Eric Roles

Evaluator
DISC Type : Scd

Managing Director at Moelis Australia

Greater Sydney Area, Australia

Overview

Eric Roles is the Managing Director and Head of Equities at MA Financial Group, formerly Moelis Australia. With over 25 years of experience, he previously held senior equity sales roles at major firms including Macquarie Group, Deutsche Bank, and Credit Suisse. He earned a Bachelor of Arts from The University of Western Australia.

He is focused on building a high-performing team within a flexible and positive work culture, often posting about new hires and the firms state-of-the-art office environment designed to encourage collaboration.

He has a track record of partnering with emerging companies on their growth journey, not just on individual transactions.

Personality Overview

Fast But Analytical

Thorough Evaluator

Quality Focused

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Equity Capital Markets
As Head of Equities, he is actively involved in capital raising and corporate advisory, recently leading a partnership with Generation Development Group.
Building Talent
Frequently posts about hiring for his Equities division, seeking analysts for ECM, sales, and research roles to support the firm's rapid growth.
Positive Workplace Culture
He publicly praises his company as an "amazing place to work" and uses the new, modern office as a key incentive for attracting top talent.

Media Appearances

MA Moelis Australia adds managing director for small‑cap ECM deals. Featured in Australian Financial Review (AFR)

See Now

Work History

6-2019
Managing Director at Moelis Australia
6-2017 - 5-2019
SMALL & EMERGING Co SALES, ORIGINATION & CORPORATE BROKING at Macquarie Group
11-2007 - 6-2017
Head of International Sales - North America at Macquarie Group
5-2005 - 11-2007
Head of Australian Equity Sales at Deutsche Bank
3-1998 - 5-2005
Head of Australian Equity Sales at Credit Suisse

Education

Bachelor of Arts (B.A.) from The University of Western Australia

More Information

Social Presence :

Prographics :

Exp : 28 Location : Greater Sydney Area, Australia Job Level : Mid-senior Designation : Managing Director at Moelis Australia
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Insights For Selling To Eric

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Be prepared for comments or questions that are critical of your product or your claims
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Eric is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Eric

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Eric move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Eric take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Eric

Personality Compatibility


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