Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Generic
Tobias Riley

Tobias Riley

Mission Bay,Auckland

Summary

I am a dedicated and driven professional with a strong ambition to build a career in the financial services industry. Through my undergraduate and postgraduate studies, along with earning my CFA, I have gained a solid grounding in financial and economic theory. My experiences at the New Zealand Superannuation Fund and my current role at KPMG have deepened my understanding of the broader finance landscape and provided exposure to some of New Zealand's leading companies. I am eager to pursue opportunities in private equity, funds management, corporate finance, and investment banking.

Overview

4
4
years of professional experience

Work History

Corporate Finance Analyst

KPMG
08.2022 - Current
  • Assisting with the valuation of public and private companies, option valuation, and financial modelling.

Key projects include:

  • Valuation of New Zealand Rugby Commercial Limited (approximately $3.5 billion enterprise value) for 2023 and 2024.
  • Secondment to The Orion Group to build a financial model to track and forecast the companies' carbon emissions, and help make capital budgeting decisions to enable them to be net zero by 2050.
  • Financial model built for a sell-side M&A mandate in the property sector (approximately $450 million enterprise value).

EIP Intern

New Zealand Superannuation Fund
11.2021 - 08.2022
  • As an intern on the External Investments and Partnerships (EIP) team, my primary responsibilities involved conducting research and performing investment due diligence on potential fund managers.
  • The research component focused on ESG and sustainability, specifically profiling various managers on their sustainability credentials, and providing guidance on what minimum ESG standards should be in place for real asset managers to be investable from the fund’s perspective.
  • The investment due diligence component was part of the search for managers and funds, so that the Fund could deploy capital designated for the new sustainable growth equity opportunity.
  • This included a successful investment in Generation Investment Management's Sustainable Solutions Fund XI.

Operations Intern

Kernel Wealth
12.2020 - 02.2021
  • Completed a project compiling records and data on the New Zealand managed funds sector, which was then transformed and analysed to produce a report on the past year, and act as a database where future information can be stored.
  • Produced a report that examined fund managers' trends and performance, the types of assets used, and differences in passive versus active investing.

Education

CFA -

The CFA Society New Zealand

Masters of Commerce - Finance

University of Auckland
08.2022

Bachelor of Commerce - Finance

University of Otago
11.2020

Bachelor of Science - Economics, Mathematics

University of Otago
11.2020

Skills

  • Project finance
  • Working capital management
  • Accounting principles
  • Tax planning
  • Investment analysis
  • Financial modeling

Accomplishments

  • 2022 invitation to join the Beta Gamma Sigma Honors society as being in the top 20% of Masters students from the world's most prestigious, AACSB-accredited business schools.
  • 2021 University of Auckland First in Course Award – Finance 702 (Corporate Governance) and Finance 762 (Financial Risk Management)
  • 2020 University of Otago Scholarship in Commerce (Awarded on the basis of high achievement in the 300-level major subject requirements of the student’s degree).
  • 2020 - 2019 University of Otago Economics Roll of Honor (Economics students who achieve a GPA of 7.5 or higher across all papers and across all Economics papers)
  • 2020 - 2019 University of Otago Business School Deans list (Business students who are in the top 5% of their year)
  • 2016 University of Otago New Frontiers Scholarship

References

Available upon request.

Timeline

Corporate Finance Analyst

KPMG
08.2022 - Current

EIP Intern

New Zealand Superannuation Fund
11.2021 - 08.2022

Operations Intern

Kernel Wealth
12.2020 - 02.2021

CFA -

The CFA Society New Zealand

Masters of Commerce - Finance

University of Auckland

Bachelor of Commerce - Finance

University of Otago

Bachelor of Science - Economics, Mathematics

University of Otago
Tobias Riley