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Accomplished financial professional offering over 15 years of experience with equities, debt, commodities and derivatives in both the traditional and alternative investment arenas. Exhibits solid expertise regarding operations in trading (investment banking)and fund management. Proven ability to minimize risk and maximize operational revenue by devising continuous process improvements and initiating measures to increase efficiency, streamline operations, simplify complex structures and decrease unnecessary overhead. Forges long-lasting client and business partner relationships to benefit the mutual development  of all parties. Innovative individual with demonstrable commitment to sustainability, the growth of sustainable investing and the transition to a cleaner future. 

Key Skills assessment

& Process Improvements and Cost Control/ Reduction - Devised and implemented processes, systems and internal controls to strengthen operations, increase productivity and cut costs.

& Team Leadership and Vendor/Project Management - Expertise in leading and building teams, collaborating with senior executives in improving operations and managing vendor negotiations.

& Business Development and Strategic Planning - Adept at analyzing the competitive landscape, conducting research and building a positive brand while fostering client engagement.

Core competencies

Operational Risk Mitigation

Investment Banking (Trading Floors)

Alternative Investing (Hedge Funds)

Sustainable Investing

Data Analysis and Reporting

Attention to Detail with Trade/Deal Cycles

Portfolio Management (NAV calculations, Pricing, Sharpe Ratio))

Investor Pitching  (Due Diligence)

Stakeholder Interaction

Research and Analysis

Team Building (Leadership)

Entrepreneurial Thinking

Certifications

ICE Emissions Market and Trading Programme - 2009

Diplomakurs Zertifikat Deutsch fuer den Beruf - 2009

PRINCE2 Foundation Examination - 2005

Postgraduate Diploma in Science - 1997 (University of Queensland)

Bachelor of Science (Biochemistry) - 1995 (University of Queensland)




Professional experience

Jan 2014Present

Sabbatical

Stichting Den Haag Marathon, The Hague

This Foundation is a charitable organization aiming to provide athletes with long distance running events through the City of Peace and Justice

 I contribute by being a Volunteer Team Leader and Administrative Assistant

20102013

Founder and Managing Director

Pounamu Environmental Commodities, The Netherlands

Main Proponent in designing a fund (starting investment 10 million euro, maximum of ten investors) where both nature and investors benefit via the creation of a hybrid product with the following investment themes; emissions trading, power and oil, renewable energy sources, agriculture and forestry.  The team was diverse (4 people)and founding tasks involved:

  • Researched and networked for a hybrid hedge fund specializing in the global energy and emissions complex and investing in the sustainable forestry sector in developing countries(Brazil, Indonesia, Peru)
  • Liaised with legal experts specialized in offshore domiciled funds and decided on the overall fund-adviser set up with the Administrator
  • Structured the fund so as to be compliant with current AIFM regulations and cost effective for both the investors and team
  • Interacted with Potential Investors, Vendors, Service Providers, Project Developers and Financial Regulators
  • Identified, Analysed and Indicated Investment Opportunities and wrote the Major Required Documentation for the Fund;Business Plan and Model with Budget for first two years, Fund Term Sheet and Overview.
20072009

Business Risk Manager - Associate Vice President

Credit Suisse Investment Banking, Zurich  

Credit Suisse is a world-leading financial services provider with assets of CHF 1377 billion under management and a workforce of 45,800 individuals. Credit Suisse Group AG (CSGN) is listed on (SIX) and in the U.S. (NYSE) as ADR's

  • Effectively designed and implemented Business Continuity Strategies and mitigated the sources of operational risk on the trading floor
  • Performed proactive cost cutting analyses in relation to trader registration and monitored employee registration and FA rights
  • Complied with FINMA and SEC and drafted and reviewed compliance directives and policies for use by Trading, Prime Banking and Mid Office
  • Solved operational incidents related to trades and deal cycles and established an improved, streamlined operations process for markets
20062007

Client Services Specialist - Middle East Desk

(RMF) Man Investments AG, Switzerland 

Man Investments is a subsidiary of Man Group Plc (LSE:EMG). The Group is a constituent of the FTSE 250 Index and an alternative investment provider with USD 76.8 billion assets under management and 1078 employees worldwide

  • Served as the Business Analyst for the Department (systems developments and streamlining) and identified data inconsistencies in reporting and relayed concerns to data owners and IT personnel
  • Wrote monthly reports for diversified, style and theme hedge funds, maintained performance summaries and sales texts for FoHF products
  • Identified  business process inadequacies and sources of structural systemic risk as well as ways to improve overall reporting efficiency
  • Served as Main Contact for the ME investors and assisted Investment Analysis with product (NAV etc) and data queries
  • Support of Sales staff with portfolio related material, research data and promotional documentation; on-boarded new investors
20052005

