Experience

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  Investec

  Mar 2014 - Sept 2015

  Private banking uk

  • Controlling and maintaining high net worth client communication channels.• Repairing high net worth client relationships through complaint resolutions.• Dealing with complaints lodged with the UK Ombudsmen and Investec Private Bank UK.• Providing support to different business areas within the UK Banking space.• Doing a pre-audit for all transactions taken daily.• Conducting cultural integration and morale enhancements for team members and new starters.• Providing online/system support to clients and team members for web interaction/technical issues. • Coordinating meetings for business updates and training. Show less

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  Investec asset management

  Sept 2015 - Nov 2016

  Asset management consultant

  • Dealing with voluntary and compulsory investment products and functionality.• Providing feedback to clients and/or management regarding pre-retirement, post-retirement and global mutual funds and products.• Investigating fund performance and portfolio holding exposure.• Dealing with group level IT systems such as backend server maintenance, online frontend service development and maintenance.• Responsible for web-based client services and operations including profile management, risk management and system integration.• Following up and creating leads for new business opportunities.• Crisis management team role for the Sandton Asset Management branch.• Developing new product ideas and presenting them to senior management. Show less

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  Investec wealth & investment sa

  Jun 2017 - now

  Senior fund analyst

  The Investec World Axis funds are a multi-manager fund of funds with over $4 billion in assets under management. I perform both qualitative and quantitative analysis on potential and existing third-party funds and macro analysis with portfolio optimization.In addition, I work in the local FoF business with over R14 billion in assets under management, where I perform the same duties. Being part of a small team I have various responsibilities which include building out business functionality and supporting asset growth across the globe.I am currently in the process of transitioning into a Fund Manager role.Key responsibilities include:- Portfolio management for the Multi-Asset portfolios, both Manager Selection and Tactical Asset Allocation.-> Manager Selection involves conducting Due Diligence on managers, interviewing potential managers and various analyses of their funds. -> Tactical Asset Allocation involves reviewing various Macro research reports and positioning the portfolios accordingly across various asset classes such as equities, commodities, property and fixed-income.- Trading positions and monitoring trading execution.- Report backs to Wealth Managers, Advisors and High Net Worth Clients.- ESG analysis and integration.Achievements in the role include:- Currently redomiciling our PCC to a UCIT's structure.- Built the fund of funds ESG reporting and framework.- Successfully launched two funds with over R8 Billion in assets.- Streamlined operational, trading procedures and reporting functions.- Supporting an asset growth of $2.5 billion in our offshore mandates and R12 billion in our South African mandates by streamlining client presentations and marketing material. - Hosted the Annual Mandate review for all mandates across the business in 2018 and 2019.- Business owner for the investment monitoring and factsheet automation systems- A active member on the ESG committee, Investment committee and the new initiative's committee. Show less