Alex Burley has over 15 years of experience in finance, business development, and relationship management. He has a passion for the finance industry and is pursuing the CFA designation. Burley has held senior roles at REFX Global, Anibou Pty Ltd, Mizuho Corporate Bank, and Deutsche Bank where he developed clients, improved operations, and led teams through data analysis and creating efficiencies.

1. ALEX BURLEY alexmburley@icloud.com 0405 608 696
My core skills include business development and relationship management, diverse
product knowledge, advanced Excel, mathematical and problem solving, with the capacity
to perform under pressure. I am a dedicated team player with the ability to build
relationships and engender trust. I have a passion for the finance industry, and while
working for REFX Global and for Anibou, which is our family business; I have pursued the
CFA designation.
EDUCATION
2015 RG146 Compliance for FX
2015 Studying for a Diploma of Financial Planning level 1
2014 Passed Level II of the CFA Program
2005 BA Commerce University of Sydney (Majors: Finance & Econometrics)
2000 HSC Sydney Grammar School
REFX GLOBAL 01/2015 - Current
Senior FX Broker and Relationship Manager:
 Built client base to over 30 million flow per year.
 Fostered relationships through analysis of client’s positions.
 Proactively presented hedging solutions for both client cost efficiency and internal
revenue generation.
 Delivered risk management advice for FX exposure to key client stakeholders.
 Developed research reports for clients using technical chart analysis and
fundamental economic analysis on the likely movement of currency pairs.
ANIBOU PTY LTD – Luxury Furniture 01/2010 – 12/2014
Operations Manager and Sales Agent:
 Acted as a sales agent and RM from point of sale through to physical delivery.
 Worked directly with directors and suppliers to improve cost structures and
facilitate an adaptive business model.
 Developed a multi factor model for sales projections used in forecasting by
management.
 Implemented a new cost effective shipping system using management science
principles.
 Developed an analysis tool for P&L drivers segmented into location and sales staff;
reported weekly to directors.
 Overhauled and managed daily financial systems providing transparency and

2. accountability across multiple functions.
 Created macros and process efficiencies for reports and systematic change that
saved on average 1 hour per day.
MIZUHO CORPORATE BANK 05/2009 – 10/2009
Risk Management:
 Developed a Monte Carlo simulation model to determine the likely movement and
exposure to currencies and interest rates.
 Monitored treasury activities and reported daily to the head of risk management
and the CFO.
 Built and verified yield curve data & P&L figures for futures contracts.
 Analysed statistical indicators such as VaR, volatility, PVO1, market risk reports, cost
of funding, basis revaluation & cash flow hedging.
 Created macros to increase the efficiency and accuracy of management reports,
which on average saved 2 hours per day.
DEUTSCHE BANK 09/2005 – 05/2008
Team Leader Derivatives Documentation Operations:
 Led a team of 10 people in the incoming derivatives documentation team which
match trade details on counterparty documents, ensuring that trades had been
booked correctly. This involves matching formulae, trade details and legal
language.
 Managerial functions; including generating statistical reports and liaising with
management to increase productivity.
 Selected as lead expert to review more complicated structured derivatives, and
to train new team members.
 Six sigma reporting and statistical indicators found the team to be one of the best
performing within Sydney operations; outperforming its targets by the largest
margin.
 Proactively performed a cost benefit analysis of the team; recommended to
management that functions be moved to India.
 Led the resulting project in India; training 10 employees and a supervisor.
INTERESTS
 Investing SMF Equities multi strategy; long term investment with fundamentals
focus.
 All forms of sport and outdoor activities.
 Playing guitar.