A young, black and talented student with an excellent academic record. Ability to think systematically, logically and creatively to solve problems. Reliable, eager to learn new tasks or skills, and willingness to take on added responsibilities to meet team goals. Looking for an opportunity to apply actuarial knowledge acquired, to date, in real life corporate settings.
Overview
2
2
years of professional experience
6
6
years of post-secondary education
Work History
Junior Actuarial Analyst
PSG Wealth Financial Planning, Carl Cronje
Cape Town, Western Cape
01.2020 - 12.2020
Participated in the development of specifications and testing developments on the platform used by financial advisors for clients for financial planning and investment proposals.
Created and managed statistical reports for executive management, and financial planning tool usage report by financial advisors and in-house project management tracker, using Microsoft Excel and PowerPoint.
Responsible for the monthly execution of the client bulk Internal Rate of return (IRR) process, using data from several large insurance and investment South African product providers as data sources.
Resolved investments and actuarial related queries via the Jira platform submitted by in-house developers, system managers, and financial advisors.
Investment Graduate
PSG Asset Management
Cape Town, Western Cape
01.2019 - 12.2019
Participated in the development and automation of the portfolio liquidity analysis report and ad-hoc trading plans of both the Equity and Fixed income investment teams.
Responsible for the automation and monthly completion and delivery of investment exposure and performance reports to both internal and external stakeholders under minimal supervision.
Successfully oversaw the taking of minutes and documenting of voting outcomes regarding new investments within the Fixed Income and Credit Investment Committees.
Product Development Intern
Allan Gray, Alfred Waterfront
Cape Town, Western Cape
01.2018 - 01.2018
Analyzing clients' returns data across all account types with 1,3,5 and 10-year durations, using Microsoft excel.
Presentation of the statistical analysis done using Microsoft Powerpoint.