Financial Application Business Analyst - EMEA

Reuters B. V., Amsterdam, The Netherlands

Reuters B.V. is a subsidiary of ThomsonReuters - the answer company powered by the world's most trusted news organization. Listed on TSX and NYSE (TRI),TR employs 53000 people, with USD 12 billion in revenue (2014)

  •  Participated in the organisation and coordination of a small product team and ensured correct documentation of Reuters-clients meetings
  • Coordinated with clients as to system upgrades of ROMEX and assisted in the implementation of these upgrades at client sites
  • Traveled to the manufacturer and improved communication between Reuters system engineers and the manufacturer. Co-ordinated system improvements and fixes with the manufacturer according to client needs
  • Support of Sales Staff with financial expertise and RFI completions
  • Gave client training when required and identified potential new clients of Reuters products and improved overall organisation of the team
20032005

Derivatives Documentation Officer (Fixed Income)

ING N. V., (Treasury) Amsterdam, The Netherlands

ING Group is a Dutch multinational financial services corporation.The Group serves over 48 million clients in 40 countries with a workforce exceeding 75,000. Is a component of  Euro Stoxx 50 index (INGA) and listed on NYSE (ING)

  • Trade Settlement work for OTC interest rate derivative trades executed by ING Bank and its counterparties in Europe, the U.S., Asia and Australasia 
  • Designed new procedure to handle unrecognised trades and trade issues-undertook self-study on investment security types
  • Interacted with the many counterparties and brokers of ING Bank and ensured trades complied with the correct ISDA agreements
  • Alerted the traders as to inconsistencies and incorrect trades Liaised with Legal and Compliance and assisted with streamlining operations so as to be more efficient and eventually automated using SWIFT
20012003

Biotech Equity Analyst

ING Investment Management, Brussels, Belgium

ING Investment Management is the principal asset manager of ING Group and is active in 33 countries with over 3,200 professionals managing client funds. It manages assets globally of a worth of approximately Euro 326 billion

  • Analyst for the two ING Healthcare Portfolio Managers and worked closely with them in order to ensure the continued success of their specialist global healthcare funds(total NAV~ $1 bln and all market caps
  • The role required attendance of company presentations and conferences and the marketing of the ING funds to institutional investors
  • Financial analyses for three mutual biotech funds (NAV~ $185 mln) (Cash burn and strength of pipeline and royalty agreements being key factors aside from the general equity valuation techniques)
  • Summary sheets and Profit and Loss Models created to assist final investment decisions and cohesion with the overall ING healthcare portfolio investment mandate
  • Created presentations of the funds, maintained a drug database. and monitored the daily fluctuations in the underlying stocks
  • Attendance of company roadshows and events e.g. Zymogenetics IPO Negotiation with top brokerage houses and Sales Executives
19982001

Systems Analyst, Global Transaction Services

ABN AMRO Bank N.V., Diemen and Chicago, U.S.A.

ABN AMRO Bank in 2001 was the leading universal financial services provider in NL. By 2007 it was 8th largest in Europe by assets and had operations in 63 countries, with over 110,000 employees. (Recently underwent  successful IPO)

  • Project Management tasks within Quality Assurance of electronic banking products and the writing of test plans and reports
  • Introduction of IBAN tested within my remit and member of test team DRY RUN where real payments and actual banking infrastructure tested
  • Testing was carried out in both the Netherlands and Chicago for the major open linking banking product sold to multinationals

Languages

English (native speaker)

Dutch (fluent professional)

German (fluent professional)

Portuguese (basic)






Education

memberships

* Organization - Forum Nachhaltige Geldanlagen (promotes sustainable investing in German speaking countries)

* Volunteer - World Wildlife Fund and World Sustainability Fund

* Sponsorships - Stichting Vier Voeters and The Hague Animal Foodbank

Technical Skills

* Trading - Bloomberg, Exchange GUI's, Reuters Eikon, Reuters 3000Xtra and Trayport Trading Gateway

* General - Microsoft Office 2016, Windows 10, Lotus Notes, Internet and Social Media (Facebook/Linked In)












Interests

'The Green Market Revolution' 

Traveling, Reading, Sailing, Swimming

Attending Conferences and Expos

Community Work







LEGAL STATUS

* Single Female

* Dutch and New Zealand Citizen

* Experience Abroad (AU, US, CH, EU)

Further Professional development

***** Eager to pursue an International Executive MBA

AND / OR

***** Complete the Chartered Financial Analyst Certification