FANELE MNGOMA
Cape Town
Summary
Dynamic Investment Analyst with a proven track record at M&G Investments Southern Africa, showcasing exceptional analytical skills and a knack for translating complex financial concepts into actionable insights. Excelled in fostering client relationships and financial literacy through tailored strategies, underpinned by robust written communication and positive interpersonal abilities.
Overview
4
4
years of professional experience
Work History
Investment Analyst
M&G Investments Southern Africa
02.2024 - Current
- Advised clients on financial growth and risk-conscious strategies as part of the Tactical Team, developing tailored solutions to help them achieve their wealth goals
- Built and implemented customized financial plans for a diverse range of clients, ensuring alignment with their individual objectives, risk tolerance, and market conditions
- Educated clients on key investment principles, including risk and returns, asset allocation, disciplined investing, and diversification, to enhance their financial literacy and decision-making
- Conducted equity research and financial modeling, including stock and industry-specific analysis, to provide valuable insights for investment decisions
- Wrote investment-related articles for M&G, translating complex financial concepts into accessible content
- Gained hands-on experience in multiple asset classes, including equities, fixed income, and multi-asset strategies, through a structured rotational graduate programme
- Developed a strong understanding of global financial markets with exposure to London operations through the parent company
Management Consulting (intern)
Africa International Advisors
11.2023 - 02.2024
- Conduct comprehensive research, data gathering, and analysis to generate valuable insights and support informed decision-making
- Compile high-quality deliverables, including diagnostic reports and presentations, ensuring clear and concise communication of findings and recommendations
- Draft procurement proposals and project pitch decks, using persuasive writing to present compelling business cases and secure key opportunities
- Develop project plans, presentations, and other project-related deliverables
- Collaborate with team members to formulate recommendations based on research and analysis
- Contribute to change management and tender projects
- Assisted in developing a procurement strategy for a world-class rail consortium
- Contributed to a five-year strategic business and financial sustainability plan for a regional entity
- Provided strategy, planning, and monitoring support for a regulatory body, including developing an integrated planning and reporting framework
- Drafting a five-year strategic plan for various state-owned entities
- Assisted in proposal write-ups and procurement strategy development
Financial Analyst (Intern)
Citibank
02.2023 - 07.2023
- During my internship, I ensured continuous compliance with evolving regulatory requirements in terms of system infrastructure, reporting processes, and coverage for West Africa
- I played an integral role in supporting Citi's Budapest-based Regulatory Reporting Centre, a global hub where regulatory reporting experts collaborate to maintain consistent quality in local regulatory reporting across multiple jurisdictions
- Key responsibilities included creating and formulating detailed reports: Developed comprehensive reports that outlined key aspects of the bank's financials, tailored to meet the needs of Central Banks and other regulatory authorities
- Applying and developing controls: Ensured the accuracy of financial data through the application of internal controls, including performing reconciliations, static data analysis, and variance analysis
- Providing information to internal stakeholders: Served as a reliable source of financial and regulatory information for local finance teams, financial control, treasury, and risk departments, supporting audits and responding to regulatory inquiries
- Identifying control and process improvement opportunities: Contributed to enhancing reporting controls by identifying areas for improvement, while also actively participating in process migration and efficiency projects aimed at increasing operational effectiveness and fostering innovation in regulatory reporting practices
Product Strategy Analyst (Intern)
BlackRock
02.2022 - 01.2023
- Prepared and maintained comprehensive portfolio review decks, ensuring compliance with internal and regulatory standards
- Worked closely with Portfolio Managers and Product Strategy Teams to streamline reporting processes, significantly improving efficiency and ensuring timely delivery of essential portfolio insights
- Developed standardized materials and built recurring reporting templates using BlackRock's systems and technology, which enhanced the consistency, accuracy, and scalability of portfolio reports across multiple teams
- Created and delivered investment packs for Portfolio Managers and Investment Teams across Europe, facilitating informed decision-making by providing clear, concise, and data-driven insights into portfolio performance, asset allocation, and market trends
- Demonstrated advanced proficiency in Microsoft Word, PowerPoint, and Excel, utilizing these tools to create detailed reports, presentations, and financial models that supported strategic planning and investment decision-making processes
Financial Planner
Momentum
06.2021 - 09.2021
- Advised clients on tailored financial strategies to help them achieve their wealth-building goals while managing risk effectively
- Developed customized financial plans aligned with clients' risk tolerance, long-term objectives, and financial circumstances
- Educated clients on key financial principles, including risk and returns, asset allocation, disciplined investing, and diversification
- Attracted, acquired, and retained clients by offering suitable financial products and providing ongoing after-sales service to ensure client satisfaction and retention
- Conducted in-depth consultations to assess clients' financial needs, goals, and risk profiles
- Provided strategic guidance on a range of financial products, including medical aid, health insurance, health savings plans, gap cover, and other insurance solutions
- Prepared and reviewed financial plans, ensuring accuracy, suitability, and compliance with financial regulations
- Responded to client inquiries and resolved concerns, offering timely support and financial solutions
- Assisted investment professionals by conducting research, analyzing market trends, and cultivating long-term client relationships
- Engaged with prospective clients to understand their financial needs and recommended appropriate financial solutions
- Ensured full compliance with industry regulations and company policies, adhering to ethical financial planning standards
Education
Equity Analyst Training - Equity
Asisa Academy
12.2024
Master's Degree - International Business and International Economics
Corvinus University
12.2023
Bachelor of Social Science Honours - Economics
Rhodes University
12.2020
Bachelor of Social Science - Economics
Rhodes University
12.2019
High School Diploma -
Clarendon High School For Girls
12.2015
Skills
- Written and communication skills
- Time management skills
- Analytical skills
- Attention to detail
- Ability to work with various clientele
- Positive interpersonal skills
- Adaptable and proactive towards work
Languages
isiZulu
First Language
English
Proficient (C2)
C2
Xhosa
Upper Intermediate (B2)
B2
References
References available upon request.
Timeline
Investment Analyst
M&G Investments Southern Africa
02.2024 - Current
Management Consulting (intern)
Africa International Advisors
11.2023 - 02.2024
Financial Analyst (Intern)
Citibank
02.2023 - 07.2023
Product Strategy Analyst (Intern)
BlackRock
02.2022 - 01.2023
Financial Planner
Momentum
06.2021 - 09.2021
Equity Analyst Training - Equity
Asisa Academy
Master's Degree - International Business and International Economics
Corvinus University
Bachelor of Social Science Honours - Economics
Rhodes University
Bachelor of Social Science - Economics
Rhodes University
High School Diploma -
Clarendon High School For Girls
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