The BIG list of female portfolio managers and analysts in Australia
The Australian funds management landscape continues to change - arguably for the better. And while male portfolio managers and analysts far outnumber their female peers, the industry is starting to wake up to the idea that the status quo isn't good enough.
After all, research has consistently shown that investments run by gender-diverse teams typically perform better. And if research on performance isn't enough to convince firms to hire (and promote) more women, investors are starting to demand greater diversity from the funds that they invest in themselves.
While a handful of female senior portfolio managers might come to mind, there is a breadth of talent within the industry that has so far gone unrecognised.
In fact, by our count, there are 255 female chief investment officers, portfolio managers and analysts within the Australian funds management industry.
And that number is only growing, with fabulous initiatives such as Future Females in Finance (The F3 Project) and Future IM/Pact helping young Australian women recognise how rewarding a career in investments can be, and helping these very women get a foot in the door.
Over the years, a criticism of Livewire has been that we don’t showcase the insights and analysis of more female investors. There’s been a lack of diversity on our platform. It's feedback we've taken seriously and we have taken proactive steps to address this in our content. In addition, Livewire has teamed up as a Media Partner for Future IM/Pact. You can read more about their mission here.
We recently tasked ourselves with building a list of female CIOs, portfolio managers and analysts in the local funds management industry. We acknowledge this doesn’t solve the issue of gender diversity, however, the list highlights the breadth of female talent working in investment teams in Australia.
We hope to be speaking with many of these talented investors in the near future.
Please note: Whilst every attempt has been made to ensure the list's accuracy at the time of publication, we're mindful that there may be some inaccuracies. Please contact content@livewiremarkets.com if you have any feedback.
Chief Investment Officers and Portfolio Managers
Name | Position | Organisation |
Lucia Grambalova | CIO | 360 capital |
Sarah Shaw | CIO and Global Portfolio Manager |
4D Infrastructure |
Natalie Tam | Deputy Head of Australian Equities |
abrdn |
Flavia Cheong | Head of Asia Pacific Equities | abrdn |
Camille Simeon | Investment Director | abrdn |
Kirsty Desson | Portfolio Manager | abrdn |
Katrina Khoupongsy | Senior Portfolio Manager | Acadian Asset Management |
Jessy Wu | Investment Principal | AfterWork Ventures |
Emma Fisher | Portfolio Manager | Airlie Funds Management |
Lisa Fedorenko | Portfolio Manager | Alberts Impact Ventures |
Virginie Maisonneuve | CIO | Allianz Global Investors |
Jessica Cairns | Head of ESG & Sustainability |
Alphinity Investment Management |
Mary Manning | Portfolio Manager | Alphinity Investment Management |
Kristen Lee | Head of Credit Research | Altius Asset Management |
Anna Shelley | CIO | AMP Capital |
Jennifer Lam | Investment Manager | Antares Equities |
Carol Yuan | Assistant Portfolio Manager | Antares Fixed Income |
Gillian Wilson | Portfolio Manager | Antares Fixed Income |
Alison Savas | Investment Director | Antipodes Partners |
Vihari Ross | Portfolio Manager | Antipodes Partners |
Adele Moynihan | Associate Partner | Antler |
Adele Moynihan | Associate Partner | Antler |
Dr Laura Ryan | Head of Research | Ardea Investment Management |
Natasha Thomas | Portfolio Manager | Ausbil Investment Management |
Deana Mitchell | Equities Analyst & Portfolio Manager |
Australian Ethical Investment |
