Mike Van Der Westhuizen, CFA
Portfolio Manager/Dealer at Citadel Investment Services- Claim this Profile
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Bio
Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteSep, 2012- Nov, 2024
Experience
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Citadel Investment Services
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South Africa
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Financial Services
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200 - 300 Employee
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Portfolio Manager/Dealer
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Apr 2015 - Present
Portfolio manager, Fixed Income and AlternativesGlobal and local macro analysisMulti-asset portfolio management, long only and multi-strategy hedge funds (global and local)Multi-asset dealing/implementation - equity, listed real estate, bonds, currency, options/futures (global and local)Factor investing, trading strategiesGeneral interest in "technology assisted" investing
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Investment/Fund Research Analyst
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Apr 2011 - Apr 2015
Involved in research on a multitude of asset classes including (and not limited to) equity, fixed income (including government debt, high yield, investment grade corporates, emerging markets), listed property and money market.Filtering of the universe of prospective funds, followed by an investigation into, and greater understanding of a fund's strategy. This includes a full understanding of the philosophy, idea generation, research process, portfolio construction and risk management of the manager/house, as well us delving deeper into the historic performance profile of the fund (attribution)Full due diligence - meeting with manager and writing of reportsRegular monitoring of funds, including a monthly overview and a quarterly feedback session and presentations to wealth managersOther responsibilities include writing of monthly fund fact sheets for clients, doing ad hoc projects for other team members with regards to specific asset classes or funds
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Investment Analyst
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Jul 2008 - Apr 2011
Client Reporting Showing investment values, asset allocations and returns for various periods Researching Unit Trust Funds to recommend to clients Attending roadshows, talks with fund managers as well as in house research using MoneyMate and excel. Constructing Client Investment Portfolios (Asset Allocations) using unit trust funds on LISPs Dealing with Client Queries Email, Telephone and face-to-face, giving advice General Administration - Paperwork Writing of Investment Proposals to Clients Writing of monthly newsletters to Clients on various investment topics Assisting in Tutoring colleagues doing their RFP exams Presenting workshops to pension fund members Consulting with advisors when seeing clients (Registered with FSB as a representative to give advice) Face-to-face visits with clients to talk about their investments Assist in general business issues that arise and help in making certain business decisions
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Education
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2004 - 2007
University of Cape Town
BBusSc, Finance (Honours) -
1998 - 2002
Wynberg Boys' High School
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