KF

Kalie Fung

Vice President at IFM Investors

Melbourne, Victoria

Overview 

Kalie Fung is currently serving as the Vice President of Portfolio Management in Infrastructure at IFM Investors, with a strong background in financial reporting and internal controls. With previous roles as an Associate Director and Investment Accounting Manager, Fung has extensive experience in assurance and external audit, contributing significantly to IFM Investors' success in managing investments in sectors like Enterprise Infrastructure and FinTech.

Work Experience 

II

IFM Investors

  • Vice President - Portfolio Management, Infrastructure

    2022 - Current

  • Senior Associate - Portfolio management, Infrastructure

    2020 - 2022

    Covering both the Global and Australian Infrastructure Fund as part of the Infrastructure Team. Key responsibilities include fund and portfolio forecasting, monitoring of portfolio construction including portfolio optimisation, assessment of fund liquidity and stress testing, foreign exchange risk management, advisory and strategic analysis on new deals such as asset acquisitions/disposals, cash management, and investment fund restructuring.

  • Associate Director

    2017 - 2020

    Responsible for the investment accounting, global tax compliance, unit registry management, financial and regulatory reporting and administrative functions covering the infrastructure equity and private capital funds with funds under management of over $80 billion.

  • Investment Accounting Manager

    2015 - 2017

AI

Arena Investment Management Limited

  • Fund Financial Controller

    2012 - 2015

    - Participated in annual budgets preparation, quarterly forecasts, and strategic plans by constructing different Fund models. Perform NPV analysis for potential assets acquisitions and leasing. - Oversaw the financial functions, reconciliations, treasury management, financial and tax reporting, and policies for six REITs with total assets of around $750 million located in Australia and New Zealand.

P

PwC

  • Manager

    2008 - 2012

    - Led audit teams of up to 12 staff members to conduct the following engagements in Resources, Construction, Mining, and Investment Management sectors. - Was appointed Champion of Compliance Plan Audit in 2011-2012.

K

KPMG

  • Assistant Manager

    2004 - 2008

    - Planned and supervised of statutory audits for both listed and unlisted companies within Information, Construction and Entertainment sectors. - Participated in an IPO audit assignment for China Construction Bank in Beijing. Obtained a thorough understanding of the organizational structure and operations of a retail and commercial bank. Gained a good understanding of conducting credit reviews of financial institutions.

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