Summary
Overview
Work History
Education
Skills and Achievements
Custom
Timeline
Generic

Oliver Leadbeater

Summary

I am a current CFA Level II candidate and am pursing my NZ Certificate in Financial Services. I have a strong technical foundation in accounting, finance, economics, and statistics gained through my Bachelor of Science majoring in Economics and my Master of Applied Finance and Economics degrees, in addition to excellent written and verbal communication skills, strong numerical ability and stakeholder engagement skills. I am passionate about financial analysis, valuation, research, and portfolio management. My last job was as an Investment Analyst for Consilium and I am looking to continue my career and make a positive impact

Overview

9
9
years of professional experience

Work History

Investment Analyst - Fixed Term Contract

Consilium
01.2021 - 01.2022
  • Developing and launching KiwiWrap platform
  • Modelling and production of scheme performance reports for advisors
  • Industry research
  • Microsoft Excel programming and database management
  • Building and maintaining financial models
  • Client engagement

Excel and SAP Payroll Specialist - Fixed Term Contract

Alliance Group Limited
01.2020 - 01.2021
  • Development and rollout of new plant-wide payroll system
  • Stakeholder engagement
  • Project management
  • Microsoft Excel programming and database management
  • CURO and SAP system management
  • User training

Store-person

Foodstuffs South Island, Hornby
01.2017 - 01.2020
  • Bulk order picking
  • Wrap machine operations
  • Inwards good transfers
  • Training new staff

Arborist and General Labourer

Treeworks, Christchurch
01.2015 - 01.2016
  • Clearing areas
  • Tree removal
  • Yard work

Factory worker

Serra Natural Foods Limited, Islington
01.2013 - 01.2014
  • Transporting produce to store rooms
  • Labelling and packaging products
  • Inventory management

Education

Certificate of Proficiency (Science) -

University of Canterbury

New Zealand Certificate in Financial Services (Level 5) -

Open Polytechnic
09.2024

CFA Program participant -

CFA Institute
09.2024

Master of Applied Finance and Economics (MAFE) -

University of Canterbury
01.2019

Bachelor of Science - Major in Economics -

University of Canterbury
01.2018

Bachelor of Chemical Engineering -

University of Canterbury
01.2016

NCEA Levels 1,2 and 3 endorsed with Merit -

Burnside High School
01.2011

Skills and Achievements

  • CFA Level II Candidate
  • Portfolio management and asset allocation
  • Studying NZ Certificate in Financial Services (Level 5)
  • Advanced Excel skills and MS Office knowledge
  • Advanced econometrics and data analysis skills
  • Competency in a range of programming languages and complex IT systems
  • Obtained highest class grade for Industrial Organisation paper
  • Excellent verbal and written English
  • Strong financial analysis and valuation skills
  • Obtained Golden Key membership for placing in the top 15% of students nationally.

Custom

References available on request

Timeline

Investment Analyst - Fixed Term Contract

Consilium
01.2021 - 01.2022

Excel and SAP Payroll Specialist - Fixed Term Contract

Alliance Group Limited
01.2020 - 01.2021

Store-person

Foodstuffs South Island, Hornby
01.2017 - 01.2020

Arborist and General Labourer

Treeworks, Christchurch
01.2015 - 01.2016

Factory worker

Serra Natural Foods Limited, Islington
01.2013 - 01.2014

Certificate of Proficiency (Science) -

University of Canterbury

New Zealand Certificate in Financial Services (Level 5) -

Open Polytechnic

CFA Program participant -

CFA Institute

Master of Applied Finance and Economics (MAFE) -

University of Canterbury

Bachelor of Science - Major in Economics -

University of Canterbury

Bachelor of Chemical Engineering -

University of Canterbury

NCEA Levels 1,2 and 3 endorsed with Merit -

Burnside High School
Oliver Leadbeater