Investment Solutions

Our Team

Josh Heller, Head of Solutions

Josh Heller joined CIPAM in September 2015 and currently holds the position of Head of Solutions. Previously he was a Director at Deutsche Bank Australia providing derivative solutions to superannuation and insurance clients. Before moving to Australia, Josh managed a derivatives trading desk and new product development at Morgan Stanley in New York. Josh has 18 years of experience advising some of the largest pension, insurance and corporate clients in the US, Europe and Australia on risk management.

Marco Barchman 

Marco Barchmann, Portfolio Manager, Solutions

Marco Barchmann joined the Solutions team in September 2017. Previously he was a Vice President at Deutsche Bank Australia holding roles across the bank’s trading and structuring divisions. Marco has over eight years of financial markets experience in structuring hedging solutions, asset-liability modelling, relative value research and interest rate trading. Before Deutsche Bank he worked for d-fine GmbH a German risk management and financial consultancy. Marco is a CFA charterholder. He studied at Dresden University of Technology in Germany where he completed a Master’s Degree in Financial Mathematics with a focus on Stochastic Analysis.

 

Jerome Yim, Portfolio Manager, Solutions

Jerome joined the Solutions team in March 2021. He has over 19 years of experience at investment banks, hedge funds and asset managers. Prior to CIPAM, Jerome was a Portfolio Manager and Derivatives Strategist at Wellington Management in London, managing fixed income and cross asset derivatives portfolios. Before that, he managed a global fixed income and FX portfolio at BTG Pactual London. Jerome also worked as both a derivative strategist and in hedge fund sales at various investment banks in London and Sydney.

Hong Wang, Quantitative Analyst

Hong joined the Solutions team in April 2022. Previously he worked at Westpac Institutional bank in the market risk division, focused on developing models for regulatory capital calculation. Before that, he spent 2 years working with Macquarie as a Quantitative Analyst (model validation) within the Quantitative Applications Division. Hong completed his Ph.D in statistics and econometrics in 2018 from Monash University and worked as a research (honorary) fellow at the University of Melbourne in the school of Mathematics.

Kriti Mishra, Analyst

Kriti joined the Solutions team in April 2022. Prior to joining CIPAM, she was working with Aware Super in the Investment Control team for 2 years. Before that, she worked at Challenger in the OTC Derivatives team, supporting the Front Office with settlements. Kriti holds a Bachelor of Commerce and MBA in Finance from Symbiosis International University, India and a Master’s in Financial Analysis from UNSW, Sydney.