Daniel joined the Research team in July 2015 and reports to the Head of Equities & Portfolio Construction, Paul Saliba. His duties include assisting with the daily management and analysis of the Mosaic funds as well as assisting Paul with specific duties in portfolio and model construction, identifying quality investment managers for inclusion.
Other responsibilities include performing fundamental research on a range of ‘Listed Investment Companies’ (LICs), identifying quality investment companies and assessing new IPOs.
Daniel previously spent two and a half years with Challenger Limited as a Reporting Analyst & Funds Administrator working across numerous funds at Challenger, under their Fidante Partners Business. Prior to his role at Challenger he also worked at Morgan Stanley within their investment operations division. He holds a Bachelor of Commerce degree majoring in Economics and Business Law, from The University of Wollongong and a Masters of Finance degree from the University of Technology, Sydney.