
Lundi Petse
Manager

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About me
Founder at Awaken: A Life & Leadership Consultancy
Education

The Da Vinci Institute
2013 - 2014Management of Technology & Innovation (Certificate)
University of the Witwatersrand
1999 - 2003Bachelor of Commerce - BCom Business Finance and Accounting.webp)
GIBS Business School (Gordon Institute of Business Science)
2020 - 2020Facilitation of High Performaning Teams Business Administration, Management and Operations
Experience

J.P. Morgan
Jul 2005 - Jul 2017Manager· A summary of my accomplishmentso Pioneered the Equity Trader Assistant role for the J.P.Morgan South Africa Equity Franchise supporting the Cash Equities, Program Trading, Delta One and Equity Finance deskso Developed Front Office – Back Office system enhancement requirements which delivered a more efficient FO system and reduced operational risko Implemented operational system enhancements which directly improved client service and also achieved operational time efficiency improvementso Automated risk management system feed o SME (A) Booking and trade flows across multiple locations in the EMEA region (B) Automated p&l reporting and migration across locations in the EMEA regiono Initiated the integration for the Equity Trade Lifecycle roles of Trade Support and Trader Assistant into one role for improved client service and FO supporto Designed an effective Winter Internship Program for SSA CIB Operations which has resulted in a good recruitment pipeline. Prior to my involvement, no winter intern had applied to be on the SSA CIB Operations Graduate Program.o Responsible for the SSA CIB Operations off-site team building exercise in order to increase employee engagement by improving staff-manager interaction and modeling the core values of the company culture.o Managed people by developing them for promotionRoles fulfilled in J.P.Morgan CIB Operationso 01.01.14 to 28.07.17 – Business Resiliency Coordinator for SSA CIB Operations o 01.03.11 to 28.07.17 – Manager CIB Operations responsible for the Equity Middle Office team o 01.09.08 to 28.02.11 – Equity Trader Assistant for the SA Equity Franchise providing the required support to the Cash Equities, Program Trading, Delta One and Equity Finance desks. For the financial year of 2009 I also had Junior Execution Trader responsibilities. o 01.09.07 to 31.08.08 – Equity Middle Office o 02.05.06 to 31.08.07 – Fixed Income Trade Support o 01.07.05 to 30.04.06 – Fixed Income Settlements Show less

Awaken Pty Ltd
Dec 2017 - nowFounderWe listen to people’s stories and the stories they tell themselves so we can help them find acceptance, purpose and fulfilment in life. We have a wholistic approach – human beings are spiritual beings having a physical life in creation. We help people bring their spirit, mind and body into alignment with the truth. We help people discover the right strategies to help them manage their lifestyles through faith, rest, nutrition and exercise.

My context; living out making dreams possible for everyone everywhere everyday.
Jan 2020 - nowOperations ManagerBecoming a leader of leaders while I continue to develop the next generation of leaders who will build & grow our SSA franchise for success in the 21st century.
Licenses & Certifications

Registered Persons Exam: JSE Equity Trader
SA Institute of Financial MarketsSept 2008
Registered Persons Exam: The Derivatives Market
SA Institute of Financial MarketsSept 2008
Registered Persons Exam: Bonds Market (Compliance)
SA Institute of Financial MarketsAug 2006
Registered Persons Exam: Bonds Market (Trader)
SA Institute of Financial MarketsAug 2006
Registered Persons Exam: Equity Market
SA Institute of Financial MarketsAug 2006
Registered Persons Exam: Money Market
SA Institute of Financial MarketsAug 2006
StrongFirst Girya
StrongFirstJun 2018
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