Ortec Finance expands Australian office

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OPAL Platform

With OPAL's Goals-Based Planning Solution, we aim to translate client’s financial goals into an optimal investment strategy reflecting their personal ambitions, cash flows and risk appetite. Additionally, Ortec’s solution links investment portfolios to financial goals and tracks the progress over time on a daily basis, based on actual portfolio values...

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by Ortec Finance

| 23/02/2021 12:00:00

Since opening our Melbourne office early 2020, Ortec Finance has seen rapid growth in the pacific region winning 3 new clients. In order to maintain high levels of support to our clients and continue our expansion, we have hired an experienced senior consultant

Michelle Li joins us from FactSet where she was an analytics specialist for over 5 years and worked at HSBC prior in Structured Banking.

Stefano Lee, Managing Director Australia & New Zealand: “We are excited to have Michelle join the team in Australia. Having worked with Michelle in the past, she brings a wealth of expertise in investment performance measurement.”

Michelle will be joining the global implementation team headed by Bas Leerink, to support Ortec Finance’s growth in the region.

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type