Jasper Mutsiriko
Investment Analyst
18 10th Avenue, Edenburg, Sandton,Johannesburg.
Summary
Well-versed in investment research and advisement. Develops proposals to deliver solid data to potential clients, leveraging excellent and current knowledge of market trends. Superior financial acumen with superior knowledge of risk, return and valuations.
Overview
5
5
years of professional experience
8
8
years of post-secondary education
Work History
EQUITIES Analyst
Golden Bricks Pvt Limited
JOHANNESURG, Gauteng
09.2020 - Current
- Extensive research on the Johannesburg Stock Exchange shares to identify Undervalued shares for possible Investment
- Conducting Fundamental Analysis and Valuations in determining the Financial Position and Intrinsic Value of various selected Companies
- Recommending Stocks on the Johannesburg Stock Exchange as buys or sells based on the predetermined investment philosophy.
- Extensive research on the South African Rand’s strengths and weaknesses and its effect on local stocks as well as stock Indices
- Updating all research based on Current news and Financial Information being made available on the market.
- Monitoring and determining appropriate size, volumes and Risk for every position recommended.
- Continuous Monitoring and evaluation of Portfolio holdings of the Company to determine Conformity to the Investment Policy and making appropriate Adjustments
- Compiling and Presenting Reports on the Research, Analysis, Valuations and Recommendations to the Company CEO.
- Developing rebalancing strategies to minimize risk exposures.
- Adjusting portfolio exposures to compensate for market conditions.
Senior Investment Analyst
Asante Capital
JOHANNESURG, Gauteng
12.2017 - 01.2019
- Design and implement strategies together with senior management in line with the company’s business development plan
- Managing a Team of Investment Analysts in research and identifying viable trade options on the JSE listed stocks
- Evaluating and implementing various Private Equity opportunities for the company
- Extensive in-depth research of various Africa & Emerging Markets based financial products such as equities, exchange traded funds (ETF’s), and mutual funds
- Compiling reports on the precise characteristics of these products and examining the markets in which each product exists and functions
- Developing an understanding of how individuals/investors use these products
- Identifying trends and current market norms
- Assisting in the development of the products that we intend to offer
- Collaborating with the IT team in order to develop these products
- Testing trading models developed, providing feedback as is appropriate
- Ad hoc duties and projects as assigned from time to time by senior management.
- Conducted detailed investment analysis, calculations and reports.
- Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
Investment Analyst
Asante Capital
JOHANNESURG, Gauteng
06.2016 - 11.2017
- Implementation of strategies formulated by senior management to enhance the company’s business development plan
- Conducting extensive research on the JSE Top 40 shares to identify Trade Options
- Making use of Technical Analysis methods and tools in identifying Stock trends, Momentum, Trade volumes
- Recommending Stocks on the JSE Top 40 Index for buys and sells based on the research
- Collaborating with other analysts in examining market conditions and determining market positioning
- Extensive research on the South African Rand’s strengths and weaknesses and its effect on local stocks as well as the JSE Top 40 Index
- Updating all research based on Current news and Financial Information being made available on the market
- Monitoring and determining appropriate size, volumes and Risk for every position recommended
- Ad hoc duties and projects as assigned from time to time by senior management
Junior Financial Advisor
PPA Financial Services
JOHANNESURG, Gauteng
01.2015 - 02.2016
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
- Assisting Clients in managing their financial affairs towards specific financial goals
- Identifying specific clientele for the business
- Determining Gathering Client information including Needs, goals, Budgets
- Creating comprehensive Financial Plan depending on the clients current financial Situation as well, as Financial Goals
- Identifying and Advising on the Clients risk appetite and appropriate investment Products
- Recommending Financial Products suitable to a client’s circumstances
- Reviewing the Financial plan from time to time, Updating all circumstantial information impacting the Plan
- Educating Clients on Financial issues including Medical Aids, Retirement Plans, Estate planning, Taxation, Life cover and Insurance
- Organizing client education sessions in conjunction with Motivational speakers and Allan Gray Fund Managers
- Making Presentations to institutions and prospective clients on our company’s Financial Planning process
- Iaising with Financial Product Providers and brokers on behalf of clients.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
Education
(CFA) Level 3 (Pending~ August 2022 Candidate) - Investments And Securities
CFA
CFA Institute 01.2018 - Current
Postgraduate Diploma - Financial Planning And Services
Nelson Mandela University
Port Elizabeth (South Africa) 01.2014 - 12.2014
Bachelor of Commerce Degree - Financial Planning And Services
Nelson Mandela University (NMU)
Port Elizabeth (Port Elizabeth) 01.2011 - 12.2013
Skills
Investment Research & Analysis
Additional Information
- Best performing Financial Advisor by PPA Advisory Services (2015)
- Golden Key Awards by NMU for Academic Excellence (2012- 2014)
- Excellence Award by Glad Tidings Fellowship (2015)
- Zimbabwe Presidential Scholarship (To study at NMMU) (2011)
Affiliations
- Financial Planning Institute of South Africa (FPI)
- Chattered Financial Analyst (CFA) Institute
References
- Preggy Pillay , CEO
PPA Advisory Services
+27 83 281 3580
preggy@ppaworld.co.za
- Andrew Simba
Pastor and Mentor
Glad Tidings Fellowship
+27 72 135 6988
andrewsimba8@gmail.com
- Francois Haasbroek
Human Resources Manager
Golden Brics Investments
+27 82 456 5874
francois@unikcost.com
Timeline
EQUITIES Analyst
Golden Bricks Pvt Limited
09.2020 - Current
(CFA) Level 3 (Pending~ August 2022 Candidate) - Investments And Securities
CFA
01.2018 - Current
Senior Investment Analyst
Asante Capital
12.2017 - 01.2019
Investment Analyst
Asante Capital
06.2016 - 11.2017
Junior Financial Advisor
PPA Financial Services
01.2015 - 02.2016
Postgraduate Diploma - Financial Planning And Services
Nelson Mandela University
01.2014 - 12.2014
Bachelor of Commerce Degree - Financial Planning And Services
Nelson Mandela University (NMU)
01.2011 - 12.2013
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