Experience

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  Ninety One

  • Data Operations Analyst

    • Mar 2019 - Present

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  Maitland

  • Senior Front Office Specialist: Institutional Clients

    • Sep 2015 - Feb 2019

    Summary of the positionThe role of the Senior Specialist: Front office involves focusing on Process/Service enhancement and delivery, risk management, projects ,new client take on, training of new and existing users and certain other operational duties within the Front Office team.Outline of main duties and responsibilities• Investigation, design and implementation of Front Office process development and enhancement; • Identification, design and implementation of service improvement;• Investigation, design and implementation of system development;• Risk management including design and implementation of controls;• Ownership of Front Office projects and take on of new clients;• NXManager Technical Specialist providing technical support to all clients as well as other users of the system within the organisation• Client training, outlining requirements and process improvements• Point of Contact for any projects requiring NXManager input• Liaison between operations and ICT for any technical issues• Responsible for managing the implementation of any NXManager upgrades into the Maitland environment• Maintains a good working relationship with service provider Neoxam • Responsible for organisation and minutes of regular meetings with Neoxam• Responsible for logging and maintaining all NXManager issues with Neoxam on their logging system. • Responsible for testing and implementing any fixes supplied by Neoxam regarding the logs mentioned above

  • Client Portfolio Analyst - Performance & Risk Analyst Reporting

    • Jun 2015 - Sep 2015

    Summary of the positionThe responsibilities of my position involves calculating and reporting on investment return, for stakeholders and deliver reporting data in an accurate and timely manner.• Assume ownership and accountability for the calculation, preparation and delivery of the monthly and quarterly performance, attribution and risk reports to stakeholders;• Have a fair understanding of the trade process end to end• Serve as a resource to clients, consulting teams, and other internal departments by developing an in-depth knowledge of client’s investment portfolio, reporting methods and performance measurement cycle;• Analyse transaction, valuation, and performance data for reasonability to ensure timely and accurate performance and risk reporting;• Understand operational processes to trace source data issues.• Monitor performance figures provided by internal/external sources to ensure data accuracy and consistency;• Proactively communicate and provide insight on investment performance, deviations from benchmarks and asset allocation targets, and portfolio movements to stakeholders;• Extract data from various systems and feed into Statpro or similar reporting system.• Fulfil data requests and ad-hoc analysis requests through the generation and/or creation of custom reports on Statpro or Excel;• Support the implementation of UAT and system testing as and when required; • Support new service initiatives in conjunction with the business development and regulatory requirements.

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  StatPro

  • Clock Tower, V&A Waterfront

  • Analytics & Implementation consultant

    • Nov 2014 - Mar 2015
    • Clock Tower, V&A Waterfront

    Portfolio Analysis.o Setting up portfolios using the Statpro Revolution Product.o Implementation of portfolios for various clients in the Asset Management industry:§ Equity, balanced, Alternative, bond, and currency (Hedging) portfolios· Creating Portfolios: using a base currency, and depending on the data,apply a quantity based or market based model to calculate the return.· Benchmarks: Total level benchmark and Constituent Level Benchmarks· Classifying the portfolio by asset class, country, currency, GICS Sectoretc.· Risk Profile: Ex- ante Risk holding period/ Ex- Post Risk, Stress Testing,Risk confidence Level§ Analysis· Performance of portfolio over a specific period: Analyzing theperformance relative to the benchmark.· Corporate action factors· Determining which sector, or asset class contributed to theperformance of the portfolio (Over- weighted/ underweighted invarious asset classes or benchmarks)· Using various performance statistics: Arithmetic/Geometric;Absolute/Relative Performance; downside and upside, Regressionanalysis; Risk adjusted- statistics.· Using ratios to determine when benchmark returns were positive/negative: Bull/ Bear beta; Bull/Bear- market capture ratio; capture Ratio;Bull/Bear market Covariance; bull/bear market mean return.· Annualized performance· Asset Allocation: weighting of each asset class/sector/country/currencycontributed to the return of the portfolio.o Equity Valuation ratio – PE, PB, PS, PCF, Earnings yield, dividendsyield, market cap ratios.· Contribution Analysis:· Attribution Analysis: what caused the portfolio to over/ under performrelative to the benchmark – Calculating the active return. Determining ifthe portfolio performance was due to superior stock selection orsuperior market timing.· Risk Analysis: VAR %, & expected shortfall, contribution to volatility&Monte Carlo, historical simulation models in determining risk.

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  INET BFA

  • Senior Client Relationship Manager

    • Jun 2012 - Oct 2014

    • The role of a Senior CRM is to liaise with clients on the supply of data and news as well as the suite of financial/research and datafeed products.I managed a high profile client base and built strong relationships with key decision makers. This included liaising with clients on issues arising from the supply of various products. Daily interaction with the Technical Account Managers to ensure that client relationships are built and maintained by the teams and that the highest service levels are achieved in delivering, maintaining and upgrading of products. • Responsibilities include: -Account management, client satisfaction, usage engagement and growth within key major client accounts. Success is measured by sustained revenue and lead generation within assigned client base across clients under management.-Growing and managing senior level relationships with the client, for understanding the strategic needs of the major accounts, and aligning I-Net’s priorities to best meet them. -Oversight and management of debt in this client base to defined targets and to drive consistent and excellent client experience with these major account clients including all aspects of the client journey.-The voice of the client back into the core business, providing feedback on trends, challenges and opportunities, and assist in prioritizing client content, functionality and resource needs. -Promotion the company brand and value proposition within all areas of the major accounts.-CRM forms part of a high performing team of account managers and client specialists aligned with the needs of the client, and ensure alignment of other virtual team members towards the common goals of the business

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  University of the Western Cape

  • student

    • Jan 2007 - Dec 2011

    Completed my Honours in Finance & Investments ( GOLDEN KEY MEMBER)