With more than 14 years experience in funds management and analysis, Margot Jones leads the establishment and ongoing coordination of the Group’s unlisted property funds and investments including the Terra Australis series of funds. Margot oversees reporting to investors and supervises provision of third party services to the Group including custody and insurance arrangements.
Margot also provides specialist advice to Fife Capital’s advisory division, providing technical input, including preparation of financial models and financial analysis and presentation of advice and market reports in relation to a range of corporate finance transactions. She has been involved in a number of transactions including asset disposal and strategic reviews of investments, primarily in unlisted real estate funds.
She holds a Bachelor of Business Degree from the University of Technology Sydney and is a member of the Chartered Financial Analyst (CFA) Institute.