Kumendra Naidoo, CFA

Experience

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  Intelligent Debt Management

  Dec 2014 - Aug 2016

  Senior Financial Consultant

  • Presented debt management solutions and provided comprehensive debt-related advice to clients.• Assisted with client budgeting and personal finance.• Facilitated communication with credit providers.• Trained graduates and new staff members to ensure high-quality service delivery.

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  Maitland

  Jan 2017 - Sept 2017

  Hedge Fund Accountant

  • Prepared monthly financial statements for North American hedge funds.• Performed pricing activities for various financial instruments.• Managed trade-related activity, corporate actions, dividends, and taxes.

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  Citadel Investment Services

  Oct 2017 - Jul 2019

  Investment Analyst

  • Presented investment ideas and recommendations to in-house multi-strategy hedge fund managers.• Conducted bottom-up fundamental research and monitored global macroeconomic trends.• Prepared and presented research on recent financial trends to the investment team.• Collaborated with portfolio managers to monitor positions and interpret fund performance.• Conducted due diligence assessments of local and global hedge fund managers.• Performed fundamental and quantitative analysis to select new funds for inclusion in Citadel's fund of hedge funds. Show less

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  Old Mutual Limited

  Aug 2019 - Feb 2024

  Portfolio Manager

  • Managed long-term, multi-asset share portfolios for high net worth individuals and corporate clients.• Conducted top-down investment research and monitored developments in security markets.• Presented and defended new stock ideas in investment committees.• Delivered new business presentations to prospective clients.• Developed relationships and supported financial advisors in managing investment strategies.• Constructed, traded, and rebalanced share portfolios.• Monitored and reviewed portfolios to ensure compliance with mandated guidelines.• Provided quality control to client-serving and operations teams.• Oversaw performance measurement and risk reporting process. Show less

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  Energy Global

  Feb 2024 - now

  Portfolio Manager