director senior analyst at forsyth barr limited & mst access@ Forsyth Barr Limited
Auckland, Auckland, New Zealand
James Lindsay
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University of Canterbury
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FlashIntel GPTJames Lindsay is an experienced Senior Analyst and Portfolio Manager with 29 years of work experience in the investment management industry. He has a strong background in Equity Research, Portfolio Management, Investment Management, Asset Management, and Investment Banking. James has worked at Forsyth Barr Limited and Nikko Asset Management Group, where he held various positions such as Director/Senior Analyst and Senior Portfolio Manager. He is skilled in equities, portfolio management, investments, asset management, and investment banking. James is based in Auckland, New Zealand.
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About
Experienced Senior Analyst and Portfolio Manager with a demonstrated history of working in the investment management industry across NZ and Australia. Skilled in Equity Research, Portfolio Management, Investment Management, Asset Management and Investment Banking. Strong finance professional with a M.Com (Hons) & B.Com from University of Canterbury and a Dip. NZSE.
Work Experience
director senior analyst at forsyth barr limited & mst access
Director | Senior Analyst
Financial Services
James Lindsay's Professional Milestones
- Senior Portfolio Manager (1998-10-01~2020-02-01): Driving portfolio performance through strategic investment decisions and fostering strong relationships with clients and stakeholders.
- Equity Analyst (1994-11-01~1998-09-01): Provided data-driven insights to drive revenue growth and optimize financial performance.
Education
Finance,
Marketing & Finance
1992-1995Skill
Equities
Portfolio Management
Investments
Asset Managment
Wealth Management
Valuation
Investment Management
Equity Research
Investment Strategies
Financial Modeling
Asset Management
Financial Markets
Fixed Income
Capital Markets
Investment Banking
Derivatives
Investment Advisory
Bloomberg
Trading
Certification
Colleagues
Jimmy Hawker
chief financial officer at forsyth barr
Ryan Donne, CA
product owner business analyst - innovation at forsyth barr limited
Don W.
Chief Digital Officer
James Dykes
investment banking director at forsyth barr
Rob Mercer
director equities wealth management research at forsyth barr limited
Other Named James Lindsay
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