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Senior Financial Planner / Analyst

I have extensive experience in Relationship Management, in Bank of Ireland this was my direct role. I was responsible for identifying new opportunities and negotiating with clients to ensure these opportunities were maximized. I also worked in Collections dealing with accounts that had defaulted. In Anglo Irish Bank I was in commercial property lending and then i was promoted to treasury where i worked as a part of the funding team.

Work Preferences

Desired Salary
55,000 - 100,000 per year  
Availability
Immediately  
Desired Job Type
Any Type  
Can Travel for Work
Extensively  
Highest Education Level
Diploma/Certificate  
Current Location
Melbourne  
Relocation
Will Consider Relocation to;
 
Sydney
NSW Other
VIC Other
Brisbane
Gold Coast
QLD Other
Perth
WA Other
Adelaide
SA Other
Hobart
TAS Other
ACT
Northern Territory
Other - Outside Australia
Residency / Visa
Working Holiday Visa

Skills Profile

Client Service Manager
Financial Advisor/Associate
Financial Planner (High-Net-Worth)
Financial Planner (Risk Focused)
Financial Planning Manager
Portfolio Administrator
Technical Skills Skill Last Used Yrs. Exp.  
  SAP 2006 3  

Employment History

Job Title
Portfolio Manager
Industry
Financial Services
05/2006 to 01/2010
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Portfolio Management Group generates secure funding from the Bank’s loan book, to date PMG has raised in excess of €25b


  • Worked as part of a busy team to determine what loans are eligible for PMG’s funding programmes from a book of over 1,000 loans

  • Designed a weekly funding report and prepared for our counter party to raise
    c. €10b in funding

  • Analysed Anglo’s loan book to transfer eligible loans to Anglo Irish Mortgage Bank. AIMB has issued €4.3b in asset covered security to date

  • Negotiated with Covered Asset Monitor (MAZARS) to ensure ACS meets best regulatory standards

  • Maintained the bond’s AAA rating from Moody’s and Fitch through extensive ongoing due diligence e.g. accurate review of current rental income

  • Compiled reports and presentations for potential new funding programmes

  • Organised ongoing meetings between PMG and Lending Directors to ensure funding met requirements

  • Observed bi-annual lending loan reviews to monitor all loans included in ongoing funding programmes

  • Promoted PMG to all areas of Anglo to ensure PMG optimised potential funding

Job Title
Relationship Manager
Industry
Financial Services
01/2002 to 04/2006
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  • Relationship Manager with responsibility for managing a portfolio of business and agriculture clients to maximise their facilities

  • Responsible for managing out of order account to ensure the bank maximized their return.
  • Reviewed credit applications, identifying and assessing credit risk and establishing if repayment capacity exists

  • Underwrote new lending for viable businesses and made recommendations on requests

  • Selected to design and implement a two week induction course for 50 new members to the business unit