Alecia Mapule Sekwati
Johannesburg,GP
Summary
Dynamic finance professional with an academic background in Economics (undergraduate and honours) and a growing career in equity portfolio management at Balondolozi Investment Services. Skilled in financial analysis, research, and performance reporting, with strong communication and stakeholder engagement abilities. Brings a collaborative mindset, adaptability, and resilience when working in high-paced environments . Committed to continuous learning, professional development, and delivering value through analytical insight and sound decision-making.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Trainee Equity Portfolio Manager
Balondolozi Investment Services
04.2025 - Current
- Manage institutional equity portfolios, overseeing stock selection, position sizing, and sector allocation relative to the benchmark.
- Conduct fundamental equity research, financial modeling, and valuation analysis to identify opportunities and mitigate risks.
- Monitor portfolio performance, attribution, and risk exposures, making adjustments in line with market conditions and client objectives.
- Engage with company management, brokers, and internal research teams to inform investment strategies.
- Prepare investment reports, fund and market commentaries, as well as deliver report-back presentations to clients and committees, providing updates on processes and performances.
- Ensure compliance with regulatory standards, internal risk frameworks, and fiduciary obligations.
ESG Analyst
Balondolozi Investment Services
03.2024 - 03.2025
- Conducted ESG research and company analysis against industry-specific standards.
- Identified key ESG risks, opportunities, and trends to support investment decision-making.
- Monitored and reported on ESG performance indicators for portfolios and holdings.
- Collaborated with portfolio managers and stakeholders to integrate ESG strategies and policies.
- Stayed up to date with evolving ESG regulations, best practices, and sustainability trends.
Equity and ESG Intern
Balondolozi Investment Services
05.2023 - 02.2024
- Assisted in researching listed equities, analyzing financial statements, and monitoring market developments.
- Supported ESG integration by reviewing company reports, assessing material risks, and contributing to internal scoring models.
- Helped prepare investment notes, presentations, and data for portfolio managers to support decision-making.
- Monitored sector trends, regulatory updates, and sustainability disclosures relevant to institutional portfolios.
- Collaborated with the investment team on stewardship activities, including proxy voting preparation and engagement tracking.
Financial Advisor
Momentum Metropolitan Holdings Limited
03.2022 - 04.2023
- Developed and maintained a strong client portfolio by identifying prospects and nurturing long-term relationships to achieve sales and service targets.
- Conducted in-depth consultations to understand clients’ financial goals, income, expenses, assets, liabilities, and risk profiles.
- Designed and recommended tailored financial solutions, including insurance, investment strategies, retirement planning, and estate planning.
- Compiled financial needs analyses, income projections, and investment performance reports to support informed decision-making.
- Ensured adherence to all regulatory and compliance requirements within the financial services industry.
Economics Tutor and Marker
University of the Witwatersrand
02.2020 - 12.2020
Airfreight Estimator
Cargo Compass SA
06.2019 - 02.2020
- Prepared competitive airfreight import quotations within 24 hours.
- Applied and interpreted Incoterms in line with client requirements.
- Coordinated with overseas partners, airlines, and transporters to secure EXW, FOB, FCA, DDP, and DAP rates.
- Compiled estimates for general, dangerous goods, and temperature-controlled cargo.
- Collaborated with sales and controllers to support business development, providing guidance on rates and procedures.
Import Assistant
Cargo Compass SA
04.2019 - 06.2019
- Updating and maintaining daily import shipment records on Shipshape.
- Supporting Import Controllers with the coordination of overseas shipments and documentation.
- Handling invoicing and assisting clients with customs clearance processes.
- Communicating proactively with clients and overseas agents regarding shipment updates, issues, and queries, ensuring smooth operations and a seamless client experience.
Education
High School Diploma - National Senior Certificate (Grade 12)
Dinwiddie High School
Germiston, South Africa01-2014
Bcom Economics And International Trade
North-West University
Vanderbijlpark, South Africa01-2018
Bcom (Hons) in Applied Development Economics
University of The Witwatersrand
Johannesburg, South Africa01-2024
Skills
- Equity Research & Valuation
- Portfolio Management
- Performance Analysis & Reporting
- Team leadership
- Problem-solving abilities
- Stakeholder Engagement
- Communication & Presentation
- Decision-Making & Problem-Solving
- Leadership & Collaboration
Accomplishments
Postgraduate Merit Award – University of the Witwatersrand (2020)
Scholarship awarded for achieving a final-year undergraduate average of 70% or higher.
Certification
- RE5 Regulatory Certificate (2025)
- COB Short and long-term deposits (2025)
- COB Pension fund benefits (2025)
- Class of Business 3 Long-term Insurance certificate (2022)
- Class of Business 7 Investments certificate (2022)
Timeline
Trainee Equity Portfolio Manager
Balondolozi Investment Services
04.2025 - Current
ESG Analyst
Balondolozi Investment Services
03.2024 - 03.2025
Equity and ESG Intern
Balondolozi Investment Services
05.2023 - 02.2024
Financial Advisor
Momentum Metropolitan Holdings Limited
03.2022 - 04.2023
Economics Tutor and Marker
University of the Witwatersrand
02.2020 - 12.2020
Airfreight Estimator
Cargo Compass SA
06.2019 - 02.2020
Import Assistant
Cargo Compass SA
04.2019 - 06.2019
High School Diploma - National Senior Certificate (Grade 12)
Dinwiddie High School
Bcom Economics And International Trade
North-West University
Bcom (Hons) in Applied Development Economics
University of The Witwatersrand
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