Michelle Wigglesworth | Investment Manager | Australian Ethical Investment |
Rosie Malcolm | Portfolio Manager | Australian Foundation Investment Company |
Victoria Padley | Deputy Fund Manager | Australian Unity |
Nikki Panagopoulos | Fund Manager | Australian Unity |
Kate Hayward | Investment Manager | Barwon Investment Partners |
Shirley Song | Investment Manager | Barwon Investment Partners |
Lisa Swanton | Portfolio Manager | Barwon Investment Partners |
Sophie Monsour | Portfolio Manager | Barwon Investment Partners |
Srimathi Iyengar | Portfolio Manager | Barwon Investment Partners |
Kate Harris | Portfolio Specialist | Bentham Asset Management |
Sarah Percy-Dove | Head of APAC Fixed Income Research |
Blackrock |
Madeleine Beaumont | Portfolio Manager | Blackrock |
Danielle Carter | Property Fund Manager | Blackrock |
Emily Mohan | Investment Director | Bombora Investment Management |
Paulina Ting | Senior Portfolio Manager | Challenger Investment Management |
Leila Donnachy | Head of Global Credit | Challenger Limited |
Andrea Theouli | Deputy CIO | Clime Investment Management |
Jasmin Argyrou | Head of Discretionary Portfolio Management |
Credit Suisse Wealth Management |
Peta Tilse | Head of Retail Funds Management | Cromwell Property Group |
Annabelle Miller | Principal, Investments | ECP Asset Management |
Alison Dalziell | Portfolio Manager | Eiger Capital |
Alexandra Clarke | Portfolio Manager | Ellerston Capital |
Daniela Jaramillo | Head of Sustainable Investing Australia |
Fidelity International |
Clare Coleman | Portfolio Manager | Fidelity International |
Monique Rooney | Portfolio Manager | Fidelity International |
Zara Lyons | Portfolio Manager | Fidelity International |
Eleanor Swanson | Portfolio Manager | Firetrail Investments |
Dawn Kanelleas | Head of Australian Small and Mid-Cap |
First Sentier Investors |
Rebecca Myatt | Portfolio Manager | First Sentier Investors |
Darja Milosevic | Portfolio Manager | First Sentier Investors |
Alison Thai | Portfolio Manager | First Sentier Investors |
Kristen Le Mesurier | Head of ESG, Growth Equities |
First Sentier Investors |
Francyne Mu | Portfolio Manager | Franklin Templeton Investments |
Genevieve Murray | Head of Listed Equities | Future Fund |
Dr Kylie-Anne Richards | CIO | Fortlake Asset Management |
Tina Haung | Asset Portfolio Manager | Global Infrastructure Partners |
Armina Rosenberg | Portfolio Manager | Grok Ventures |
Anita Costa | Portfolio Manager | IFM Investors |
Rikki Bannan | Executive Director, Australian Small Cap Equities |
IFM Investors |
Nicole Schnuderl | Senior Portfolio Manager | Invesco |
Nicole Connolly | Co-Founder & Partner | Invest Unlisted |
Jane Shoemake | Investment Director | Janus Henderson |
Pauline Chrystal | Portfolio & ESG Manager | Kapstream Capital |
Courtney Chute | Portfolio Manager | Kapstream Capital |
Melinda White | Portfolio Manager | Longwave Capital Partners |
Deanne Baker | Portfolio Manager | Lonsec |
Cathy Houston | Managing Director | MA Asset Management |
Jessica Koh | Head of Asian Listed Real Estate |
Macquarie Asset Management |
Monique Gavegan | Portfolio Manager | Macquarie Asset Management |
Leah Kelly | Senior Investment Strategists | Macquarie Group |
Marni Lysaght | Vice President of Equity Research |
Macquarie Group |
Elisa Di Marco | Portfolio Manager | Magellan Financial Group |
Nikki Thomas | Portfolio Manager | Magellan Financial Group |
Kateryna Argyrou | Portfolio Manager | Maple Brown Abbott |
Naomi Bant | Portfolio Manager | Martin Currie Investment Management |
Jacqueline Fernley | Chief Investment Officer | Mason Stevens |
Nina Wilkinson | Portfolio Manager | Melior Investment Management |
Qiao Ma | Portfolio Manager | Munro Partners |
Fleur Wright | Portfolio Manager | Northcape Capital |
