Graduate in Actuarial Science and Finance with experience in software development for wealth management and financial services. Bringing and unique blend of technical and financial expertise to new opportunities. Worked on developing financial tools, analyzing data, and handling financial transactions, controls, and reconciliations. Recently relocated to London from Wellington NZ to continue career growth in finance- related software development.
Sharesies | Aug 2021 - Feb 2023.
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Developed robust and scalable REST APIs and services to be deployed to AWS for 500,000 using Python, Flask, and PostgreSQL.
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Utilised expertise in financial transactions, controls, and reconciliations to develop compliant and robust systems for superannuation and managed funds business.
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Built integrations with third-party custodian for the KiwiSaver and managed funds business and conducted data modeling, performance and E-mail integration testing.
Jarden Securities Limited | Jan 2020 - Aug 2021.
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Collaborated on stages of systems development lifecycle from requirement gathering to releases for teams of financial advisers managing 20,000 clients to improve efficiency through in-house CMS, portfolio management software, tax reporting, and bulk ordering.
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Implemented AWS Lambdas, traditional Kubernetes micro-services with both REST and GraphQL interfaces using; Python, Typescript, and Node.
Jarden Securities Limited | Jan 2019 - Jan 2020.
- Developed portfolio management tooling using VBA, PowerQuery, and MS Excel for financial advisors managing portfolios between 1 and 100 million dollars.
Victoria University of Wellington | 2016 - 2019 | GPA 6.0 | WAM: 77.6
Study involved statistical modelling for generic sciences and financial systems, actuarial products, and financial theory. Primarily focused on stochastic process and modelling of financial and actuarial products. Statistical papers focused multivariate analysis and linear modelling.
Winner | Sep 2019.
Competed against New Zealand University teams in building a 3 sheet DCF and comparables model to value and provided an investment recommendation for SPK. I was responsible for building the 3 sheet model, using the research done by my teammates to inform my parameters. Analysis focused on the growth of SPK's growing cloud consulting and infrastructure business.
Winner | Jul 2019.
Valued and provided recommendations on WHS using a 3 sheet DCF and comparables model. I was responsible for building the 3 sheet model, using the research done by my teammates to inform my parameters. We were assessed on the complexity of our valuation model and the depth of analysis.
Participant | Oct 2018.
Presented an investment recommendation on CVT, before a panel of judges and in a valuation report as part of the VUW team. I was responsible for implementing a stochastic valuation model based on a monte carlo simulation of honey yields to project revenue in a 3 sheet DCF.
Victoria University Commerce Students Society | Jun 2019 - Dec 2019
Planned and hosted Academic and Welfare events for the second large club at Victoria University. These include Welfare day in partnership with The Mental Health Foundation and other Sponsors, and study sessions.
Victoria University Commerce Students Society | Dec 2018 - Jun 2019
Interfaced with students and faculty for the School of Economics and Finance at Victoria Business School. Included planning events and workshops for students.