Kamal Mitha, CFA, CAIA, MBA, Cert.Dir
Head of Investments at Sasria SOC Limited- Claim this Profile
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English Native or bilingual proficiency
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Bio
Credentials
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UniFi by CAIA™ Private Debt Microcredential
CAIA AssociationMar, 2023- Nov, 2024 -
Chartered Financial Analyst (CFA) Charterholder
CFA InstituteJan, 2019- Nov, 2024 -
Chartered Alternative Investment Analyst (CAIA)
CAIA AssociationJan, 2016- Nov, 2024 -
CAIA Charterholder
CAIA AssociationOct, 2016- Nov, 2024 -
Certified Director
Institute of Directors South Africa
Experience
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Sasria SOC Limited
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United States
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Insurance
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100 - 200 Employee
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Head of Investments
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Oct 2018 - Present
Taking responsibility of the investment function at Sasria including: • Strategic asset allocation, market and credit risk modelling. • Formulation, evaluation and implementation of investment strategies. • Performing manager due diligence across asset classes. • Selection of external investment managers. • Performance measurement. • Risk management, compliance monitoring and rebalancing. Taking responsibility of the investment function at Sasria including: • Strategic asset allocation, market and credit risk modelling. • Formulation, evaluation and implementation of investment strategies. • Performing manager due diligence across asset classes. • Selection of external investment managers. • Performance measurement. • Risk management, compliance monitoring and rebalancing.
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GetSmarter
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South Africa
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E-Learning Providers
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100 - 200 Employee
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Oxford private markets investments programme
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Oct 2020 - Dec 2021
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Razorite Healthcare Fund
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City of Johannesburg, Gauteng, South Africa
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Investment Committee Member
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Oct 2014 - Nov 2018
• Directing investment decisions for a R1.8 billion fund • Maintaining the prudent and effective investments of the fund and formulating and overseeing the investment policies and management of the fund • Directing investment decisions for a R1.8 billion fund • Maintaining the prudent and effective investments of the fund and formulating and overseeing the investment policies and management of the fund
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Public Investment Corporation
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South Africa
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Investment Management
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300 - 400 Employee
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Portfolio Management and Valuations
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Apr 2012 - Oct 2018
• Daily monitoring of investments • Due diligence• Valuations• Performance reporting• Research and sectoral analysis• Monitoring ESG issues and undertakings• Monthly monitoring reports to management and monitoring committee• Quarterly monitoring reports to Valuations Committee • Conducting regular reviews including client visits• Ensure that all exits are properly executed• Analysing financial information received form investee companies on a regular basis and assess the need for initiating intervention based on the analysis• Analysing non quantitative aspects on each investment that may possibly result in company failure Show less
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Senior Investment Officer
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Oct 2009 - Mar 2012
• Maintaining and enhancing a robust control environment within the Equity and Multi Management Environment.• Advising on system enhancements required with regards to Equity and Multi Management and managing testing process for implementation.• Valuation of instruments (equity, fixed interest, derivatives, money market and cash securities)
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Advantage Asset Managers
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Financial Services
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1 - 100 Employee
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Line Manager: Investment Administration
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Mar 2008 - Oct 2009
• Responsible for the investment administration team by leading and managing all operational aspects including process improvements • Responsible for the investment administration team by leading and managing all operational aspects including process improvements
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Accountant
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Nov 2007 - Mar 2008
• Preparation of the company’s monthly financial statements, incorporating income statements, balance sheet and cash flow statements • Preparation and variance analysis of monthly management accounts • Managing policies, procedures and processes • Preparation of the company’s monthly financial statements, incorporating income statements, balance sheet and cash flow statements • Preparation and variance analysis of monthly management accounts • Managing policies, procedures and processes
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Oasis Asset Management
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Cape Town Area, South Africa
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Unit Trust Administrator
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Mar 2007 - Nov 2007
• Taking responsibility for the Unit Trust and Retirement funds administration. • Taking responsibility for the Unit Trust and Retirement funds administration.
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Education
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University of the Witwatersrand
Master of Business Administration (MBA) -
University of South Africa/Universiteit van Suid-Afrika
Programme in Accelerated Supervisory Development, Management Programme -
University of South Africa/Universiteit van Suid-Afrika
Investment Analysis and Portfolio Management, Centre for Business Management -
South African Institute of Financial Markets (SAIFM)
Financial Services -
Nelson Mandela Metropolitan University
BComm, Accounting, Economics -
Moonstone Business School of Excellence
First Level Regulatory Examination: Representatives