Wendy Herringer | Portfolio Manager | Northcape Capital |
Claudia Kwan | Portfolio Manager | North Star Impact Funds |
Louise Kavanagh | CIO and Head of Asia Pacific Real Estate |
Nuveen Natural Capital |
Skye Macpherson | Head of Portfolio Management |
Nuveen Natural Capital |
Sonia Teitel | Investment Director | Octopus Investments |
Kate McClure | Senior Portfolio Manager | Octopus Investments |
Vilija Robinson | Senior Investment Manager | Palisade Impact |
Julia Weng | Portfolio Manager | Paradice Investment Management |
Ursula Tonkin | Portfolio Manager | PATRIZIA |
Ada Chan | Fund Manager | Pendal Group |
Amy Xie Patrick | Head of Income Strategies | Pendal Group |
Julia Forrest | Portfolio Manager | Pendal Group |
Choo-Yu Kooi | Senior Fund Manager | Pendal Group |
Amy Pham | Fund Manager | Pengana Capital Group |
Karen Chan | Portfolio Manager | Perennial Partners |
Maryanne Drew | Head of Proprietary Research | Perpetual |
Michelle Lopez | Head of Australasian Equities | Pie Funds |
Dr Bianca Ogden | Portfolio Manager | Platinum Asset Management |
Jodie Bannan | Portfolio Manager | Platinum Asset Management |
Julia Bailey | Head of Stewardship | Platinum Asset Management |
Channel Stuart Findlay | Portfolio Manager | Plato Investment Management |
Jelena Stevanovic | Portfolio Manager | Platypus Asset Management |
Elizabeth Blackhurst | Portfolio Manager | Prime Value Investment Management |
Kirsti Keightley | Portfolio Manager | Prime Value Investment Management |
Leanne Pen | Portfolio Manager | Prime Value Investment Management |
Janine Yoong | Senior Portfolio Manager, Head of APAC Real Estate Securities |
Principal Asset Management |
Samantha Khalid | Director, Real Estate Finance | Qualitas Group |
Richa Kothari | Associate Director | Qualitas Group |
Michaela Nairm | Associate Director | Qualitas Group |
Joanna Nash | Senior Quantitative Portfolio Manager |
Realindex Investments |
Jessica Farr-Jones | Portfolio Manager | Regal Funds management |
Jovita Khilnani | Portfolio Manager | Regal Funds management |
Sarah Lau | Portfolio Manager | Resolution Capital |
Lucie Bielczykova | Portfolio Manager | Revolution Asset Management |
Kelli Meagher | Portfolio Manager | Sage Capital |
Helen Mason | Fund Manager and Senior Credit Research Analyst |
Schroders Investment Management |
Claire Smith | Head of Private Assets Sales | Schroders Investment Management |
Karen Chow | Portfolio Manager | Schroders Investment Management |
Kellie Wood | Portfolio Manager | Schroders Investment Management |
Maynega Krishnananthan | Investment Manager | Tanarra Capital |
Magdalena Kinal | Portfolio Manager | Tcorp |
Mary Feros | Investment Director | Touchstone Asset Management |
Suellen Morgan | Investment Director | Touchstone Asset Management |
Jun Bei Liu | Lead Portfolio Manager | Tribeca Investment Partners |
Karen Towle | Portfolio Manager | Tribeca Investment Partners |
Genevieve Naughton | Portfolio Manager | Trilogy Funds |
Karina Medina | Portfolio Manager | UBS Asset Management |
Camille Wynter | Head of ESG Research | UBS Asset Management |
Alice Shen | Investment Manager | VanEck |
Catherine Allfrey | Portfolio Manager and Director | WaveStone Capital |
Andrea Jaehne | Head of Rating Agencies & Analysis |
Westpac |
Catriona Burns | Lead Portfolio Manager | Wilson Asset Management |
Dania Zinurova | Portfolio Manager | Wilson Asset Management |
Erin Kuo | Chief Sustainability Officer | Yarra Capital Management |
Olivia Bayley | Investment Manager | Yarra Capital Management |
Tina Everist | Investment Manager | Yarra Capital Management |
Katie Hudson | Portfolio Manager | Yarra Capital Management |
Analysts and emerging talent
Name | Position | Organisation |
Karina Bader | Analyst | Acorn Capital |
