Nothando Maphumulo

Experience

• 

  University of Pretoria

  Feb 2018 - Jan 2019

  Financial Accounting Tutor

  Assisting and tutoring students in Financial Accounting, Marking assignments,semester tests and exams

• 

  Investec

  Jan 2019 - Feb 2020

  Client Remediation Consultant

  Analysis, collection, processing and updating documentation whilst mitigating risk and adhering to applicable regulations (FICA/FATCA/CRS/FAIS/JSE)

• 

  STANLIB

  Feb 2020 - Jun 2023

  The main focus of my role is, to assist Portfolio Managers in executing their investment strategies. My duties cover both investment and operational spheres of the business. I model portfolios across all asset classes (local and international),implement portfolio trades regarding to cash flow, monthly rebalancing and portfolio transitions, implement changes in asset allocation across various portfolios (Segregated mandates and Unit trusts), daily portfolio reporting, trade compliance and mandate monitoring, fund performance monitoring and reporting, adhoc client execution. Performing rebalancing calculations to ensure the fund is in line with its tactical asst allocation i.e. portfolio quantitative analysis Show less A 2-year graduate program rotating in 3 business areas, namely, Retail distribution, Institutional Operations and Multi-Asset & Equity Franchise. The bulk of my program was spent in Multi-Asset & Equity. I gained experience in modelling and re-balancing of portfolios, portfolio implementation, writing investment reports, local and offshore trading as well as ad hoc administration tasks. I have had the opportunity to sharpen my technical skills, build on my investment knowledge and research capabilities and I now understand quantitative analysis Show less

  • Portfolio Analyst

    Feb 2022 - Jun 2023

  • Graduate Trainee

    Feb 2020 - Jan 2022
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  Momentum Investments

  Jul 2023 - now

  Investment Analyst