Liam Roberts
Summary
Relationship Associate in Corporate Property Finance team with experience supporting large commercial property clients across credit analysis, lending submissions, and portfolio management. Background includes ANZ’s Institutional Graduate Programme with exposure to global markets and corporate banking. Strong analytical capability, commercial judgement, and stakeholder management skills in fast-paced, high-value environments.
Overview
4
4
years of professional experience
3
3
years of post-secondary education
Work History
Relationship Associate - Property Finance
ANZ
05.2024 - Current
- Relationship Associate supporting senior Relationship Managers across a portfolio of large corporate and commercial property clients
- Assisted with credit analysis, financial modelling, and preparation of lending submissions for new facilities, refinances, and reviews to ensure informed decision-making.
- Analyse borrower financial statements, cash flows, balance sheets, and debt servicing metrics
- Supported ongoing portfolio management through covenant monitoring, annual reviews, and client reporting to maintain compliance and foster client relationships.
- Coordinate with internal stakeholders including Credit, Risk, Legal, Valuations, and Global Markets to progress transactions
- Developed understanding of commercial property structures, valuation fundamentals, lending risk, and credit processes to enhance advisory capabilities.
Institutional Graduate
ANZ
03.2023 - 05.2024
- Selected as one of six graduates for ANZ’s competitive Institutional Graduate Programme
- Gained in-depth understanding of industry practices for institutional clients, capital markets products, and corporate banking operations
- Rotated through Global Markets, Corporate Banking, Transaction Banking, Lending Services, and Research & Analysis
- Collaborated with senior bankers and analysts in high-pressure, deadline-driven environments to support critical projects
Telephone Business Developer
Total Connect
10.2021 - 12.2022
- Conducted high-volume outbound and inbound calls on behalf of real estate professionals nationwide
- Honed communication, objection handling, and relationship management skills to enhance client interactions
- Coordinated property appraisals, managing agent schedules and client expectations to ensure timely service
- Utilized CRM software to manage client information and streamline communication processes. and booking systems in a fast-paced environment
Client Data Administrator
Craigs Investment Partners
11.2021 - 02.2022
- Cleansed, reconciled, and migrated client data across three internal systems to enhance data accuracy
- Identified and resolved data inconsistencies to ensure accuracy and compliance
- Liaised with Advisers, Assistants, and Cash Management teams to resolve data issues and ensure compliance
- Consistently exceeded productivity targets, contributing to the project finishing weeks ahead of schedule
- Gained experience in investment operations, data governance, and operational risk management
Education
Bachelor of Commerce - Finance and Commercial Law
Victoria University of Wellington
Wellington 02.2020 - 11.2022
Skills
- Corporate & Property Finance
- Credit Analysis & Lending Submissions
- Financial Statement & Cash Flow Analysis
- Portfolio & Relationship Management
- Commercial Property Risk Assessment
- Stakeholder & Client Engagement
- Microsoft Excel & Financial Systems
Achievements Extracurricular
- Events Director, Victoria University Financial Markets Club
- Class Representative, FINA310 Behavioural Finance
- Open Water Advanced Padi Diving Certification
Timeline
Relationship Associate - Property Finance
ANZ
05.2024 - Current
Institutional Graduate
ANZ
03.2023 - 05.2024
Client Data Administrator
Craigs Investment Partners
11.2021 - 02.2022
Telephone Business Developer
Total Connect
10.2021 - 12.2022
Bachelor of Commerce - Finance and Commercial Law
Victoria University of Wellington
02.2020 - 11.2022