JANA makes new senior appointments

Australian investment consultancy firm, JANA, has announced it has promoted three of its leading consultants – Duncan Smith, Kirsten Temple and Anthony Ballard – into new Melbourne-based General Manager (GM) positions effective immediately.

After joining JANA in 2004, Smith’s most recent role was Principal Consultant and he is now taking on the role of GM Client Relationship Management. Temple joined the firm in 2009 and was promoted to GM Investment Strategy from Manager of Research. Ballard joined JANA in 2007, moving from Senior Consultant and Head of Australian Equities to GM Research.

The newly created roles will report directly to Jim Lamborn, the Chief Executive Officer of JANA.

“I am delighted to announce Duncan, Kirsten and Anthony’s new roles at JANA,” Lamborn said.

“Our new structure is designed to optimise our focus and ability to deliver the best possible outcomes for our clients.

“Together, Duncan, Kirsten and Anthony bring more than four decades of collective commitment to JANA and our clients. Their expertise and insight are unparalleled, and we are excited about this next chapter to recalibrate and deliver even greater returns and experiences for our clients.”

In Smith’s new role as GM Client Relationship Management, he will oversee client services and the achievement of client investment outcomes, and he will ensure growth and the achievement of client retention targets.

As GM Investment Strategy, Temple will be responsible for developing JANA’s client advice on broad investment strategy and capital markets analysis, and leading the asset allocation decision making process for the firm’s advisory and implemented crisis.

In his new role as GM Research, Ballard will lead the investment research arm of the firm across diverse asset classes and maximise investment outcomes for JANA, its clients and their beneficiaries.

The three GM appointments round out 2021 as a year of senior recruitment for JANA and take the headcount up by 18, after Rachel Halpern was also hired as Head of Sustainability in May and Michael Maher as Co-Head of Not-For-Profit Clients in June.