VERNON GOODE

E: vernon.goode@outlook.com M: 0402 144-914

www.vernongoode.com

OBJECTIVES
My career background is with various investment operations roles, predominately in investment accounting,
and investment performance analysis. I am looking for my next challenging career role, preferably working
for an Investment Manager or similar, where I can apply and build on my previous experience.
PROFESSIONAL MEMBERSHIPS
Australian Society of CPAs since 1996
Current study: Certificate in Investment Performance Measurement (CIPM)
PROFESSIONAL EXPERIENCE
IAG Asset Management Sydney 2005 Present
Senior Performance Analyst
Performance Analyst
Provide feedback and communicate to Asset Management & the IAG Group, results of investment decisions. eg. Group
Performance Report is produced on a weekly and monthly basis to provide consolidated summary of performance and
benchmark returns on investments managed by Asset Management.
Ensure data integrity for performance calculation purposes. eg. Tolerance checking of benchmark movements including
checking against pre-defined benchmarks on a daily basis, and stock and sector level attribution analysis
To provide reporting information to interested or relevant parties in line with service level agreements. eg. Providing
various monthly performance templates to Asset Management Client Services as part of the monthly reporting process.
Ad-hoc requests of current and historical performance data to key stakeholders within agreed timeframes. eg. Gathering
performance data for use by Asset Consultants, Mercer and Intech.
Act as a back-up resource to the Performance & Risk Manager so as to ensure a continuity of services both to external
clients and internal clients.

IAG Asset Management Sydney 2004 2005
Senior Investment Accountant
Responsibility for producing Monthly Group Consolidated Accounting Reporting of various Group companies for delivery
to various stakeholders including Management Reporting and Asset Management.
Produce the IAG Group Investment Income Budget for Management Accounting on a yearly basis for the next two
financial years. Involves working with Asset Management and Management Accounting to combine their expenses,
expected cash-flows, and expected investment returns for various asset classes with Funds under Management as
determined by Portfolio Reporting, to produce a detailed Income Budget Report.
Review of Investment Accountants monthly accounting and tax reconciliations.
Working with external Custodian with respect to IAG reporting requirements and fund transition
requirements/reconciliations.









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Contracting Sydney 1999 2004
Royal Bank of Canada (RBC) Sydney 2002 2004
Fund Accountant
Commonwealth Bank of Australia Sydney 2001 2002
Tax Accountant / Team Leader
Tyndall Australia Sydney 2000 2001
Fund Accountant
Macquarie Bank Sydney 2000
Fund Accounting Manager
BT Financial Group Sydney 2000
Property Fund Accountant
Commonwealth Bank of Australia Sydney 2000
Transition Team Leader HiPortfolio
AMP Investment Administration Sydney 1999 2000
Investment Services Accountant
Advance Funds Management Sydney 1999
Fund Accountant

Perpetual Trustees Australia Ltd Sydney 1998 1999
Senior Investment Accountant
Monthly accounting reconciliations for Custody clients, and ad-hoc requests
Preparation of Statutory financial accounts and Trust tax returns
Preparation of quarterly and half-yearly fund distributions.

Superannuation Administration Authority (SAA) Sydney 1997 1998
Financial Accountant
Supervision of two staff members, appraisals and review of reconciliations.
Reconciliation of custodian investment reports.
Various one-off projects and ad-hoc problem resolution.

Chase Manhattan Bank Sydney 1993 1995
Accounting Manager 1996 - 1997
Supervision of two staff members, appraisals and review of reconciliations.
Reconciliation of custodian investment reports.
Various one-off projects and ad-hoc problem resolution.
Senior Portfolio Accountant 1995 - 1996
Additional responsibilities of staff training and acting as a reference point on technical issues for other Portfolio
Accountants
Portfolio Accountant 1993 - 1995
Review of accounting, tax and investment valuation reports. Predominately for large Superannuation funds.
Liaison and resolution of queries with clients, brokers and fund managers.
Accountant staff selection, appraisals, and workflow management and allocation of tasks.



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EDUCATION & TRAI NI NG
Graduate Certificate in Applied Science (Information Technology)
Charles Sturt University, NSW, Australia 2005
Certified Practicing Accountant (CPA)
Australian Society of CPAs, NSW, Australia 1996
Bachelor of Business Studies (Accountancy)
Massey University, New Zealand 1990



TECHNI CAL SKILLS
Proficient in Microsoft Office: advanced Excel Word Power Point Outlook
HiPortfolio Investment and GL system Barra Enterprise Performance (BEP)
IRESS Bloomberg Factset (performance) BarraOne