Jonathan Brummer CFA, CFP®

Senior Consultant at RisCura
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Contact Information
us****@****om
(386) 825-5501
Location
City of Johannesburg, Gauteng, South Africa, ZA
Languages
  • English Native or bilingual proficiency
  • Afrikaans Native or bilingual proficiency
Skills

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Credentials

  • CFA ESG Certificate
    CFA Institute
    Oct, 2021
    - Nov, 2024
  • Chartered Financial Analyst® (CFA) Charterholder
    CFA Institute
    Sep, 2012
    - Nov, 2024
  • CERTIFIED FINANCIAL PLANNER® Professional
    Financial Planning Institute

Experience

  • RisCura
    • South Africa
    • Financial Services
    • 100 - 200 Employee
    • Senior Consultant
      • Jan 2020 - Present

      - Asset Consultant to large Pension Funds and Medical Schemes totalling R60bn in assets - Determining the optimal strategic asset allocation based on a liability driven investment approach- Portfolio construction and manager allocation across asset classes, including mandate negotiation - Tactical asset allocation including hedging strategies through the use of derivatives - Asset Consultant to large Pension Funds and Medical Schemes totalling R60bn in assets - Determining the optimal strategic asset allocation based on a liability driven investment approach- Portfolio construction and manager allocation across asset classes, including mandate negotiation - Tactical asset allocation including hedging strategies through the use of derivatives

  • Momentum Financial Planning
    • South Africa
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Planning Specialist
      • Jul 2019 - Dec 2019

      - Develop the advice and client value proposition across financial planning disciplines- Research, compile and implement advice houseviews- Strategic guidance on design of financial planning technology solutions- Present thought leadership content at internal conferences - Develop the advice and client value proposition across financial planning disciplines- Research, compile and implement advice houseviews- Strategic guidance on design of financial planning technology solutions- Present thought leadership content at internal conferences

  • Momentum
    • South Africa
    • Financial Services
    • 700 & Above Employee
    • Head: Platform Design, Capabilities and Integration
      • Nov 2017 - Jun 2019

      - Responsible for the design of investment platform capabilities, local and international competitor research as well as improving platform competitiveness and efficiency- Contributed to the platform client value proposition development- Implemented a way of work that allows us to become more attuned and responsive to client demands as well as reducing turnaround time for feature implementation- Embedded API thinking, opening up opportunities for B2B integration with CRM software providers, DFMs and more

  • PPS Financial Planning
    • South Africa
    • Financial Services
    • 1 - 100 Employee
    • Head: Financial Planning Best Practice
      • Jan 2017 - Oct 2017

      - Responsible for the development of the client advice value proposition (CVP) for PPS Financial Planning- Designed and implemented Robo Advice tool and process- Defined and developed the Advice Philosophy and Process including a new goal discovery process and tool- Aligned and industrialised the Advice Process across multiple internal channels- Implemented a single advice and CRM software across the business- Developed and implemented advice houseviews to ensure consistent client outcomes across all financial planners and channels- Led a team of specialist Advice Analysts across Risk, Investment and Fiduciary functions

  • Old Mutual Limited
    • South Africa
    • Financial Services
    • 700 & Above Employee
    • Advice Architect
      • Aug 2010 - Dec 2016

      - Owned and designed the proprietary Acsis lifestyle financial planning tool - a detailed, holistic, cashflow-based planning tool- Developed advice houseviews on investment topics including phasing in, safe drawdown rates, investment vehicles and more- Quantitative research (Monte Carlo simulation) on safe drawdown rates leading the development of a probability based retirement income tool- Consistently rated as one of the top presenters at conferences- Designed the UX and cashflow modelling of the OMW Wealth Integrator - a web based, comprehensive cashflow-based planning tool- Designed, maintained and enhanced the OMW platform user interface and capabilities. This was used by tied and independent financial planners- Developed the client value proposition (CVP) for Old Mutual Wealth

  • SC
    • South Africa
    • Professional Training & Coaching
    • 1 - 100 Employee
    • Institutional Asset Consultant
      • Jun 2009 - Jul 2010

      - Consulted to a portfolio of employer funds including investment strategy development, performance reporting and member education- Instrumental in simplifying our reporting to be more understandable by pension fund members - Consulted to a portfolio of employer funds including investment strategy development, performance reporting and member education- Instrumental in simplifying our reporting to be more understandable by pension fund members

  • FNB South Africa
    • South Africa
    • Banking
    • 700 & Above Employee
    • Analyst
      • Jan 2007 - May 2009

      Variety of roles across the business including Retail Banking, International Banking, Investment Product House and First Rand Bank India (start-up) Variety of roles across the business including Retail Banking, International Banking, Investment Product House and First Rand Bank India (start-up)

Education

  • EDHEC Business School
    Investment Management with Python and Machine Learning
    2021 - 2021
  • GIBS Business School (Gordon Institute of Business Science)
    Programme for Management Development
    2015 - 2015
  • Financial Planning Institute
    Regulatory Exams: Representatives (RE5)
    2011 - 2011
  • Results Coaching
    Level 1 Results Life Coach
    2011 - 2011
  • CFA Institute
    Chartered Financial Analyst, Investments and Securities
    2008 - 2011
  • SAIFM
    Registered Persons Exam (RPE)
    2009 - 2009
  • University of the Free State/Universiteit van die Vrystaat
    Postgraduate Diploma in Financial Planning, Financial Planning and Services
    2009 - 2009
  • University of Johannesburg
    Bachelor of Commerce (B.Com.), Investment Management
    2007 - 2009
  • University of Johannesburg
    Bachelor of Science (B.Sc.), Mathematics and Economics
    2003 - 2006

Community

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