City of Cape Town, Western Cape, South Africa
Bcom (Investment Management and Economics) and BcomHons in Financial Analysis graduate. CFA. FMVA. Highly ambitious with strong leadership credentials.
https://thegrowth-factor.co.za/
Liaise with existing and prospective clients. Duties included the following: • Chair client consultations and manage client relationships. • Construct customised investment portfolios. • Managing client review process. • Preparing records of advice and investment proposals. • Implementing advice. • Liaising with fund managers and doing due diligence on funds. • Cash flow, pre-retirement planning and performance calculations. • Create written and verbal media content.
Exclusive three-week internship within the Retail Operations department. Formed part of a team tasked to solve a real challenge faced by the company, presenting our results to senior management at the end of the internship. • Exposure to day-day running of a successful asset management business. • Mentored by accomplished employees. • Intensive presentation training.