Moeketsi Motjope

Assisted the CIO and senior Portfolio Manager on 8 unit trusts in the business as the main (only) quantitative analyst.

Received and prepared data for all reporting and quantitative requirements.

Assisted in all prospective and current manager due diligence.

In charge of monthly analyses and reporting on all funds' performance monitoring for all unit trusts (growth & income asset classes; local and global asset classes).

Worked on portfolio construction.

In charge of technical and tail risk models for our Strategic Asset Allocation and Tactical Asset Allocation.

• Built Private Banker Capacity Model - This tool helps the Finance department to manage their CTI ratio. It informs the HR department with their recruiting. It helps the Regional Heads to allocate the right clients to the right bankers. It also ensures fair opportunities across all portfolios.
• Optimised and managed Private Banker Bonus Programme - An Outcome Based Bonus programme which allows bankers to compete against each other at a national level.
• Built a Private Banker Grading Tool - A tool that grades each banker so that we understand them better. Once we understand them this can help in HR recruitment and client allocation.
• Private Wealth Charge Out Model - A model that charges FNB Product Houses based on the time spent selling/servicing their products.

• NPV Modelling on unsecured lending (Overdrafts). Rebuilt and documented the retail pricing model.
• Pricing reporting.
• Current Account and Overdraft applications analytics and reporting.

• Performed Analytics on Collections with focus on the Residual Book.
• Optimised and automated monthly reporting packs.
• Created collections campaigns and analytics on their outcomes.
• Created campaigns aimed at preventing clients from going into arrears.

• Optimise allocation of clients to different bankers such that all have equal opportunities to sell products.
• Build an Allocation Model (Allocation Master) as to allocate Private Clients as close as possible to a Private Banker.
• Build a Private Banker Recruitment Model - Predicts three months in advance when a new Private Banker will be needed.
• Doing profit analysis in the Private Wealth space. And building a tool to help Private Wealth Bankers understand their portfolios better and identify areas with selling opportunities.
• Analysis to find the ideal fully optimised banker portfolio in order to improve profit.