Kelin Pottier

Solutions Strategist at 10X Investments
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Contact Information
us****@****om
(386) 825-5501
Location
Cape Town, Western Cape, South Africa, ZA

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Credentials

  • MCSE: Data Management and Analytics — Certified 2020
    Microsoft
    Dec, 2020
    - Nov, 2024
  • Exam 778: Analyzing and Visualizing Data with Power BI
    Microsoft
    Nov, 2019
    - Nov, 2024
  • Exam 779: Analyzing and Visualizing Data with Microsoft Excel
    Microsoft
    Nov, 2019
    - Nov, 2024
  • MCSA: BI Reporting - Certified 2019
    Microsoft
    Nov, 2019
    - Nov, 2024
  • Microsoft Office Specialist Excel 2016 Expert
    Microsoft
    Aug, 2019
    - Nov, 2024
  • Exam 461: Querying Microsoft SQL Server 2012/2014
    Microsoft
    Apr, 2019
    - Nov, 2024
  • Microsoft Office Specialist Access 2013
    Microsoft
    Mar, 2019
    - Nov, 2024
  • Microsoft Office Specialist Excel 2016
    Microsoft
    Mar, 2019
    - Nov, 2024
  • CFA Level 1 Passed
    CFA Institute
    Dec, 2018
    - Nov, 2024

Experience

    • South Africa
    • Financial Services
    • 1 - 100 Employee
    • Solutions Strategist
      • Oct 2023 - Present

    • Product Development Specialist
      • 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

    • South Africa
    • Business Consulting and Services
    • 200 - 300 Employee
    • Management Consultant
      • 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

    • South Africa
    • Higher Education
    • 700 & Above Employee
    • Macroeconomics Tutor
      • Jul 2016 - Jun 2017

Education

  • University of Cape Town
    Bachelor of Business Sciences, Finance and Economics
    2015 - 2018
  • St Henry's Marist College
    National Senior Certificate, 6-12
    2008 - 2014

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