Kieran Lafferty, CFA

Experience

• 

  African Alliance

  Mar 2016 - Sept 2016

  Research Assistant

  Was a part of the capital markets research team and undertook the following responsibilities:• Compile, edit and publish firm research publications. (The Africa Quarterly, the Africa Monthly, theAfrica Weekly, the Africa Daily). o The Africa Weekly is a data rich weekly wrap of market, company and economic data produced by African Alliance. o The Africa Daily is a publication that summarises market related news on the African continentthrough news update, equity research and trading commentary.• Manage and maintain in-house securities database.• Respond to ad-hoc client queries.• Provide specialist support to equity analysts.• Provide specialist support to corporate access and sales.• Ad-hoc projects requested by management from time to time (such as the construction of the investor conference booklet).• Manage and maintain analyst estimates and recommendations. Show less

• 

  Monocle Solutions

  Oct 2016 - Sept 2018

  Monocle Solutions is a results-focused consulting firm specialising in banking and insurance. As a consultant at Monocle Solutions I was deployed on site to clients in the banking sector to work collaboratively to translate business and regulatory requirements into tangible, technical and data-driven results. Notable projects during my tenure include IFRS 9, Risk Hierarchy and BASEL IV.IFRS 9:Was a member of the project team that carried out the design, development and testing of an impairment calculation engine (ICE) that served as the expected credit loss (ECL) model for the Standard Bank Group’s IFRS 9 requirement. The following duties were accomplished: • Contributed to the analysis and sourcing of source system data. • Assisted in the standardisation of data into a data warehouse using source to target mappings. • Provided documentation for the technical specification of the ICE model. • Contributed to the development of the ICE model in SQL database. • Carried out the system integration testing and user acceptance testing. • Responsible for the ICE reconciliation to regulatory capital that was conducted between finance, general ledger (SAP) and the impairment calculation. • Responsible for engaging with stakeholders for the clearing of issues. • Attended and participated in daily stand-up agile scrum team meetings with the various departments (Group IT, Finance, Model Development and Risk). Show less

  • Senior Analyst

    Nov 2017 - Sept 2018

  • Analyst

    Oct 2016 - Oct 2017
• 

  FactSet

  Oct 2018 - Oct 2022

  Responsibilities relating to consulting-based work for buy-side clients include:• Developing a deep knowledge base across FactSet’s business, products and clients. • Communicating with impact to clients while mastering presentation and public speaking skills both internally and externally.• Using advanced product knowledge and understanding of FactSet’s product suite to identify and implement solutions specific to client and user workflows including but not limited to excel modeling, company research, and portfolio analysis. Thereby reducing the pain points experienced by the client.• Undertake support responsibilities for the global client base of FactSet.• Troubleshooting client queries.• Build complex financial models in Excel or on the FactSet platform as per client requirements• Ability to effectively communicate with various verticals within FactSet that may be situated in different locations so as to provide a solution to the client’s request.• Project management and client on-boarding to the platform - working with clients to seamlessly integrate proprietary data.• Build and maintain client relationships with all levels of seniority in the front, middle and back office• Design and implement account strategy with the aim of increasing client usage and satisfaction. Show less

  • Product Specialist - Analytics Performance & Reporting

    Feb 2021 - Oct 2022

  • Investment Management Consultant

    Apr 2019 - Jan 2021

  • Client Solutions Associate

    Oct 2018 - Mar 2019
• 

  Monocle Solutions

  Nov 2022 - now

  • Senior Manager

    Jan 2024 - now

  • Manager

    Nov 2022 - Dec 2023