Ahmad Azis
Auckland,AKL
Summary
Finance professional with nearly five years of experience in financial services, currently serving as a Financial Analyst at New Zealand Guardian Trust. Responsible for ensuring compliance of supervised entities, including debt issuers and fund managers, with financial and regulatory obligations. Previously worked as an Investment Support Specialist, providing support in retirement planning, investment advice, tax strategies, and portfolio management research.
Overview
5
5
years of professional experience
Work History
Financial Analyst
New Zealand Guardian Trust
Auckland CBD
07.2023 - Current
- Analyze reports to ensure supervised entities comply with trust deeds, offer documents, and relevant legislation.
- Conduct deep dives into supervised entities, contributing to risk assessments, and monitoring frameworks.
- Facilitated training programs for analysts
Investment Support Specialist
Foxplan Limited
Wellington CBD, Wellington
03.2021 - 06.2023
- Conduct portfolio rebalancing, cash and asset transfers, withdrawals, ad hoc trades, cash monitoring, and other operational duties.
- Point of contact for financial advisers, clients, business suppliers, and external fund administrators.
- Conduct data and investment analysis as part of ongoing investment training support, and monthly newsletters to clients.
Education
CFA Program - Passed
CFA Level 1
Bachelor of Commerce - Economics And Finance
Victoria University of Wellington
Wellington, NZ12-2020
New Zealand Certificate in Financial Services -
Open Polytechnic of New Zealand
Wellington01-2022
References
References available upon request.
Timeline
Financial Analyst
New Zealand Guardian Trust
07.2023 - Current
Investment Support Specialist
Foxplan Limited
03.2021 - 06.2023
CFA Program - Passed
CFA Level 1
Bachelor of Commerce - Economics And Finance
Victoria University of Wellington
New Zealand Certificate in Financial Services -
Open Polytechnic of New Zealand