Expert Details
Financial Services Management
ID: 738997
Australia
Will has experience working with institutional clients throughout APAC and internationally. Will also executes an APAC leadership role in global asset management programmes, working with clients to re-shaping their distribution capabilities (through market segmentation, service re-alignment, and changes to product and pricing structures) and assisting in creating long-term performance management and measurement frameworks.
Prior to joining consulting, Will gained international experience with a global investment manager, executing projects for senior management across Asia, Europe, and Australia
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 2015 | Degree: Master of Commerce | Subject: Business Strategy | Institution: University of New South Wales Australian School of Business |
| Year: 2007 | Degree: Bachelor of Economics | Subject: International Trade and Finance | Institution: The University of Queensland |
| Year: 2007 | Degree: Bachelor of Commerce | Subject: Corporate Finance | Institution: The University of Queensland |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2011 to Present | Employer: Undisclosed | Title: Principal Consultant | Department: |
Responsibilities:- Working with participants across the investments industry value chain, including investment managers, banks, distributors, pension funds, public and private for-profit and not-for-profit institutions- Works with financial services clients to devise business strategy, industry and market projections, product development, implementation of significant change projects, and assists clients addressing ‘fork in the road’ decisions relating to participation model, competitive positioning, business configuration and economics, and business case development. Works across segments and geographies, with a particular focus on the issues facing multinationals as well as large domestic institutions seeking to expand into new markets, and the interaction between participants in the investment and wealth management industry value chains - The majority of consulting engagements focus on large, mature markets that present a high degree of regulatory and competitive intensity, and lower levels of organic market growth. A growing minority of engagements involve working with clients to transfer or translate global innovations or best practices into new markets, or focus on issues or opportunities that sit at the intersection of multiple segments - Key responsibilities include: o Leading components of client engagements, managing Analyst and Consultant deliverables, and supporting Partners in Australia and offshore o In depth knowledge and understanding of consulting team structures, roles, responsibilities, analytical techniques, financial modelling, and problem solving frameworks o Synthesising findings and developing compelling, structured presentations that clearly articulate recommendations o Presentation of analysis and engagement deliverables to clients o Support implementation of these initiatives as required o Building strong relationships with other divisions to leverage specific areas of knowledge and expertise, to generate analysis for presentations o Building relationships with business leaders and an understanding of the industry, market & competitor trends |
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| Years | Employer | Title | Department |
| Years: 2010 to 2011 | Employer: ING Investment Management | Title: Senior Analyst | Department: Strategic Business Development & Executive Office |
Responsibilities:- Reporting directly to the Australia Chief Executive Officer, undertaking special assignments and initiatives delegated by the CEO and Asia/Pacific Regional General Management. This includes providing support on new business initiatives, partnerships & business ventures, industry trends, domestic and foreign regulatory developments- Executing product management and development responsibilities across equity and fixed income products, including but not limited to the management of protected capital product guarantor negotiations and cross-business importation of a Luxembourg domiciled AUD fixed income strategy (Luxembourg domicile) for Asia/Pacific regional distribution - Lead Australia Project Manager overseeing the severance of ING Investment Management Australia Ltd from ING Bank N.V. and ING Group N.V. including management of all local disintegration & rationalisation. The responsibility includes assisting the CEO with all preliminary divestment discussions, managing subsequent negotiations, due diligence, contractual negotiations and completion - Assisting the Head of Strategic Business Development and Head of Fund Distribution in the preparation of business cases concerning investment strategy import/export initiatives between global ING Investment Management capabilities, competitor benchmarking and preparing concise industry intelligence - Facilitated the Executive Team contribution to the regional mid-term business planning (2011 – 2015) across all business work streams. Actively engaged in subsequent review with Asia/Pacific regional management, regional CEO and CFO. |
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| Years | Employer | Title | Department |
