Track Record

Track Record

Equities

Equity Research analysts:
  • Recent placements include three associates for Morgan Stanley (as preferred supplier) in TMT, Energy and Gaming/Consumer sectors.
  • 2 x mining/resources analysts for mid tier/boutique stockbrokers.
  • Mid Tier stockbroker – Lead healthcare analyst, associate healthcare analyst/2IC
  • Mid Tier stockbroker – lead small/mid cap general industrials analysts
  • Mid Tier stockbroker – Banks/financials lead analyst.
  • 2 x senior Equity research analysts – Global Equities team of a local well known fund manager.
  • Boutique corporate advisory, Mid tier stockbrokers and global investment banks – dozens of equity research analysts from juniors to lead analysts across all sectors since 2000.
Institutional Sales Traders/Research Sales/DTR’s/Operations
  • Recent placements include a DTR from one boutique broker to a mid tier stockbroker
  • Mid tier stockbroker – 2 x Institutional dealers, 1 x Swiss institutional dealer to cover sales into Europe – created the institutional sales division for the firm.
  • Mid Tier stockbroker – 1 x institutional dealer covering the Asian market
  • Mid Tier Stockbrokers – numerous institutional dealers who deal with local fund managers.
  • Numerous DTR’s/SEATS operators for stockbrokers, execution houses and global banks since 2000.
  • Numerous operations roles filled in the following areas: Client account managers, settlements clerks, middle office, prime brokers, dealer assistants, EA’s, Bookings clerks, compliance,
Wealth Advisory (Private Client Advisors, Private Bankers, Financial Planners):
  • Recent placements include 3 Associate advisors, 2 x private client advisors.
  • Head of Wealth advisory – Mid tier stockbroking firm
  • Head of wealth advisory – Boutique stockbroking firm.
  • Moved a $250m FUM dealer group from to a national financial planning dealer group.
  • Placed over 30 private bankers with mostly Swiss private banks in Australia, Singapore and Zurich, as preferred supplier. One private banker has been in the role for 15 years and his team manage well over $1BLN in FUM.
  • Placed over 30 Private Client advisors with boutiques, mid tier stockbrokers and global banks.

PRIVATE EQUITY

  • Recent Private Equity placements include CFO, Associate director, manager, 2 x Analysts for two PE houses.
  • 2 x Associate directors & 1 Analyst – Resource/mining Private Equity fund.
  • 1 Director, 2 x Associates global PE fund.

DISTRIBUTION/BDM/ORIGINATION

  • Recent placements include 2 x directors with property funds management groups, 1 x deal origination and structured property lending/funds management group, 1 x BDM Australian small caps fund.

INFRASTRUCTURE (including Renewable energy)

  • Recent placements include 1 x investment manager (global waste to energy fund), 1 x associate global renewable energy investor/fund.
  • Analyst, Associates, Associate Director for PE owned global infrastructure investment manager, prominent in PPP’s.
  • 2 x associates for Dutch renewable energy investor (onshore/offshore wind, among other renewable assets).
  • 1 x Analyst in project finance of a South American solar energy developer.
  • 1 x Senior associate PF with a French listed renewable energy investor
  • 1 x associate with the Infrastructure investment management team of a local superannuation fund.

Food manufacturing, processing, sales and distribution

  • Product development manager – Pet Food manufacturer
  • Maintenance manager – Pet food manufacturer
  • Account Manager – Food ingredient distribution business
  • GM Operations – Food manufacturer