Trang Tran | Equity Analyst | Airlie Funds Management |
Stephanie Derrington | Responsible Investing Analyst | Allan Gray Australia |
Moana Nottage | Analyst | Alphinity Investment Management |
Eloise Ong | Investment Analyst | Anacacia Capital |
Michelle Byun | Analyst | Antares Equities |
Han (Alice) Wang | Investment Analyst | Antipodes Partners |
Caroline Hamer | Investment Analyst | Antipodes Partners |
Beth Everett | Investment Analyst | Antipodes Partners |
Hyojeong (Irene) Kang | Performance/Quantitative Analyst | Antipodes Partners |
Cleo Somers | Senior Investment Analyst | Antipodes Partners |
Lisa Jordan | Analyst | Ardea Investment Management |
Brydie Lloyd-Roberts | Investment Analyst | Argo Investments |
Janelle Morrison | ESG Analyst | Ausbil Investment Management |
Meri Vukasin | Associate Analyst, ESG | Ausbil Investment Management |
Saliva Ma | Assistant Quantitative Analyst | Ausbil Investment Management |
Persephone Fraser | Analyst | Australian Ethical Investment |
Nga Lucas | Investment Analyst | Australian Foundation Investment Company |
Nicole Plant | Assistant Fund Manager | Australian Unity |
Levina Pham | Investment Analyst | Barwon Investment Partners |
Taylah Hasell | Investment Analyst | Barwon Investment Partners |
Nicole Mardell | Global Equities Analyst | Bell Asset Management |
Xia Wu | Global Equities Analyst | Bell Asset Management |
Shirley Wang | Junior Quantitative Analyst | Bentham Asset Management |
Jessica Leung | Assistant Portfolio Manager | Betashares Capital |
Hannah Parton-Cyr | Early Stage Investor | Black Sheep Capital |
Claire Xiao | Analyst | Blackmore Capital |
Yu Li | Analyst | Blackmore Capital |
Sheryl Chand | Analyst | Celeste Funds Management |
Vivian Kweh | Analyst | Challenger Investment Management |
Dhruvi Desai | Analyst | Challenger Investment Management |
Cheryl Lim | Analyst | Coolabah Capital Investments |
Ying Yi Ann Cheng | Senior Analyst | Coolabah Capital Investments |
Chloe Lim | Research Analyst | Cooper Investors |
Katherine Holyoake | Research Analyst | Cooper Investors |
Carly (Thorpe) Turner | Equity Analyst | Endeavor Asset Management |
Britt Bloom | Investment Manager | EVP |
Kelsey Bentley | Investment Analyst | Ellerston Capital |
Annie Liu | Analyst | Fidelity International |
Annabel Riggs | Equity Analyst | Firetrail Investments |
Carta Ryan | Equity Analyst | Firetrail Investments |
Georgia Locke | Equity Analyst | Firetrail Investments |
Jessica Jouning | Senior Analyst | First Sentier Investors |
Sophie Smith | Investment Analyst | First Sentier Investors |
Tahlia Gugusheff | Assistant Portfolio Manager | First Sentier Investors |
Britt Boxall | Investment Associate | Folklore Ventures |
Chloe Stokes | Senior Investment Analyst | Forager Funds Management |
Magda Zieba | Unlisted property | Future Fund |
Meghann Roberts | Senior Investment Analyst, ESG | GESB Superannuation |
Sudipta Ghosh | Listed Equities Investment Analyst | Grok Ventures |
Claire Zhang | Senior Analyst, Listed Infrastructure Equity Alternatives | HSBC Asset Management |
Matisse Clark | Associate Investment Analyst | Hyperion Asset Management |
Abigail Malin | Analyst | Lakehouse Capital |
Tumul Sinha | Analyst | Lennox Capital Partners |
Connie Kuo | Investment Associate | MA Asset Management |
Grace Gow | ESG Analyst | Macquarie Asset Management |
Hannah Dickinson | Head of Franchises and Investment Analyst | Magellan Financial Group |
Emma Henderson | Analyst | Magellan Financial Group |
Fiona Wu | Analyst | Magellan Financial Group |
Claire Britton | Analyst | Magellan Financial Group |
Tracey Wahlberg | Investment Analyst | Magellan Financial Group |
Lucina Martin | Investment Analyst | Magellan Financial Group |
Ayesha Azeem | Investment Analyst | Maple Brown Abbott |
