Raymond Nyamakanga
Senior Specialist - Institutional Post And Foreign Trade Operations
Cape Town,Western Cape
Summary
A forward-thinking senior investment specialist with operational and technical knowledge of investment and asset management. A proven leader and a problem-solver competent in navigating complex situations, and delivering exceptional client service.
Overview
10
10
years of professional experience
6
6
years of post-secondary education
1
1
Language
Work History
Senior Specialist - Post Trade Operations
Allan Gray
Cape Town
1 2022 - Current
- Handled all back office administrative tasks for all institutional global mandates.
- Trained junior team members and ensured knowledge sharing between team members.
- Assisted team assistant manager in leading the team`s daily functions, in meetings as and when requested.
- Ensured compliance with industry regulators (SARB) by compiling and submitting reports on behalf of Allan Gray within stipulated deadlines.
- Collaborated with cross-departmental teams (trading, portfolio managers, and compliance) in developing cohesive working strategies aimed at achieving operational efficiencies.
Portfolio Administrator
Allan Gray
Cape Town
07.2019 - 12.2021
- Performed daily, weekly and monthly administrative duties for segregated client portfolios (Pension Funds, Retirement Funds, and High Net-worth clients and Trusts).
- Facilitated client onboarding as well as oversaw client terminations, and transfers to other asset managers.
- Managed relationships with custodians, administrators, and consultants to ensure seamless client experience.
- Reduced operational risk through diligent adherence to compliance policies, industry regulations, and internal controls (such as complying with KYC and AML).
Senior Client Relationship Manager (Investor Services)
Allan Gray
Cape Town
07.2015 - 06.2019
- Handled escalated client investment, legislative, and tax related queries and complaints resulting from operational/servicing errors.
- Dealt with complex queries that involved the FSCA, risk, fraud and other industry body Ombudsman.
- Took part in model office testing to identify knowledge gaps before product launches (Allan Gray Tax-Free Savings and Allan Gray Umbrella Funds).
- Conducted training sessions for junior client relationship managers, fostering professional development within the team
- Delivered exceptional customer service by addressing issues promptly, leading to high satisfaction scores from clients.
Client Service Consultant (Investor Services)
Allan Gray
Cape Town And Johannesburg
03.2014 - 06.2015
- Responded to customer calls and emails to answer questions about products and services offered by Allan Gray.
- Responded to customer concerns with friendly, knowledgeable service, and resolved issues quickly to deliver prompt service.
- Participated in regular training sessions to stay up to date on all investment products, tax and legislation for optimal customer support delivery.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Coordinated with operations staff to resolve service problems and boost client satisfaction
Education
Master of Science - Finance
08.2012 - 12.2013
Bachelor of Commerce Honors Degree -
02.2011 - 04.2012
Bachelor of Commerce - Economics And Information Systems
02.2008 - 04.2011
Skills
Accomplishments
- Successfully took part in the testing and roll out of the Allan Gray Umbrella Pension and Provident Fund Product| 2017 - Allan Gray.
- Successfully participated in the roll out of the Allan Gray Tax-free Savings product and testing| 2015 - Allan Gray.
- Client Service Centre Top Performer| Q4 2014 - Allan Gray.
- Graduated with a distinction in Economics | 2010 - Rhodes University.
- Deans List of Academic Merit| 2010 - Rhodes University.
Timeline
Portfolio Administrator - Allan Gray
07.2019 - 12.2021
Senior Client Relationship Manager (Investor Services) - Allan Gray
07.2015 - 06.2019
Client Service Consultant (Investor Services) - Allan Gray
03.2014 - 06.2015
University of Nairobi - Master of Science, Finance
08.2012 - 12.2013
Rhodes University - Bachelor of Commerce Honors Degree,
02.2011 - 04.2012
Rhodes University - Bachelor of Commerce, Economics And Information Systems
02.2008 - 04.2011
Senior Specialist - Post Trade Operations - Allan Gray
1 2022 - Current
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