Independent Financial Services Professional
Clermont-Ferrand Area, France
Independent Financial Services Professional
Clermont-Ferrand Area, France
Experience in managing a team of skilled professional analysts (people with brains, not clerks, salesmen or brokers...);
Scoping and implementation of platform redevelopment - improving the tools available to the analyst team and attempting to get the changes implemented;
Liaison with software developers (from whom I learned how to use SQL, and now I do my own coding in PHP and mySQL;
Construction of my own financial analysis platform - customised to my prejudices - in my spare time;
Goals: to take over InvestorWeb research this year, and turn it into a profitable little earner by globalising it and incorporating the analytical engine that runs my site (mine is better - I know IWL's back to front).
Strongly held opinions, outstanding technical knowledge, almost preternatural numeracy without being Rain Man. A good memory for facts. Pretty fluent French.
(Public Company; 51-200 employees; IWL.AX; Financial Services industry)
February 2000 — April 2002 (2 years 3 months)
Started as a Funds Analyst, then got moved up and across to head up the equities team. The company was sold in 2007 to a major bank so the ticker symbol is no longer valid. Now I am trying to take it over myself.
(Public Company; 201-500 employees; IWL; Financial Services industry)
February 2000 — February 2001 (1 year 1 month)
Analyst in Equities and Managed Funds team.
Undertook visits to Fund Managers, assessing process and personnel
Gave little talks to groups of Financial Planners
Presented material at Investors Expos
Wrote twice-daily Market Reports and bi-weekly eponymous column
Performed Equities Analysis
Contributed to Process Development for Equities and Mananged Funds Research
(Educational Institution; 11-50 employees; Higher Education industry)
1994 — 2000 (6 years)
Started out by building a working version of the Commonwealth Treasury's TRYM model (a macro model of the Australian economy) - which took six weeks starting from nothing but the (flawed) documentation.
See, for example, Powell, Malakellis, Transom and Marshall (1997), at http://www.treasury.gov.au/documents/239/PDF/p17.pdf
Worked primarily under the watchful eye of Michael Malakellis, who I admire greatly. Later, helped Peter Dixon (the head of the centre) in his work on analysing the effects of the GST on corporate client's profitabitity. Also did some work for Westpac... the gist of which became my PhD topic.
(Educational Institution; 5001-10,000 employees; Higher Education industry)
February 1996 — March 1999 (3 years 2 months)
Gave tutorials to groups of first-, third- and Honours- year students in Econometrics. Graded assignments and exams, gave guidance on future subject choices (informally).
Tutored students in ECM3430 Applied Econometric Modelling and also took lectures in ECM4340 (Applied Econometric Modelling - Honours) while lead professor was ill. Took tutes for some other subjects too if I recall.
I was universally loved by my students, indicating that I wasn't a very hard taskmaster. Let them tell you otherwise at their peril.
The job was what Americans with their loved for overblown job titles, would call an "Assistant Professor".
BEc (Hons) PhD (unfinished), Economics and Econometrics, 1990 — 2000
Financial markets, eating
Freemasonry
Top student (joint) in Econometrics and Economics 1995
Reserve Bank of Australia undergraduate research cadetship 1994
Australian Postgraduate Award (Priority Scholarship) 1996-2000
Australian Bureau of Statistics Prize for Top Honours Student - Econometrics 1995
Monash Vice Chancellor's Undergraduate Research Fellowship 1995
Straight Firsts in Masters' coursework 1996