Daniel Zagoria

Assistant Advisory

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St. Helier, St. Helier, Jersey

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Timeline
About me
Associate Director at Apex Group
Education
- APMG International
  2016 - 2016
  Prince 2 Practioner Project Management
  Axelos Membership
- University of Cape Town
  2007 - 2007
  BComm Honours Financial Analysis and Portfolio Management Postgraduate Degree
  Activities and Societies: UCT Mountain & Ski Club Worked Full time for MortgageSA for 5months as a maternity cover while completing my post graduate degree
- University of Johannesburg
  2004 - 2006
  BComm Investment Management
  Degree majors in Accounting, Economics & Finance
Experience
- MortgageSA
  Apr 2007 - Aug 2007
  Assistant Advisory
  Credit assessment applications at the four largest retail banks in South Africa on behalf of mortgage applicants. Number one sales team in the country in June 2007 with a record of R56million worth of mortgages processed in a single month. Maternity cover contract while I studied my post graduate degree at UCT.
- Investment Data Services
  May 2008 - Apr 2012
  Fund Accountant
  Responsible for producing valuations for Hedge Funds in the South African Market. One year valuing complex, multi-strategy Equity derivative portfolios of differing mandates. The remaining years valuing Fixed Income portfolios with instruments such as Caps, Floors, FRA's, Swaps, Bonds, options etc. One year as Chairman of the Social Committee.
- Kleinwort Benson
  Mar 2012 - Dec 2014
  Senior Fund Accountant
  Assist with the take-on and implementation of new clients. Develop new tools to improve efficiency as well as reduce errors in making payments to third parties. Provide training to staff on new functionality as a result of projects that I completed. Producing Daily, weekly UCITS valuations to clients. Price determination and corporate action treatment using multiple market sources including Bloomberg & Interactive Data Services.
- Sanne
  Jan 2015 - now
  Project Manager within Business Systems of SANNE Financial Services Project Lead Provide support to users of PFS-Paxus, Fundamental, Medius and EFront systems. Review the specifications provided by the systems to ensure it is business relevant. Develop, maintain and review system documentation to provide users with information on new or existing functionality. Predominantly in the Hedge Fund industry as IDS Group has a large market share of registered South African Hedge Funds.
  - Senior Project Manager
    Apr 2021 - now
  - Project Manager
    May 2019 - Apr 2021
  - Project Manager
    Aug 2017 - Apr 2019
  - Business Support Specialist
    Jan 2015 - Jul 2017
- Apex Group Ltd
  Apr 2024 - now
  Associate Director of Operations
Licenses & Certifications
- Cert Prep: Project Management Professional (PMP)®
  LinkedIn
  Jun 2020
  View certificate
- Project Management Foundations: Procurement
  LinkedIn
  Jun 2020
  View certificate
Volunteer Experience
- Road Cycling Coach and Volunteer
  Issued by Songo.info on Dec 2010
  Associated with Daniel Zagoria