About
Charles Davis has more than 18 years of experience in banking and funds management across Australia and the United States. Before Federation, he worked at PwC and NAB, where he was a senior member of the Project Finance business handling origination, execution, and management of infrastructure assets. He holds an undergraduate degree in Business and a Master's in Applied Finance.
Experience
- Federation Asset ManagementInvestment Directorcurrent2024 — presentSydney, New South Wales, Australia
- Social Infrastructure Investment PartnersInvestment Directorcurrent2022 — presentSydney, New South Wales, Australia
- Rotary Club of SydneyInvestment Committee Member2018 — 2023Sydney, New South Wales, Australia
- National Australia BankAssociate Director, Project Finance2016 — 2022Greater Sydney Area
- National Australia BankAssociate Director, Agency and Loan Syndications2014 — 2016Greater Sydney Area
- National Australia BankAssociate Director, Financial Institutions Group2011 — 2014Sydney, Australia and New York, United States
- National Australia BankAssociate, Financial Institutions Group2010 — 2011Greater Sydney Area
- National Australia BankAnalyst, Financial Institutions Group2008 — 2010Sydney, Australia
- PricewaterhouseCoopersTransfer Pricing Consultant2007 — 2008Sydney, Australia
- National Australia BankIntern2006Sydney, Australia
Education
- Kaplan ProfessionalMaster of Applied Finance, Corporate Finance & Advisory2010 — 2013
- Australia Financial Markets AssociationDiploma of Financial Markets, Debt Markets2015
- TAFE NSWTAFE Mentoring Accreditation Course code 10094NAT.2015
- Kaplan ProfessionalGraduate Diploma of Applied Finance, Corporate Finance & Advisory2009 — 2012
- Southern Cross UniversityBBus, Business/Commerce2004 — 2006
Skills & more
ManagementStrategyCorporate Finance18Banking6Relationship Management2Credit Analysis12Derivatives1Financial Markets2Financial Structuring10Funding1Portfolio Management6Financial Advisory1
+12 more
Business DevelopmentAsset ManagementRisk ManagementCapital MarketsPrivate EquityCredit RiskInvestmentsFinancial InstitutionsFinanceProject FinanceDebtFinancial ModelingFrom Charles's professional profile.
Same school
Also attended Kaplan Professional8
Dave ParfettOperating Principal at AirTree VenturesLuke JonesPartner, Finance at Rarestone CapitalLeigh TraversExecutive Chair at DigitalX Fund ManagementKatrina GriffithsHead of Sales at DigitalX Fund ManagementBen HodgeAdvisor at Powerhouse VenturesMatt de BoerCo-Founder at Athletic Ventures
+ 2 more
Also attended TAFE NSW11
Loretta NicelliAsset Manager at FederationRoslyn RussellHead of People & Culture at Epoch CapitalPiers GroveChair at EnergyLabLuke VanderzeilCommunity Manager at EnergyLabPriscilla TanEducation Program Manager at UNSW Founders 10xKeriana KingHead of Ecosystem, Scalare Partners at Australian Technologies Competition
+ 5 more
Also attended Southern Cross University3
Shared employers
Also worked at National Australia Bank30
Amanda BerinsonExecutive Assistant at Giant Ventures Global LlpAndrew LaiManaging Director - Boab AI at ArtesianDhaval ParikhInvestor at Illuminati CapitalJamii QuocGeneral Counsel at Animoca BrandsDavid BaderVice President at Advantage Capital PartnersDavid FairmanVenture Partner and CISO-in-Residence at SixThirty Ventures
+ 24 more
Colleagues at Federation
Andrew Huynh
Associate Director at Federation
Ashley Trbojevic
Investment Director at Federation
Ben Murray
Investment Director at Federation
Cameron Brownjohn OAM
Chief Executive Officer at Federation
Christina Catanzariti
Head of Operations and People at Federation
Cynthia Makokha
Senior Accountant at Federation
Federica Delvecchio
Internal Auditor at Federation
Jason Walter
Partner at Federation