Can you tell us about yourself and your background?
I finished studying at the University of Technology, Sydney in 2021, completing a Bachelor of Business, majoring in Finance and Economics. I actually joined Pallas part-time during my final semester. On completing my degree, I was fortunate to be offered a full-time position.
Aside from study and work, I’ve been heavily involved in several sports. In my mid-teens, I decided to narrow my focus to one sport: the ironman side of surf lifesaving.
I’m currently training 10-15 times a week and have recently qualified for the Professional Nutri-Grain Ironman Series.
How did you come to be part of the Pallas Capital team?
I was lucky enough to fluke an interview through a family friend, Mandy Herring, who was already working with the Pallas Group. Mandy’s husband, Trent, is my ironman coach.
Pallas Capital is my first full-time role in the corporate world and I couldn’t have asked for a better place to start my career.
What does a typical workday look like for you at Pallas Capital?
I get to do a lot of different things, but my responsibilities typically revolve around Business Development and Client Services.
On any given day I might be meeting with financial advisors and potential clients, managing queries and investor on-boarding, capturing and tracking sales analytics, CRM Database maintenance, processing applications and redemptions, reviewing interest payment calculations, attending Industry conferences and events, as well as learning as much as I can from our Executive Directors and Partners of Distribution.
What has been your highlight at Pallas Capital so far?
I love being able to learn from such an experienced team. Every day I have the opportunity to work with colleagues who, in some cases, have decades of experience in our industry and the corporate world.
I feel very fortunate to have the chance to be mentored by so many great people.
What are your personal goals for 2022 outside of Pallas Capital?
Maintaining a good balance of work, training and social life is always important. I try hard to maintain regular contact with friends outside of work. My number one goal for 2022 was to qualify for the Professional Nutri-Grain Ironman Series and I’ve been lucky enough to do that. I’m currently working towards my goals for that series and also the National Championships early in 2023.
If you would like to speak to Charlie email him at charlie.brooks@pallascapital.com.au.