Bei Bei Hu | Investment Analyst | Maple Brown Abbott |
Amelia Campbell | Research Associate | Maple Brown Abbott |
Amy Ubank | Associate | Maple Brown Abbott |
Georgia Hall | Analyst | Maple Brown Abbott |
Thao Le | Investment Analyst | Maple Brown Abbott |
Julia Wang | Reserach Analyst | Martin Currie |
Raven Vi | Listed Real Assets Analyst | Martin Currie |
Abi High | Analyst | Melior Investment Management |
Caroline Mullin | Analyst | Merlon Capital Partners |
Katrina Tamayo | Analyst | Metrics Credit Partners |
Gabriella Fagan | Analyst | Metrics Credit Partners |
Jean Huang | Investment Analyst | Munro Partners |
Marie Miyashiro | Senior Investment Analyst | Nanuk Asset Management |
Peiting Liang | Equity Analyst | Northcape Capital |
Eleni Xydas | Analyst | Novaport Capital |
Kate Goodwin | Analyst | Ox Capital Management |
Katherine Webb | Analyst | Paradice Investment Management |
Anna Hong | Assitant Portfolio Manager | Pendal Group |
Elise McKay | Investment Analyst | Pendal Group |
Julia Maksymow | Quantitative Analyst | Pendal Group |
Rachel Cole | Investment Analyst | Pendal Group |
Sue Scott | Senior Investment Analyst | Pendal Group |
Rema Elias | Investment Analyst | Perpetual |
Rosemary Tan | Equities Analyst | Perpetual |
Louise Sandberg | Senior Equities Analyst | Perpetual |
Dr Lisa Worley | Investment Analyst | Platinum Asset Management |
Zoe Middleton | Investment Analyst | Platinum Asset Management |
Phoebe Little | Associate Analyst | Plato Investment Management |
Pelen Ji | Analyst | Platypus Asset Management |
Ying Wang | Quantitative Analyst | Platypus Asset Management |
Joan Zhang | Investment Analyst | Qualitas Group |
Georgia Hill | Investment Associate | Qualitas Group |
Evie Papps | Investment Associate | Qualitas Group |
Wei Lu | Quantitative Analyst | Realindex Investments |
Claire McKew | Investment Analyst | Resolution Capital |
Hannah Maclean | Investment Analyst | Resolution Capital |
Sally Warneford | Equity Analyst | Schroders |
Jenny Hau | Fixed Income Analyst | Schroders Investment Management |
Sophie Smith | Investment Analyst, Emerging Companies | SG Hiscock & Company |
Aimee Jordan | Investment Analyst | Spheria Asset Management |
Brittany Isakka | Investment Analyst | Spheria Asset Management |
Xinting Jia | ESG Investment Strategist - APAC | State Street Global Advisors |
Yvette Murphy | Equity Portfolio Strategist | State Street Global Advisors |
Sally Fang | Senior Investment Analyst | Swell Asset Management |
Kim Tracey | Investment Analyst | T Rowe Price |
Jennifer Poon | Senior Portfolio Analyst | T Rowe Price |
Peta Arnott | Investment Analyst | Touchstone Asset Management |
Jovana Gagic | Investment Analyst | Tribeca Investment Partners |
Madie Hamilton | Assistant Portfolio Manager | Trilogy Funds |
Lillie Greiner | Equity Research Analyst | Tyndall AM |
Kirsty Mackay Fisher | Senior Investment Analyst | WaveStone Capital |
Anna Milne | Equity Analyst | Wilson Asset Management |
Emma Wyndham-Smith | Equity Research Analyst | WILSONS |
Madeleine Williams | Equity Research Analyst | WILSONS |
Maria Zapata | Research Analyst | WILSONS |
Melissa Benson | Equity Research Analyst | WILSONS |
Is someone missing from this list?
As this list was collated by hand (using data collected through a survey of our partners, going through company websites and LinkedIn), we recognise that some names may have been missed. If your name is not on the list, or someone you know needs to be added to the list, please email us at the address below:
Welcome to Livewire, Australia’s most trusted source of investment insights and analysis.
To continue reading this wire and get unlimited access to Livewire, join for free now and become a more informed and confident investor.

2 topics
Please sign in to comment on this wire.