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Russell Brown

Russell Brown

Trainee Financial Advisor

Followers of Russell Brown419 followers
location of Russell BrownCity of Johannesburg, Gauteng, South Africa

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  • Timeline

  • About me

    Product Manager at PortfolioMetrix

  • Education

    • Academy of Financial Markets

      2010 - 2010
      National Certificate: Financial Markets and Instruments (Investment Specialisation) Distinction

    • Plymouth University

      2011 - 2012
      Master of Science (M.Sc) Finance Masters with Distinction

      Distinction Aggregate for:- Academic Dissertation- Investments- Principles of Finance- Financial Statement Analysis- Econometrics- International Finance- Issues in FinanceAcademic Dissertation Topic: Assessing the asymmetric relationship between sector returns of the Johannesburg Stock Exchange and shocks to Crude Oil prices and volatility.Extensively used both Bloomberg Professional and Thompson Reuters Datastream for academic research.

    • University of Johannesburg

      2007 - 2010
      Bachelor of Commerce (BCom) Finance

      Major Subjects: - Accounting- Financial Management- Financial Planning- Investment ManagementWinner of the University of Johannesburg 2009 Financial Planning Competition.

    • University of Johannesburg

      2011 - 2011
      Diploma in Investment Analysis and Portfolio Management Investments and Securities Distinction

      (Only completed select modules to gain access to Investment Honours.)Obtained Distinctions in the Analysis of: - Derivatives (85%) - Equity Investments (84%)- Fixed Income Investments (78%)- Portfolio Management (80%)

  • Experience

    • Korner Perspective

      Jan 2011 - Aug 2011
      Trainee Financial Advisor

      Responsibilities:- Refined the Unit Trust selection that would be offered to clients.- Established and analysed a library of Financial Results for listed companies on the JSE and international stock markets.- Assisted with the merger of Alpha Equity and Mellett Investments.- Assisted in the transition and move from Alpha Equity to Körner Perspective.- Compiled client mandates and assisted with administration.Gained Exposure to:- Investment philosophy development, decision-making and strategic execution.- Valuation of assets through fundamental techniques.- Client relations, needs analysis and asset allocation.- FSB regulations and requirements. Show less

    • PortfolioMetrix

      Apr 2013 - now

      • Product Manager

        May 2021 - now

      • Investment Analyst

        Apr 2013 - Apr 2021

  • Licenses & Certifications

    • Bloomberg Assessment Test

      Bloomberg Institute
      Apr 2012

    • FSB First Level Regulatory Examination: Representatives

      Moonstone
      Jul 2011

    • Met the Academic Requirements of Associated Financial Planning(A.F.P.)

      Financial Planning Institute of Southern Africa
      Jan 2010