Ross Woodfield — Treasury Analyst
Ross has a positive work ethic, a hunger for knowledge and an overriding desire to succeed in everything he does. He has proved to be a fast learner and appreciates a challenge. He has strong analytical skills, which work well with his versatile and adaptable ‘can do’ attitude.
He joined Bancorp/Barrington in March 2016.
Ross’ career has developed through a number of roles with brokers and banks, working from back office responsibilities through to front office execution roles. Ross began at Forsyth Barr, developing his knowledge of spreadsheets and market processes before moving to London.
That same focus on detail was demanded when he began at Barclays (London) in the Equity Derivative (EDG) team – back office – before moving to the Structured Capital Markets (SCM) team – middle office. Key responsibilities in this role included monitoring and reporting market exposure across the entire SCM team, updating and maintaining reporting across a series of metrics and running the cashflow forecasting models for high value accounts – necessitating liaison with a number of key stakeholders.
Ross’ principal duties at Bancorp include supporting Client Advisors in client record management, as well as specific projects around modelling of cashflows, treasury related exposures and bank fee records for larger clients. Ross provides commentary for the daily market publications, as well as client specific market reports on a regular basis. Ross also assists with MoneyStreamlining and transactional banking reviews, involving the organisation and dissemination of large amounts of data. Further responsibilities include maintaining and improving client asset and derivative valuation files, and the preparation of monthly benchmarks.
Ross has a Bachelor of Commerce degree (a double major in Economics and Finance) from the University of Otago