintaining a focus on fund performance
- Compiled fund performance and attribution reports for portfolio managers.
- Coordinated corporate action responses and aligned post-event fund allocation across portfolios.
March 2021 – August 2021
Council
Intern, Rating Valuations
- Collaborated with the Rates, Valuation & Data Management team to enhance financial understanding and support the triennial revaluation process.
- Maintained accurate property and valuation records while assisting with reporting and trend analysis.
- Executed comparable property analysis by researching recent sales, rental data, and market trends to substantiate accurate property valuations and rate assessments.
LEADERSHIP & AWARDS:
Awards and Recognition:
- Business School – 2021
- Duke of Edinburgh Gold Award - 2020
- Tutor for Economics for Business - 2019
- Scholarship, Future Leaders Scholarship -2019
- JH Bradley Memorial Scholarship -2018
- Deputy Head Girl, Co-head of Academics and Senior Girls Hockey Captain - School - 2018
Memberships:
- Emerging Leaders Programme – Massey New Zealand
- Institute for Finance Professions New Zealand
- Surf Lifesaving New Zealand
EDUCATION:
University: Bachelor of Applied Economics Minor in Finance
References Available Upon Request
If you are interested in this candidate, please contact Simon Blau via email sblau@cerfinancial.co.uk or call on 0207 626 6065.
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