Jason Russo
About
Jason Russo is from Greater Adelaide Area. Jason is currently Non Executive Director at Cancer Council SA, located in Fullarton, South Australia, Australia. Jason also works as Head - Investment & Research at Perks Private Wealth, a job Jason has held since Aug 2018. In Jason's previous role as a Senior Investment Manager/Acting CIO at Motor Accident Commission, Jason worked in until Apr 2017. Prior to joining Motor Accident Commission, Jason was a Business Development Manager/Market Analyst at Education Adelaide and held the position of Business Development Manager/Market Analyst. Prior to that, Jason was a PERFORMANCE ANALYST - PROJECT MANAGER at Nomura Asset Management from Mar 2007 to Feb 2008. Jason started working as ACTING INVESTMENT MANAGER/INVESTMENT OFFICER at MOTOR ACCIDENT COMMISSION OF SA in Nov 2004.
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Jason Russo's current jobs
Investment Committee Chair Board member
Managerial - Lead Investment Committee member. - Responsible for all Investment Committee reports and Committee papers. - The investment expert for all investment queries, research, analysis and education for Perks Wealth. - Lead the recommendations for unlisted investment opportunities. - Responsible for all investment related communication to the Financial Advisers and clients. - Responsible for all Due Diligence on manager selection and investment opportunities. Technical - Determine and recommend the Strategic Asset Allocation for the model portfolio options for all PPW clients (FUM +$1.2B). - Build and determine portfolio construction of model portfolio investment options. - Analyse and monitor fund manager performance and process across all asset classes. - Provide annual sector reviews including Equities, Fixed Income, Property, Infrastructure and Alternatives. - Produce quantitative quarterly reports for the model portfolio options and fund manager risk/return quarterly reports. - Monthly and quarterly Investment Market research. - Run the direct Australian equities portfolio