Summary
Overview
Work History
Education
Skills
Volunteering
Certification
Timeline
Generic

OLIVIA MORTIMER

Summary

I am an experienced and passionate Sustainable Investment Analyst. I am motivated to create positive change in the economy, recognising the transformative power of the financial system in achieving this goal. I possess a wide range of skills in the sustainable investment process, such as investment strategy, engagement with diverse stakeholders, and report creation.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Sustainable Investment Analyst

AMP Wealth Management NZ
01.2022 - 06.2024
  • Lead and executed AMP Wealth Management's Climate-Related Disclosures framework and reporting, across governance, strategy, risk management, and metrics & targets.
  • Developed and implemented AMP's net zero strategy across scope 1, 2, and 3 emissions in line with the Science Based Targets initiative - leading to significant reductions in emissions across all scopes.
  • Launched a Climate Impact Fund focused on private equity investments accelerating the transition to a Net Zero economy.
  • Managed relationships across a diverse range of stakeholders - including corporate clients, retail clients and suppliers.



Summer Intern

Forsyth Barr
12.2019 - 02.2020
  • Assisted with sector research- environmental research, alternative meats
  • Produced financial models - Michael Hill, Burger Fuel Group
  • Developed skills in Bloomberg and Excel

Summer Intern

Jarden
12.2018 - 02.2019
  • Assisted with company research including sector trends and growth prospects - PushPay, Serko
  • Created databases
  • Participated in presentations and meetings related to projects to gain knowledge.


Education

Bachelor of Arts And Commerce: Finance, Politics

University of Otago
11.2021

Skills

  • Engagement and communication with key stakeholders
  • Methodology creation and implementation
  • Sustainable data analysis
  • Sustainable strategy execution

Volunteering

  • Wildlife rehabilitation volunteer (Oct 24 - Nov 24) - assisted to rehabilitate trafficked animals in the Bolivian Amazon.
  • Eco-volunteer vole (Dec 24 - Jan 25) - assisted with scientific research to promote conservation in the Brazilian Atlantic Forest.
  • Donation Drive (2023)- organised a donation drive to assist those struggling from the Auckland Floods.
  • Children's literary volunteer (2019-2021)- assisted underprivileged children with their literacy skills.


Certification

  • Global Citizen Certificate
  • Ski Instructors Certificate


Timeline

Sustainable Investment Analyst

AMP Wealth Management NZ
01.2022 - 06.2024

Summer Intern

Forsyth Barr
12.2019 - 02.2020

Summer Intern

Jarden
12.2018 - 02.2019

Bachelor of Arts And Commerce: Finance, Politics

University of Otago
OLIVIA MORTIMER