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I’m Rowan McKenzie, based in Cape Town, South Africa. I am fluent in English and have limited proficiency in Afrikaans. I hold a Bachelor of Science in Property Studies and a Bachelor of Science in Mechatronics from the University of Cape Town. Currently, I serve as the Portfolio Manager at Barak Fund Management, where I manage an impact fund focused on SME finance in Africa. My experience includes roles in financial services, education, and engineering, where I honed my skills in customer service, research, and marketing strategy. I am proficient in Microsoft Office tools and have a strong background in public speaking and event management. I am passionate about teamwork and leveraging my skills to drive impactful initiatives.

Experience

    • Mauritius
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Manager
      • Nov 2020 - Present

      As a Portfolio Manager at Barak Fund Management, I have been responsible for managing a portfolio of borrowers across the Barak SPC Funds and the smallholder farmer impact fund, LAFCo. Building on my experience as a Deal Analyst, I took on direct responsibility for each borrower in our portfolio, overseeing all aspects of their management and working closely with legal counsel to ensure that all credit facilities are properly structured and executed.In addition to my core responsibilities as Portfolio Manager, I voluntarily took on a number of temporary positions within the business, including Head of Systems and Portfolio Manager for LAFCo due to those positions become vacant during the Covid pandemic. In these roles, I have had the opportunity to expand my skill set and take on new challenges, while continuing to deliver exceptional results for Barak and its clients.Since 2021, I have been responsible for the restructuring and recovery of all deals under my purview due to the impact of Covid-19 on our borrowers. This has been a challenging task that requires me to utilise my previous experience in portfolio management with a different lense to navigate through the complexities of recoveries in African jurisdictions. I have remained fully committed to this important responsibility despite the ongoing challenges.

    • Deal Analyst
      • Apr 2017 - Oct 2020

      Analysis for deal origination: I was responsible for conducting thorough analysis of potential investments. This involved evaluating the financial, operational, and structural factors of each opportunity to assess its potential returns and risks.Credit application compilation and presentation: I compiled and presented credit applications at weekly committee meetings. This included gathering and presenting all relevant information in a clear and concise manner, to support informed decision-making.Legal drafting and review: I worked closely with legal counsel to ensure that credit facilities were properly structured and executed. This included reviewing all legal drafts before execution, to ensure that they aligned with Barak's investment objectives and risk appetite.Ongoing management of clients and portfolio: In addition to analyzing and originating deals, I was also responsible for ongoing management of clients and the portfolio. This included conducting regular credit reviews and investor due diligence to ensure that all investments remained aligned with Barak's investment objectives and risk appetite.Loan management software design/architecture: I played a key role in designing and developing Barak's new loan management software. This involved developing the software's architecture and working closely with the technology team to ensure that it met the needs of the business.Investor presentations: I liaised with investors on specific borrowers and queries in order to facilitate their due diligence processes. This involved taking investors for walk-throughs of clients' operations, and providing them with any additional information or support they required to make informed investment decisions.

  • Paramount Group
    • Johannesburg Area, South Africa
    • Industrialisation Engineer Intern
      • Jan 2017 - Mar 2017
      • Johannesburg Area, South Africa

      Design industrial tools to assist in building armored vehicles in the industrialisation department. This was done using 3D CAD software, Creo Parametric, which I learnt how to use in my first week. I was tasked with coming up with solutions myself after given a brief of the problem at hand and presenting the solutions to the head engineer.

    • English Teacher
      • Jan 2016 - Dec 2016
      • Ho Chi Minh City

      Teach children from ages 3 to 16 various classes including English, Science, Geography and Music.

    • AutoCAD Design Tutor
      • Jan 2013 - Dec 2014

      Taught Property Studies students the skill of technical drawing using AutoCAD. The final outcome for the students was to produce a fully scheduled floor plan, elevation, cross-section and details.

  • TeachMe2
    • Various
    • Tutor
      • Feb 2010 - Sep 2011
      • Various

      Tutoring Maths and Science from grade 9 to matric.

  • Mala Mala Game Reserve
    • Sabi Sands, Kruger Park
    • Assistant to Manager
      • Dec 2008 - Feb 2009
      • Sabi Sands, Kruger Park

      Worked in the game reserve directly with the managing director during a prolonged worker's strike to help with:1) Kitchen: cooking, preparing, stock takes and store room packing. 2) Driving daily to and from Skukuza for: depositing cash, fixing punctured tyres, various grocery shopping, collecting and posting mail and transporting sick workers to clinic. 3) Bush work: Clearing roads, marking roads and helping game rangers.

Education

  • 2012 - 2015
    University of Cape Town
    Bachelor of Science (BSc), Property Studies (Hons)
  • 2009 - 2011
    University of Cape Town
    Bachelor of Science - BS, Mechatronics, Robotics, and Automation Engineering
  • 2007 - 2008
    Kearsney College
    IEB, Matric

Suggested Services

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Industry Focus. “Financial Services”

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