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Network Power<100 people
Roles
🏦64%
Finance
🔥42%
Startup Founder
🧨42%
Consulting
Geos
🇬🇧21%
United Kingdom
🇺🇸14%
United States
🇧🇷7%
Brazil
Work Background
Craigs Investment PartnersPrivate Wealth Associate
Jun. 2021 - Apr. 2023Christchurch, Canterbury på New Zealand, New Zealand- Advised a portfolio of over 300 private wealth clients with portfolio values over NZD $250,000, and provided strategic equities and fixed interest investment recommendations.
- Supported a team of 4 wealth managers, collaborating on portfolio management and client servicing initiatives.
- Conducted in-depth technical stock analysis and calculations using Refinitiv and Microsoft Excel, optimizing efficiency and accuracy in portfolio monitoring and analysis.
- Assisted in portfolio management and investment analysis, including rebalancing portfolios to align with target asset allocations and incorporating clients' ethical investment objectives.
- Contributed to the client review process by ghostwriting personalized portfolio reviews, ensuring alignment with investment strategy and client goals.
- Facilitated order transactions, executing stock trades in accordance with client instructions and market conditions.
- Prepared comprehensive presentations and reports for clients, distilling complex financial concepts into clear and actionable insights.
- Utilized CRM and PowerBI systems to track and manage client information, ensuring accurate and up-to-date data for effective decision-making.
- Collaborated closely with internal assistants and departments to streamline processes and enhance client satisfaction.
- Demonstrated proficiency in Microsoft Excel for advanced data analysis, modeling, and reporting.
Leveraged Thomson Reuters Refinitiv for access to real-time market data and comprehensive financial research.
Just WaterCredit Controller
Jul. 2020 - May. 2021Auckland, New Zealand- Managed a ledger of over 5,600 business accounts, ensuring timely payments and maintaining a high level of customer retention.
- Investigated and resolved billing and account discrepancies, employing meticulous attention to detail to reconcile accounts and address customer concerns.
- Implemented credit control policies and procedures, streamlining processes and optimizing collections efficiency.
- Collaborated closely with sales and customer service teams, fostering cross-departmental relationships to effectively address credit-related issues and provide seamless customer experiences.
- Utilized Microsoft Excel and internal software to track and manage customer accounts, accurately recording payment information and identifying overdue accounts for follow-up.
- Employed effective communication and negotiation skills in managing and resolving customer inquiries, handling difficult situations with confidence and friendliness.
- Monitored and analyzed customer payment patterns and trends, identifying potential risks and proactively implementing strategies to mitigate credit-related challenges.
- Prepared comprehensive reports on credit control metrics and performance, providing valuable insights to management for informed decision-making.
- Leveraged strong problem-solving abilities to investigate and resolve billing disputes, ensuring prompt resolution and maintaining positive customer relationships.
- Demonstrated proficiency in Microsoft Excel for data analysis and reporting, enhancing accuracy and efficiency in credit control operations.
Helen Gilbert Employment LawyerPersonal Assistant
Sep. 2019 - Dec. 2019Auckland, New ZealandAs a personal assistant I was responsible for:
- Accounts Payable
- Accounts Receivable - managing emails, databases and filing systems
- establishing and organising case files - organising meetings
- managing expenses and case costs - proof-reading and preparing reports for accuracy and completeness
- organising and preparing documents and evidence for case interviews
- perform legal research Part- time job while studying my master's degree at Auckland University of Technology.
CSG LimitedDealer Finance Representative
Sep. 2018 - May. 2019The Dealer Finance Team is a team within CSG Finance which is responsible for processing applications and deals, and for ensuring the correct level of authority is obtained during processing in accordance with the policies. Job tasks include: - finance approving deals coming in from the Australian branches: investigating/ checking customer information, credit reports, financial reports, signatories and ensuring that contracts are up to standards and adhering to company policies
- verification of finance approved deals - providing account executives and business directors at the Australian branches with payout quotes for contract termination
Hello Monday NZHR & Recruitment Intern
May. 2018 - Aug. 2018Auckland, New ZealandInternship as a part of my studies. For my B3 internship I was allowed to choose a field that interest me. I chose Human Resources. My job tasks included:
- Screening and interviewing candidates
- Reference checking
- Answering phone calls
- Admin work
- Posting job ads
- Ensuring a high level of client and customer care is delivered throughout all processes
- Updating recruitment system (JobAdder) with relevant candidate information
- Updating CRM system (Capsule) with relevant client information
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