Katleho Mohokare
Analyst
Cape Town
Summary
Specialist at CVC with a focus on conducting thorough research and analysis to evaluate investment opportunities across multiple sectors. Utilize quantitative and qualitative methods to provide comprehensive assessments and reports. Committed to advancing expertise in the field through pursuing the CFA charter to deepen knowledge and enhance professional credentials.
Overview
7
7
years of professional experience
5
5
years of post-secondary education
Work History
Fund Reporting Specialist: Private Equity and Cred
CVC
Cape Town
02.2025 - Current
- Limited Partner Reporting: Prepared ILPA-compliant reports and completed online templates for Limited Partners, ensuring transparency and compliance with investor requirements.
- Valuations & Statements: Compiled and reviewed quarterly Co-investment valuation statements, verifying accuracy in reported fund performance.
- CVC Credit Fund Reporting: Expanded responsibilities to include reporting for CVC Credit funds, ensuring seamless integration of processes and adherence to specific credit fund requirements.
- Capital Activity Oversight: Processed and verified call and distribution sample checks, ensuring correct allocation and documentation of fund transactions.
- Investor Relations & Audit Support: Coordinated audit confirmations with Limited Partners and addressed investor inquiries to maintain high client satisfaction.
- Quarterly Review Process: Assisted in preparing and analyzing fund performance for quarterly reviews, working closely with internal teams to maintain data integrity.
- Portfolio Company Monitoring: Coordinated portfolio company reviews, liaising with deal teams to ensure timely updates and accurate reporting.
- Team Collaboration & Process Improvement: Contributed to the Fund Reporting team's workflow, enhancing reporting efficiency and meeting critical deadlines.
Private Equity Analyst: Security Level Detail
MSCI Inc.
Stellenbosch
02.2023 - 01.2025
- In-Depth Analysis of diverse funding sources including Senior Debt, Mezzanine Debt, Bonds, Stocks, Warrants, and Derivatives
- Part of the team that successfully pitched the SLD project to clients, securing approval for its official launch as an MSCI product in 3Q2024
- Selected as the Lead Analyst for a major client from Asia, overseeing their diverse investment portfolio which includes public equity, bonds, hedge funds, multi-asset investments, private equity, private credit, real estate, infrastructure, resources, commodities, agriculture, and bilateral and multilateral funds
- Achieved a significant decrease in Service Level Agreement SLA turnaround times to under 10 days as part of the Security Level Detail project team
- Played a key role in mentoring and onboarding new analysts, providing guidance and support to facilitate their integration and development within the team
- In-Depth Analysis of diverse funding sources including Senior Debt, Mezzanine Debt, Bonds, Stocks, Warrants, and Derivatives
Private Equity Analyst: Holding Transactions
MSCI Inc.
Stellenbosch
08.2022 - 06.2023
- Specialized in Corporate Finance, Venture Capital, Generalist, Real Assets, and Real Estate Investments
- Conducted in-depth research and analysis on various investment opportunities, utilizing quantitative and qualitative methods to inform strategic decision-making
- Built and maintained financial models, updating them on a quarterly basis to ensure accurate projections and assessments of investment performance
- Drafted reports for senior analysts and clients, presenting detailed findings, investment recommendations, and market insights, and occasionally delivered presentations to communicate key information effectively
- Performed Portfolio Holding Variance Analysis to identify discrepancies between actual and target holdings, providing insights into performance deviations and potential areas for adjustment
- Assisted in revising historically inaccurate data, ensuring the integrity and accuracy of investment records and analyses
Brand Ambassador
ZPR
Bloemfontein
12.2017 - 12.2019
- Maintained detailed records of promotional activities, results achieved, and areas for improvement to inform future campaigns.
- Provided valuable feedback to clients regarding consumer reactions, preferences, and suggestions for improvements based on firsthand experience promoting their products.
- Optimized local market impact through strategic selection of venues for maximum visibility within target demographics.
- Boosted sales through effective collaboration with store staff to promote products in high-traffic areas.
- Drove customer engagement by creating interactive activities that showcased the unique features of promoted products.
Student Tutor
University Of The Free State
Bloemfontein
02.2018 - 12.2018
- Boosted student confidence and academic performance through consistent feedback and encouragement.
- Organized group study sessions to promote collaborative learning among peers, fostering a supportive academic environment.
- Provided ongoing support for students facing academic challenges, leading to better retention rates and overall success.
- Ensured that students remained focused during tutoring sessions by establishing clear expectations and maintaining a structured learning environment.
- Promoted active participation during tutoring sessions, inviting students to ask questions and engage in thoughtful discussions.
Education
Bachelor Of Commerce - Higher Certificate
University of The Free State
Bloemfontein 02.2017 - 12.2017
Bachelor Of Commerce Honours - Financial Management
University of South Africa
Pretoria 02.2024 - Current
Bachelor Of Commerce - Investment Management And Banking
University of The Free State
Bloemfontein 02.2018 - 12.2020
Skills
Excel
undefinedTimeline
Fund Reporting Specialist: Private Equity and Cred
CVC
02.2025 - Current
Bachelor Of Commerce Honours - Financial Management
University of South Africa
02.2024 - Current
Private Equity Analyst: Security Level Detail
MSCI Inc.
02.2023 - 01.2025
Private Equity Analyst: Holding Transactions
MSCI Inc.
08.2022 - 06.2023
Bachelor Of Commerce - Investment Management And Banking
University of The Free State
02.2018 - 12.2020
Student Tutor
University Of The Free State
02.2018 - 12.2018
Brand Ambassador
ZPR
12.2017 - 12.2019
Bachelor Of Commerce - Higher Certificate
University of The Free State
02.2017 - 12.2017
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