Experience

Ashburton Investments

• South Africa
• Investment Management
• 100 - 200 Employee

• Global Investment Analyst

  • Jul 2019 - Present

  Investment analyst covering global financial companies (banks, insurers, asset managers and other specialist financial companies) as part of the Ashburton International investment team. Staying up to date with company and economic news, presenting to the investment team on current holdings or new ideas, screening for new stock ideas, building / updating models and presenting to FNB are some of my tasks.

• Investment Analyst

  • Jan 2019 - Jul 2019

  As the financials research analyst at Ashburton Investments, I work within the local equity team covering the financial sector. I build models for financial companies, give feedback on financial stocks at investment meetings and present investment cases on companies to the investment team.



SBG Securities

• South Africa
• Capital Markets
• 1 - 100 Employee

• Equity Research Analyst

  • Jul 2014 - Dec 2018

  As the short-term insurance and general financials analyst at SBG Securities, I work within the financials team (within equity research) alongside the insurance, banks and property analysts. I build and maintain detailed models, write analyst reports, arrange client lunches and conferences. My work also entails meeting with management on a regular basis and staying up to date with the companies under coverage to assess any changes in the investment case. Our clients are very important to us and we therefore aim to build and maintain solid relationships with them.



Standard Bank Group

• South Africa
• Financial Services
• 700 & Above Employee

• Equity Research Associate

  • May 2012 - Jun 2014

  I joined the Financials team at SBG Securities, where I assisted the Banks and Insurance analysts. I was fortunate to have the opportunity to work with and learn from these highly rated and respected analysts. I updated and build models, created analysis tools, facilitate bespoke client requests, create presentations and arranged client events.

• Trainee Accountant

  • Jan 2009 - May 2012

  I started my career at Standard Bank on the CA (SA) Training Programme. I rotated to various divisions where I obtained invaluable experience to build a foundation for my career. I spend 3-6 months in each of the following divisions: Global Markets Finance (forex), Africa Finance, CIB Credit, Internal Audit, CIB Tax, Mergers & Acquisitions, Corporate Development, Melville Douglas Portfolio Management, Treasury & Capital Management - Pricing, Business Banking - Pricing, Technical Accounting and Equity research (SBG Securities)