Kelin Pottier
Solutions Strategist at 10X Investments- Claim this Profile
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Bio
Credentials
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MCSE: Data Management and Analytics — Certified 2020
MicrosoftDec, 2020- Nov, 2024 -
Exam 778: Analyzing and Visualizing Data with Power BI
MicrosoftNov, 2019- Nov, 2024 -
Exam 779: Analyzing and Visualizing Data with Microsoft Excel
MicrosoftNov, 2019- Nov, 2024 -
MCSA: BI Reporting - Certified 2019
MicrosoftNov, 2019- Nov, 2024 -
Microsoft Office Specialist Excel 2016 Expert
MicrosoftAug, 2019- Nov, 2024 -
Exam 461: Querying Microsoft SQL Server 2012/2014
MicrosoftApr, 2019- Nov, 2024 -
Microsoft Office Specialist Access 2013
MicrosoftMar, 2019- Nov, 2024 -
Microsoft Office Specialist Excel 2016
MicrosoftMar, 2019- Nov, 2024 -
CFA Level 1 Passed
CFA InstituteDec, 2018- Nov, 2024
Experience
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10X Investments
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South Africa
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Financial Services
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1 - 100 Employee
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Solutions Strategist
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Oct 2023 - Present
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Product Development Specialist
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May 2021 - Oct 2023
Playing a key role in accelerating the growth of 10X with innovative, market-ready investment solutions across product wrappers and funds. ●Instrumental in doubling of firm's revenue and assets under management in under 2 years -Achieved R7 billion organic growth by expanding product range in key markets -Grew assets under management by further R14 billion through strategic M&A●Expanded the scrip lending program to average over R1.2 billion in loans per month●Identified significant pipeline of opportunities in large total addressable markets by analysing industry trends, shifting client needs and the competitor landscape●Developed the business case, pricing model and go-to-market strategy for new products●Member of Investment Risk Committee Show less
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Monocle Solutions
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South Africa
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Business Consulting and Services
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200 - 300 Employee
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Management Consultant
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Jan 2019 - Apr 2021
Management consulting experience in banking and capital markets. Successfully defined and executed multiple projects encompassing Global Markets, Tech Strategy, Risk Management and Regulatory Compliance. ●Enabled profit margin expansion for Africa's largest ETF issuer by optimizing cost structure and designing target operating model to leverage scale ●Led interdisciplinary implementation team from the US, UK, South Africa and Prague ●Identified capital efficiency opportunities for a D-SIB bank by modelling the impact of forthcoming 'Basel IV' regulations on the bank’s credit portfolio ●Streamlined enterprise capital demand planning and risk management by automating Board and regulatory reporting processes and implementing a data management and governance framework ●Researched and authored industry thought leadership whitepapers ●Advanced and coordinated the company's corporate social investment initiatives as 1 of 10 selected Mission Monocle Committee members 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲: ● Exchange Traded Products Target Operating Model - CIB Markets ● Basel IV Strategy - Group Credit Risk ● Enterprise tech strategy ● BCBS 239 Regulatory Compliance - Group Credit Risk and Enterprise Risk Show less
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University of Cape Town
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South Africa
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Higher Education
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700 & Above Employee
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Macroeconomics Tutor
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Jul 2016 - Jun 2017
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Education
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University of Cape Town
Bachelor of Business Sciences, Finance and Economics -
St Henry's Marist College
National Senior Certificate, 6-12