Kris Swart, CFA

Experience

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  Fusion Outsourcing Services

  Feb 2012 - Jun 2012

  Analysis and reporting on key performance indicators of the customer care function of a major British client, and conducting various campaign specific research and analytics. Construction of small- to medium scale excel based models to facilitate daily dashboard performance indication and month-end compensation of staff. Valuable experience gained in a high growth, high-paced, and multi-cultural corporate environment, working alongside individuals across borders in countries such as the UK and India. Show less

  • Managerial Information (MI) Analyst

    May 2012 - Jun 2012

  • Human Resource (MI) Administrator & Project Coordinator

    Feb 2012 - Apr 2012
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  NMG Benefits

  Jul 2012 - Dec 2013

  Actuarial Analyst

  Actuarial administration, calculation, insight, evaluation, recommendation and reporting on institutional retirement products, both on the assets and liabilities of institutional retirement funds. Projects worked on included: defined-benefit and defined-contribution retirement fund valuations; investment return calculations and consolidation; surplus apportionment exercises; and various other ad-hoc projects.

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  PSG Wealth

  Jan 2014 - now

  Wealth Manager | Trader

  Financial advice and investment portfolio management services in the following areas: local and offshore investments (equity portfolios and mutual funds), retirement planning, divorce planning, risk- and estate planning. Member of the branch investment committee with an active role in the research and analysis process. Responsibilities include trading and execution of equity portfolio transactions, and the development of written opinion and analysis. Leadership roles held as Office Manager and Interim Operations Manager of securities team. Show less