Janneman van der Merwe
Stellenbosch
Overview
6
6
years of professional experience
1
1
Certification
Work History
Business Analyst
Precision Partners
Stellenbosch
05.2024 - Current
- Refined client models and dashboards, alongside targeted market research specifically for African clients. I’m currently involved on a project-to-project basis, not in a full-time capacity.
Small Business Owner
IVS Pty (Ltd)
Stellenbosch
08.2018 - Current
- We specialize in selling and renting customized vending machines, serving clients such as Adidas, Crocs, Yuppiechef, and NinetyOne.
Quantitative Analyst (Junior Portfolio Manager)
DFM Global
Cape Town
01.2023 - 02.2024
- Collaborated within a tight-knit team at a discretionary fund management firm based in Cape Town. Primarily focused on constructing intricate financial models and conducting comprehensive research to facilitate strategic investment choices.
- Built large financial models in Excel and Python, implementing manager research, and managing our investment products.
- Responsible for executing daily trades for our model portfolios, and managing orders to rebalance and generate liquidity for our investors. Also involved in the management and structuring of both unit trust funds and individual share portfolios.
- Streamlined operational processes to enhance productivity and effectiveness. The experience was enriched through collaboration with diverse investment experts and the execution of tailored investment strategies for clients.
Intern
JP Morgan Chase & Co
Cape Town
07.2022 - 08.2022
- I was able to connect and learn from different departments at their Cape Town office.
Education
BCom Financial Risk Management Honours (Math Stats) -
Stellenbosch University
01-2022
BCom Mathematical Statistics (Fin. Risk Focus) -
Stellenbosch University
01-2021
CFA Investment Foundations -
CFA Institute
07-2018
Matric -
High School Stellenbosch
01-2018
Skills
- Microsoft Office
- Excel and VBA
- SAS Programming
- R Coding
- Java Programming
- Python Coding
- WordPress
- Power BI
Certification
- RE5
- Registered Persons Examinations (RPE) - The Equity Market
- Class of Business Certificates (CoB): Investments, Short-term and Long-term Deposits, Long-term Insurance & Sub-Class, Pension Fund Benefits, and Structured Deposits
- Python for Finance: Investment Fundamentals & Data Analytics
- SAS Certified Specialist: Base Programming Using SAS 9.4
Leadership Experience
- Junior Portfolio Manager, DFM Global, Presented weekly meetings to discuss and propose new strategies/investments., Trained new analysts on our company models built on Excel and Python.
- Investment Society Events Manager, Stellenbosch University, Made arrangements with prestigious speakers to present at society functions., Managed a sub-committee to arrange functions and events., 2023 - 2024
References
References available upon request.
Timeline
Business Analyst
Precision Partners
05.2024 - Current
Quantitative Analyst (Junior Portfolio Manager)
DFM Global
01.2023 - 02.2024
Intern
JP Morgan Chase & Co
07.2022 - 08.2022
Small Business Owner
IVS Pty (Ltd)
08.2018 - Current
BCom Financial Risk Management Honours (Math Stats) -
Stellenbosch University
BCom Mathematical Statistics (Fin. Risk Focus) -
Stellenbosch University
CFA Investment Foundations -
CFA Institute
Matric -
High School Stellenbosch
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