Lutendo Netshikweta
Johannesburg & Cape Town
Summary
Analytical and strategic thinker with a background in financial and investment analysis. Known for high productivity levels and the ability to efficiently complete tasks, ensuring accuracy and timely delivery of projects. Possess specialized skills in market research, risk assessment, and portfolio management. Excel at communication, problem-solving, and adaptability, making complex financial concepts understandable and actionable for diverse audiences.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Balanced Fund Analyst Trainee
Balondolozi Investment Services
04.2024 - Current
- As a Balanced Fund Analyst for an asset management firm, I supported the investment management team by assisting in the strategic distribution of assets across investment portfolios (Balanced Fund and Global Equities Fund) and conducting economic research
- Conducting in-depth research on equities, fixed income, real estate, and commodities to inform investment decisions
- Assisted in portfolio monitoring, performance tracking, and reporting to ensure alignment with strategic goals
- Developed financial models, performed stress testing, and conducted sensitivity analysis
- Prepared reports, presentations, and insights for client report backs
- Aided client communication by presenting economics research and providing investment updates
- Provided administrative support, maintaining databases and economic models
Delivery Innovation Agent (Intern)
Motify (Pty) Ltd
12.2021 - 11.2022
- Company Overview: A software company
- As a Delivery Innovation Agent for a software company, I was responsible for identifying challenges within the business and seeking innovative solutions to improve business operations
- Strong expertise in Pinewood’s Dealership Management Software, with hands-on experience in optimizing dealership operations
- Proven ability to manage and grow key account relationships, ensuring customer satisfaction and driving revenue growth through successful project delivery
- Skilled in identifying, scoping, and implementing tailored solutions to enhance service delivery within the automotive industry
- Collaborative team player, working closely with the Customer Success Team to anticipate customer needs and create marketing strategies
- Proficient in Autotask and CRM Management
- Experience in digital marketing and UX design, leveraging insights to improve customer engagement and user experience
- A software company
Education
Honours - Financial Management
University of South Africa
01.2025
Bachelor of Commerce - Economics & Finance
University of Cape Town
01.2020
National Senior Certificate - Valedictorian
Princess High School
01.2016
Skills
- Data Analysis
- Financial Modeling
- Excel
- R
- Bloomberg Terminal
- SQL
- Investment Management
- Portfolio Management
- Understanding of Economics
- Fundamental Techniques
- Valuation Techniques
- Risk-adjusted Return Metrics
- Performance Attribution Analysis
- Financial Modeling Techniques
- Market Research
- Economic Research
- Knowledge of Macroeconomic Indicators
- Capital Market Expectations
- Portfolio Performance Monitoring
- Benchmarking
- Portfolio Optimization
- Report Generation
- Data Visualization
- Tableau
- Power BI
- Compliance Reports
- Breach Reports
Certification
- RE5
References
Available on request
Timeline
Balanced Fund Analyst Trainee
Balondolozi Investment Services
04.2024 - Current
Delivery Innovation Agent (Intern)
Motify (Pty) Ltd
12.2021 - 11.2022
Honours - Financial Management
University of South Africa
Bachelor of Commerce - Economics & Finance
University of Cape Town
National Senior Certificate - Valedictorian
Princess High School
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