| Years: 2009 to 2010 | Employer: ING Investment Management | Title: Management Associate | Department: Global Head Office |
Responsibilities:- Awarded international secondment to ING Investment Management global headquarters to execute group fund development initiatives- Executed the role of Deal Captain for an ING managed Brazil equity fund (ING (L) Invest Brazil Focus) for distribution through European, Asia & Americas sales channels, including coordination & preparation of mandate definition, detailed idea description, marketing, operational and sales feasibility studies - Executed the role of Deal Captain for an ING managed fund launch to service a major (internal) institutional mandate (multi-asset FoF) through the stages of mandate definition, detailed idea description - Assistant to the deal captain during the development, implementation and successful launch of 5 Italian retail fund offerings (3 index tracking profiled funds, inflation linked bond fund, and a passive Italian equity fund) - Project Secretary (6 months) for the 2009-2010 rationalisation of the ING Luxembourg fund range, including coordination of stakeholder input across Netherlands & Luxembourg to drive the creation of a cost efficient, low risk and transparent fund platform for global distribution - Executed the role of Project Manager for the initiation of an ING fund database solution for the ING fund range, including preparation of the business case and coordinating management approval, internal & 3rd party solution reviews, and securing commitment from internal stakeholders - Contributed direct input into a global sales, marketing & product strategy initiative throughout the preparation of a global Luxembourg fund platform overview concerning competitive packaging and servicing features of the platform. The input was directly used in defining ways in which ING may deliver globally relevant product strategies |
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| Years | Employer | Title | Department |
| Years: 2008 to 2009 | Employer: ING Investment Management | Title: Management Associate | Department: Asia Pacific Head Office |
Responsibilities:- 1 of 6 Australians selected to join ING Group’s Global Management Associate development programme- Executed the role of Project Manager of a discrete product development initiative to migrate the ING Platform Services (Hong Kong) subsidiary business to an improved nominee service provider throughout project initiation, planning, execution, monitoring, and completion - Managed the delivery of a revised service level agreement and ensured the preparation of a multi-market custody agreement (and accompanying internal and external legal counsel approval) for the replacement nominee within prescribed timeframes - Delivered a product specification and implementation document detailing the product revision and enhancements & conducted due diligence on potential nominee service providers and prepared a detailed document for management sign-off in line with group compliance requirements - Coordinated the migration of client holdings by managing and implementing a communication strategy covering 80 individual fund managers across multiple jurisdictions & prepared and implemented a broad project risk management framework and communication plan in line with regional compliance guidelines - Chaired project management meetings between internal and external stakeholders and served as the primary contact point for information dispersal post-meeting & served as a subject matter expert to fund managers, internal and external stakeholders in the migration of all ING Platform Services fund holdings throughout the nominee migration period - Negotiated the delivery of multi-currency regular investment functionality and accommodation of structured notes for the fund platform clients as part of the nominee services. |
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| Years | Employer | Title | Department |
| Years: 2007 to 2008 | Employer: Macquarie Group | Title: Adviser & Client Consultant | Department: Banking and Financial Services Group |
Responsibilities:- Full-time position while completing final undergraduate university studies (Bachelor of Commerce and Bachelor of Economics)- Provided service and account administration advice to investors and external private wealth advisers concerning cash and unitised products offered by Macquarie Banking & Financial Services Group and supported by the Macquarie Adviser Services. - Provided account support services including but not limited to redemptions, opening cash trust & managed fund accounts, cheque redemptions, actioning legal deeds, client account maintenance, ad-hoc reconciliations, and engaged in discussions with clients concerning the cross-selling of Macquarie products and services (e.g. promote additional services such as money market & unitised trust investments, Macquarie Private Wealth referrals) - Ensured prompt service in providing information to client and adviser enquiries (e.g. fund performance, unit pricing and redemption/application spreads, cash trust distributions, managed fund & trust balance, transaction activity) |
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Career Accomplishments
| Licenses / Certifications |
|---|
| Mazars (Corality Financial Group) Sydney, Australia MS Excel Diploma – Financial Modeling 2013 |