Our People

Jim Taylor

Portfolio Manager
Australian Equities

About Jim

Drawing on over 24 years’ experience investing in top-performing Australian companies and a background in accounting, Jim manages our Long/ Short Fund and manages our Imputation Fund. He previously managed a number of funds for Colonial First State. Prior to this he worked at Arthur Andersen in a variety of audit, advisory and corporate finance roles. Jim holds a Bachelor’s degree in Economics (Accounting and Finance). He is a Chartered Accountant with membership of the Australian Institute of Chartered Accountants.

Australian Equities Team

Recent articles by Jim

About Rita

Rita joined Pendal Group (formerly BT Investment Management) in April 2022 as a Quantitative Analyst under the Multi-Asset Investments team. In this role, Rita is responsible for quantitative analysis in relation to asset allocation and research to enhance and grow Pendal’s funds. Rita also assists the I&FI team.

Prior to joining Pendal, Rita worked at Commonwealth Bank where she was a Graduate and then a Quantitative Analyst. There she was responsible for the generation of insights for the Banks portfolios, by building mathematical models and performing statistical analysis. Her work also involved conducting product research, financial analysis, and industry research as an input to understanding product positioning.

Rita holds a Bachelor’s degree in Finance and Statistics and a Master’s degree in Mathematics from Monash University. Rita is also currently undertaking studies in the CFA program.

Multi Asset Strategies Team

Rita Bodrina

Investment Analyst
Multi Asset Strategies

Multi Asset Strategies Team

Ken Phang

Senior Quantitative Analyst
Multi Asset Strategies

Sales Team

Tom Loneragan

Head of Listed & Direct
Sales
0413 232 747

Alyce Mattman

Key Account Manager VIC, SA

Melanie Longmire

Key Account Manager

Sales - Institutional Team

Mohan Korber

Institutional Account Associate
Sales - Institutional
0428 555 005

Sales Team

Maria Plati

Account Associate Private Wealth QLD
Sales
0435 905 045

Sales Team

Tiana Jade Stojanovski

Research Relationship Manager

Sales Team

Marcus Garabedian

Account Manager NSW