Developed in-depth analysis of Australian industry fund segment and its trends

Worked with leading global private equity group to generate a range of new product concepts, and test them with a sample of key decision makers

Advised UK based manager in regards to Australian market entry, including proposition, legal and logistic requirements, and financial projections

Benchmarked marketing divisions and their performance for major UK fund manager

Researched applications of ETFs in the Australian marketplace

Worked with in-house team to review global equities product strategy of a major UK fund manager

Developed direct channel strategy for major Australian fund manager, conducting field research and developing a product and pricing strategy

Performed product and pricing review of entire product range for Australian subsidiary of major US fund manager

Reviewed alternative investments product strategy for leading Australian alternatives manager and developed new growth options

Mapped Asian intermediary channels for UK manager considering market entry

Managed entire product development program for major Australian fund manager (on secondment basis)

Provided M&A product and marketing support services for a major fund manager performing due diligence on a prospective masterfund acquisition

Restructured extensive equities product range for major fund manager

Designed, developed, delivered hybrid infrastructure fund for major fund manager

Extensive range of individual projects to deliver new products across all asset classes and channels in wealth management, structured products, investment banking, investment lending and retail banking

Ran six-month project to migrate $2 billion model portfolio structure and 20,000 investors to new multi-manager structure

Managed RFI process for services required to in-source an administration capability that was previously outsourced

Provided ongoing support to major industry fund to deliver investment management projects

Managed development of significant new structured product for major Australian investment bank

Extensive experience in restructuring existing product ranges

Write quarterly investment and market reviews

Updated fact sheets and drafted new fact sheets to incorporate legislative changes

Updated Investment Guide to incorporate new investment options

Identified preferred positioning and key messages for major fund manager

Completed major PDS updating program

Re-defined value proposition, streamlined presentations and wrote a research paper validating multi-manager funds