Gerrit Fourie
Head Of BI (Analytics and Development) at Global Logistics Internet- Claim this Profile
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Bio
Credentials
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Chartered Financial Analyst Level II candidate
CFA InstituteJun, 2012- Nov, 2024 -
RE5 exam passed
Moonstone Interactive
Experience
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Global Logistics Internet
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South Africa
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Advertising Services
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1 - 100 Employee
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Head Of BI (Analytics and Development)
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May 2019 - Present
- Develop and maintain data pipelines and ETL procedures between platform and warehouse, and develop warehouse architecture.- Analyse customer data to derive actionable insights for use by senior management, and company as a whole, to help optimise and drive effective marketing and promotional strategy.- Develop clear and easy to use Tableau reports and maintain online Tableau landscape.- Provide input and recommendations regarding the strategy and direction of GLI as part of senior management team, working directly with the CEO and General Manager.- Manage team of BI professionals.Tech Stack – MySQL, PostgreSQL, PHP, Tableau, DBT, Stitchdata
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Pick n Pay
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South Africa
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Retail
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700 & Above Employee
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Trade Optimization/BI Analyst
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Dec 2017 - May 2019
- Turn past data on sales volume and price into future actionable insights through data mining, modelling and visualization.- Building predictive demand forecast models based on metrics such price, volume, date, customer demographics, location and competitor pricing.- Build data pipelines and create ETL's for the trade optimisation team in order to have clean usable data.- Turn data into insights for use by executives using data visualization tools such as Power BI and Tableau.- Work closely with marketing in order to drive marketing through insights.
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Graduate School of Business - University of Cape Town
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South Africa
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Higher Education
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100 - 200 Employee
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Fulltime Mba Student
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Jan 2017 - Dec 2017
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Efficient Wealth (Pty) Ltd
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South Africa
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Financial Services
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100 - 200 Employee
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Wealth Manager/Fund Analyst
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Oct 2014 - Sep 2016
Duties:• Construct and manage unit trust and share portfolios for high net worth clients. Value of client book managed in excess of R500 million.• Perform due diligence and analysis on the South African economic environment, various local and international funds and equity investments.• Daily meetings with high net worth clientele in order to update risk and return requirements and answer queries regarding client investment portfolio.• Manage and train junior team members to ensure company value proposition and mandate are both adhered to and to promote synergy and team work.
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JPMorgan Chase & Co.
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United States
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Financial Services
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700 & Above Employee
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Senior Fund Accountant/Team Leader
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Jan 2012 - Sep 2014
Duties:• Apply knowledge of Financial Instruments and markets to ensure securities are correctly valued on the company administration program called HiPortfolio and use analytical skills to solve price discrepancies within funds to insure correct net asset value(NAV) is calculated.• Effective management of junior team members to ensure high performance standards are maintained and to create prolonged team synergy.• Ensure company value proposition and mandate are instilled in team members• Work with various departments within Curo Fund Services to ensure Corporate Actions and Risk Management procedures are correctly implemented.• Work face to face with various Asset management clients, domestically and internationally, to ensure valuations of securities and funds occur according to client objectives and specifications.
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MSCI Private Capital Solutions
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United States
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Financial Services
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400 - 500 Employee
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Private Equity Analyst
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Jul 2010 - Jan 2012
Duties: • Analysis of company financial statements to provide clients with advice regarding potential investments.• Breakdown of company financial statement into easier to understand spreadsheets in order to allow clients easier monitoring of portfolio performance.• Monitoring of client investment portfolios to track performance and provide feedback regarding portfolio movements• Daily interaction with clients to keep track of client investment risk and return objectives. • Perform due diligence on current economic and political environment, and using forecasting models to provide advice to clients regarding potential changes to investment portfolio taking into account environment.
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Education
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Graduate School of Business - University of Cape Town
Master of Business Administration (MBA) -
University of Stellenbosch
BComm, Investment Management -
Stellenbosch University/Universiteit Stellenbosch
PGDip in Financial Planning -
Udemy
Certificate, Python -
Duke University
Excel to MySQL: Analytic Techniques for Business, SQL, Tableau, Excel,