Private Equity Institutional Sales Associate

• Jan 2021 - Present

Assistant Portfolio Manager

• Apr 2019 - Nov 2021

• Successfully managed multi-managed funds by setting framework the for the investment process, constructing the Strategic Asset Allocation (SAA) as well as implementing tactical asset allocations (TAA).• Worked together with the Chief Executive Officer and the investment team to identify investment opportunities which ensured that the multi-asset funds had consistent top quartile performance.• In charge of vetting and performing due diligence, using quantitative and qualitative measures in accessing the suitability of the underlying managers and holistically contribute to the overall soundness of the portfolios.• Presented to Investment Committee latest ideas in portfolio development and also presenting to prospective clients (new business pitch), current clients (investment report back) and various stakeholders.• Designed investment statements, performance report, compiled data for the production of the monthly fact sheets, provided content for the company’s brochure and website which aided in gaining traction in a relatively concentrated industry.• Responsible for managing the day-to-day investment operations such as; releasing daily unit price files, monitoring client portfolios, generating monthly asset management invoices, generating monthly investment statements, quarterly regulatory reports, tracking assets inflows and outflows and providing insights on the data been generated. • Managed relationships between various stakeholders within the department, by drafting communications to clients on key events in the market as and when required and resolve investment/actuarial queries internally and externally.• Responsible for building financials models used in managing the in house equities portfolio. • Performed industry and economic research using quantitative and qualitative methods and/or fundamental research to generate portfolio and market insights and assist on ad hoc technical projects.

Investment Consultant

• Oct 2017 - Mar 2019

Consulted to 7 large institutional clients to invest their pension assets, using Asset Liability Modelling to attain the most optimal investment strategy.• Provided consulting support services and technical support to large institutional clients on a range of investment accounts; including pension fund, retirement fund, unclaimed benefits fund and preservation fund.• Performed market research to formulate views on underlying investment managers’ capabilities.• Presented quarterly report to the Board of Trustees regarding the Fund’s performance and investment strategy as well as providing financial and economic updates.• Facilitated Trustee training sessions ensuring Trustees are knowledgeable enough to accomplish their fiduciary duties and in turn make sound decisions.• Acted as a Project Manager for the successful implementation of a Regulatory Reform (retirement reform regulations) across multiple departments within stipulated timeline, which ensured that the company was operationally geared and able to comply with the amendments of the Pension Act. • Prepared governance documents (i.e. investment policy and investment strategy documents) which ensured clients were appropriately invested in accordance to its liabilities.• Maintained up-to-date knowledge of market practice and legislation.

Asset Management

• Jan 2015 - Sep 2017

Succeeded in meeting a set of benchmarks in growing offshore Assets under Management (AUM), which was accomplished through strategically growing the client base. • Oversaw offshore investments and local fund management such as constructing multi-asset portfolios for over 200 high net worth retail investors.• Resolved dealings-related enquiries by email and by telephone, supplying information relating to funds’ portfolios, prices, dealing procedures, markets and various transactions.• Performed Financial Needs Analysis (FNA) to access clients’ financial situation and constructed personalized strategies that provided them with financial security.• Liaised with various stakeholders such as investment managers (onshore and offshore), life products providers, Actuaries, Investment Consultants, Sales Consultants and current and prospective clients.• Processed redemptions, transfer and switches for onshore and offshore funds.• Managed life products, these varied from drawing quotes comparisons across all relevant providers, understanding products, processing applications and continually engaged with clients.• Managed the Xplan IRESS administration and reporting system and its advancements which increased workflow efficiency.

Intern

• Jan 2014 - Dec 2014

• Managed the portfolio modelling system to set benchmarks for the retail clients to ensure clients current portfolio are consistent with their respective mandate and risk profiles.• Responsible for building workflow systems to facilitate efficient workflow processes within the organisation.• Communicated with clients and other regulatory bodies such as South African Revenue Services (SARS) with regards to clients tax position.• Performed financial analysis on clients portfolios using Morningstar.

Vacation Student

• Jul 2013 - Jul 2013

• Tasked with thoroughly understanding the company’s service line and highlight their different important roles.• Tackled a case study which involved analyzing a potential client’s problems so as to spot and match the target issues to the respective service line.• Interviewed different service lines representatives in order to render concrete advice on how the company can help rectify the potential client’s problems.• Prepared and delivered a presentation as a team of which the presentation highlighted and explained the different service lines and how the company can work as a single strong unit to provide a holistic service to the client.