Dale Roodt
Curriculum Vitae
Summary
Versatile Operations Specialist, successful at taking on routine and complex business challenges with a resourceful and creative approach. Recognized as driven, dedicated and passionate with over 10 years experience within the financial industry, focusing on local and offshore unit trusts in the retail space and striving to exceed expectations whilst keeping to a strong ethical behaviour.
Overview
14
14
years of professional experience
5
5
years of post-secondary education
2
2
Language
Work History
Operations Specialist
Cinnabar Investment Management
03.2019 - Current
- Overseeing various lines of business including fees, valuations, trading and day-to-day entity operations
- Assisting the Chief Investment Officer, portfolio manager andinvestment advisory teams, providing support and ensuring efficiency, quality andaccuracy of operational functions
- Investment Committee member
- Key responsibilities
- Valuations, operational controls and reporting mechanisms
- Investment trading implementations and executions
- Day to day maintenance and updates of excel driven in-house portfoliomanagement tools
- Portfolio Administration including Rebalancing and Funds Flow Management
- Local and Offshore fund account openings for mutual funds
- Client account management: Mandate processing
- Preparation of monthly reports
- Compliance Maintenance (Business Operations)
- Monthly economic/market commentary for client reporting
- Liaising with clients, custodians and other service providers to resolve queries
Analyst
Cinnabar Investment Management
03.2017 - 02.2019
- Fund manager research and analysis for the inclusion of funds within our portfolio andquarterly fund manager updates and report backs to the team
- Management of clientaccounts and monthly macroeconomic write-ups for client reports
- Investment
- Committee member
- Key responsibilities
- Fund manager research for portfolio inclusion
- Assistance on due diligence - Quantitative and Qualitative Analysis
- Quarterly research reports
- Update and manage client reports
- Client account management: Queries, mandate processing, furnishing ofmarketing material
- Writing of monthly insight articles
- Monthly economic/market commentary for client reporting2
Data Analyst
GCI Asset Management
10.2012 - 02.2017
- Performing investment operational duties to assist the senior analyst and CIO
- Qualitative and quantitative analysis to assist wealth managers for client meetings
- Key responsibilities
- Monthly economic/market commentary for client reporting
- Preparing and maintaining monthly attribution and asset allocation updates
- Quarterly macroeconomic updates to the team
- Updating and maintaining share portfolio clients
Executive Assistant
GCI Wealth
Johannesburg
01.2010 - 10.2014
- Updated spreadsheets and databases to track, analyze and report on performance and sales data.
- Managed and reviewed filing and office systems.
- Managed residential property issues and prepared homes prior to client arrival.
Education
Diploma - Investment Analysis and Portfolio Management
University of Johannesburg
South Africa 02.2011 - 11.2012
B Com Hons - International Trade and Finance
University of Johannesburg
South Africa 02.2008 - 11.2008
B Com Economics And Econometrics - Economics And Econometrics
University of Johannesburg
South Africa 02.2005 - 11.2007
Skills
Analytical and Critical Thinking
Professional Qualifications
RE 1: First Level Regulatory Examination: FSPs (sole proprietors) and Key Individuals in Categories I, II, IIA, III and IV
RE 5: First Level Regulatory Examination: Representatives
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Whether you think you can or whether you think you can’t, you’re right!
Henry Ford
Timeline
Operations Specialist
Cinnabar Investment Management
03.2019 - Current
Analyst
Cinnabar Investment Management
03.2017 - 02.2019
Data Analyst
GCI Asset Management
10.2012 - 02.2017
Diploma - Investment Analysis and Portfolio Management
University of Johannesburg
02.2011 - 11.2012
Executive Assistant
GCI Wealth
01.2010 - 10.2014
B Com Hons - International Trade and Finance
University of Johannesburg
02.2008 - 11.2008
B Com Economics And Econometrics - Economics And Econometrics
University of Johannesburg
02.2005 - 11.2007
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